Agenda

Agenda Tracks:

Accounting Technology
  • 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
Practice Management for Growth & Profitability
  • What's your succession plan?
  • Implementing change within your firm
  • Business Development & Social Media: The must-have twins for the 21st century
Financial Planning Services to Increase Profits
  • 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
Mergers & Acquisitions
  • 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
  • Tax season survival tips
  • How to upsell your tax clients
  • How to take advantage of new tax incentives and credits