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2017 EDGE Experience


03 - Making the Change to Partner From Employee


Aug 3, 2017 6:40am ‐ Aug 3, 2017 7:30am

Description

One day, you're one of the rank-and-file staff members. The next, you are one of the firm's partners. How do you make that transition? This session will cover personal development that you will need to be successful in a partner role, how to brand that transition within your referral network and how to transition your working relationship with existing coworkers.

Speaker(s):

  • Jason Deshayes, CPA, CGMA, Director of Tax Planning, Cook Wealth Management Group

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