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Travel/Venue Information

Track: Practice Management

Wednesday, November 17, 2010

9:25 AM - 10:15 AM
Are You Selling Services or Passion? (1 CPE)
Edi Osborne, CSPM, CPBA, CPVA, Trimetrix, CEO, Mentor, MENTOR PLUS

  • It's not enough to say you love your clients, the question is how does your affection manifest itself in your client service strategy?
  • Most firms are so blinded by their "service centric" approach to client service they miss out on opportunities to take client relationships to a higher level
  • Learn to avoid behavior that kills client loyalty and develop skills that strengthen it…

11:15 AM - 12:05 PM
Networking in the Community & On the Web (1 CPE)
Sandra L. Wiley, COO and Senior Consultant, BOOMER CONSULTING, INC.

  • Growing your practice through community outreach
  • How the Web can bring in higher profits
  • Best tips for networking effectively…

2:00 PM - 2:50 PM
The Intersection of Business Development & Social Media (1 CPE)
Michelle Golden, CPF, President, GOLDEN PRACTICES, INC.

  • Where traditional marketing approaches and new media intersect
  • Understanding how social media is advantageous to your business development
  • Accelerating client relationship development via LinkedIn, Twitter, Facebook and Blogs- Which suits you best?…

2:55 PM - 3:45 PM
12 Ways to Provide Better Service to Clients, Make More Money and Have More Fun (1 CPE)
Instructor: Edward Mendlowitz, CPA, ABV, CFF, PFS, Partner, WITHUMSMITH+BROWN

  • Proven ways to make more money and create personal wealth
  • Working more effectively with greater quality control
  • Giving clients what they really want effortlessly…

4:45 PM - 5:35 PM
You Have Your Dad’s Firm, Now What? (1 CPE)
Jody Padar, CPA, MST, CEO and Principal, NEW VISION CPA GROUP
Jason Blumer, CPA, Managing Shareholder, BLUMER & ASSOCIATES

  • Taking the firm you inherit to new directions and phenomenal growth
  • What a future firm looks like- it's already here!
  • Reinventing firms that will thrill your old man…

Thursday, November 18, 2010

9:10 AM - 10:00 AM
The Client Vulnerability Matrix - Where Do Your Clients Fall? (1 CPE)
Lee. H. Eisenstaedt, Founder & Managing Director, L. HARRIS & ASSOCIATES, LLC

  • Understand the three types of clients -- Loyals, Neutrals, and Vulnerables
  • Detecting how vulnerable you are to losing a client to the advances of a competitor
  • Strategies and tactics for turning all your clients into Loyals…

11:00 AM - 11:50 AM
Grow Your Practice with Payroll Services (1 CPE)
Rick Whittaker, CPA, QuickBooks® Pro Advisor, INTUIT

11:55 AM - 12:45 PM
Bear Hugging Your Clients (1 CPE)
Angie Grissom, Executive Vice President, Chief Operating Officer, FIVE STAR 3, THE RAINMAKER ACADEMY AND CONSULTING GROUP

  • How to calm your client's fears about the current economic crises
  • Now is the time to bear hug your clients via proactive meetings, phone calls, seminars, newsletters, etc.
  • Stepping up your client communication to become their most trusted business advisor…

1:50 PM - 2:40 PM
Managing Difficult Conversations Successfully (1 CPE)
Michelle Baca, Consultant, CONVERGENCECOACHING, LLC

  • Well-managed conflict can promote change and create opportunities at your firm
  • Understanding the underlying causes of conflict and how to identify your current conflict management style
  • Eight-step methodology for handling conflict situations more strategically and with more success…