FM07 - Financial Management

Partner Compensation Implementation Part Two

Friday, August 23, 2013, 10:30 AM - 11:45 AM

This interactive session will focus on putting the partner compensation fundamentals discussed in Part One–Partner Compensation Fundamentals into practice. A limited number of participants will be asked to participate in a mock retreat on partner compensation. These participants will be given a brief scenario to review prior to the session. Attendees who don't participate in the mock retreat will still have the ability to observe, interact and ask questions.


  • Determine how to implement a partner compensation system
  • Practice and observe a roll-play partner compensation retreat

Notes: 1. Be sure to choose FM07 on your Session Preference form to receive any pre-conference communication. You are also encouraged to attend FM01 Partner Compensation Fundamentals – Part One on Thursday at 2:45–4:00 p.m.

Audience: Attendees should have an in-depth understanding of their firm's partner compensation process.

75 Minutes * CPE Field of Study: Administrative Practice * Audience: I

Derek Barto, CPA, RBZ, LLP

David Roberts, CPA, RBZ, LLP



CPE: Administrative Practice