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Ask the Experts - Virtual Meeting via Zoom
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Ask the Experts at Armanino

When: Wednesday, May 27
12:00 pm to 1:00 pm
Where: Zoom Meeting
United States
Contact: Stacy E. Morrison
(714) 918-7000

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Topic:  Ask the Experts at Armanino

We all have concerns and questions about budget forecasting, managing our firms’ cash flows, the PPP loan forgiveness process, FFCRA, LOAs and what “back to work” will look like. Come hear the experts at Armanino weigh in and share best practices from the hundreds of firms they have been advising on these and other topical issues.

David Roberts, CPA, Terri Oppelt, CLM, SPHR, SHRM-SCP and Omair Syed, CPA will share a high-level overview and then field your questions in a live town hall format. Please invite your Managing Partners and anyone else from your firm who might benefit from the discussion.

Please submit a question with your reservation. We’ll be providing these to Armanino ahead of the program so they can tailor their remarks and facilitate FAQ’s for the benefit of all.


David Roberts, Partner in Charge of Armanino’s Law Firm Services group, has more than 30 years of experience working with law firms of all sizes. He and his team have consulted with more than 1,200 law firms regarding strategic planning, partner compensation arrangements, succession planning, partner withdrawal and retirement, organizational reviews, profitability improvement, partner retreats, pricing, dissolutions, and mergers and acquisitions.

David has authored numerous articles for the American Bar Association Journal and California Lawyer, and he co-authored “Financing the Start Up Law Firm,” published by the American Bar Association’s Law Practice Management section. David holds a Bachelor of Science degree from California State University, Northridge. 

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Omair Syed is a Manager in Armanino’s Law Firm Services Group, focusing on federal, state and local compliance for Law Firms and their partners. He works with his clients to ensure they are complying with tax laws, regulations, and filing requirements while also recommending tax minimization strategies. He also oversees financial statement compilation and review engagements for his clients. As a member of the Law Firm Services Group, he spends 100% of this time working with law firms.

Omair is a Certified Public Accountant and holds a bachelor’s degree from the University of California, Los Angeles.

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Terri Oppelt, CLM, SPHR, SHRM-SCP is a Director in Armanino's Law Firm Services group. Terri consults in all areas of law firm management, administration and operations, including strategic planning, compensation and benefits, accounting operations, all aspects of HR, leadership, organizational change, training, and retreats. She has spent her career working in professional service firms at all levels and at both national and boutique firms.

As a Past President of the Greater Los Angeles Chapter of ALA, Terri is a frequent speaker for the ALA, various chapters and client seminars and is a member of the Professional Development Advisory Committee for the ALA. Terri holds a bachelor's degree in management from Pepperdine University.

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