Complimentary for Members

May 15, 2026


Live Webcast


NASBA 1

CPA-RIA Partnerships: A Strategic Guide for CPA Firms - Tech Session Webinar

May 15, 2026
Live Webcast
NASBA 1
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    Instructor

    Vince
    Pasqualino

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    Instructor

    Justin
    Murphy

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Learning Objectives

  • Upon completion of the Summit, you'll be able to:
  • Summarize the CPA-RIA Partnership Model, including its core structure and value proposition.
  • Evaluate potential RIA partners by identifying key criteria and performance metrics.
  • Apply the partnership model to specific client scenarios to determine the best financial solutions.

Major Topics

  • The CPA-RIA Partnership Model
  • What to Look for in an RIA Partner
  • Client Scenarios & Applications

CPE Credits Available

NASBA 1
1
Specialized Knowledge / Industries (NYSED) (Specialized Knowledge/Industries) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs

Provider

Foundation for Accounting Education

This event has ended.