Agenda Tracks:

• Building a successful IT strategy
• Common IT Pitfalls
• Data Security: How safe is your firm?
• The “Cloud” Warriors: Firms’ success stories with cloud-based applications
  

• What's your succession plan?
• Implementing change within your firm
• Business Development & Social Media: The must-have twins for the 21st century

• The client audition: When are they right for you?
• Differentiate your practice with financial planning
• The Dodd-Frank Bill: What it means for your firm

• Buyer or Seller - Which one are you?
• Partner equity and compensation: What happens afterward?
• Let’s make a deal: When to proceed beyond the talking stage

• Tax season survival tips
• How to upsell your tax clients
• How to take advantage of new tax incentives and credits