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CPE credits are offered.

Tuesday, November 4, 2014

10:45 a.m. - 11:35 a.m.
Track: Practice Management View Track


Lee. H. Eisenstaedt Founding Partner, L. HARRIS PARTNERS, LLC
Lauren Prosser President, AGILITY ADVISORS, LLC

This session will discuss the challenges that change agents face when proposing or implementing new ways of doing things in CPA firms, and will include ideas for working around the obstacles, perception gaps between clients and partners, and the 3x3x3 model for client service to grow revenue, improve client retention, and and increase firm value.

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