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Leadership and Management in Crisis for CPA Firms

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CPAs, professional accountants and financial advisors.


Wednesday, April 22, 2020 from 12:00 – 12:30 PM CT

As the nation faces one of the most uncertain times in our country’s history, CPA firms, like many businesses, are struggling to find ways to navigate this crisis.

CPA firms across the nation are facing tough decisions to keep the doors open and their clients afloat. This presentation will be going deeper than the theoretical to the nuts and bolts on immediate implementation in every single area of your practice, especially in today’s unique environment.

This special presentation will be hosted by former Chairman & CEO of Deloitte Italy, CEO of Herbalife International, and Vice Chairman of Deloitte U.S. Frank Tirelli and former COO of Grant Thornton Jim Brady. Alongside them will be former U.S. Congressman and EVP of JPMorgan Chase Rick Lazio as well as alliantgroup CEO Dhaval Jadav.

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During Frank Tirelli’s tenure as CEO of Deloitte Italy, Tirelli managed 4,500 professionals and $750 million in revenue. Prior to this international role, Tirelli served as the Vice Chairman for Deloitte U.S., directly supervising its presence on the West Coast that consisted of 15 offices, 6,000 professionals and $1 billion in revenue.

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With 38 years of experience as a global and domestic professional leader, Jim Brady is an accomplished C-Suite executive who most recently served as the COO at Grant Thornton LLP in the United States. During his lengthy career, Brady has established a proven track record for his ability to grasp challenging business situations and deliver breakout P&L results.

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Rick Lazio is the Senior Vice President based in alliantgroup’s New York office. Lazio is a former US Representative for New York. Throughout his tenure and post-Congressional career, he has been a strong advocate for small businesses sponsoring impactful legislation such as the Small Business Tax Fairness Act. He received his B.A. from Vassar College and his J.D. from Washington College of Law at American University.

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Dhaval Jadav is Chief Executive Officer of alliantgroup, America’s leading provider of credits and incentives for businesses of all shapes and sizes. Jadav co-founded the firm in 2002 and; since its inception, his passion to help and serve U.S. businesses (and their CPA firms) has resulted in alliantgroup assisting thousands of businesses claim powerful cash-generating credits and incentives.


Have questions or comments? Email [email protected]


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