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ENG19101 - Best Practices in Firm Management: People, Processes, Clients and Finance (PST, FMA)

Jun 10, 2019 8:00am ‐ Jun 10, 2019 11:00am

Standard: $79.00


Join us for this deep dive pre-conference session into the three pillars of Firm Management; People, Processes, and Clients. This session will include presentations from firm practice management leaders as well as round table discussions with your peers. Bring your firm’s challenges and opportunities to share with the group.

PEOPLE: Ann White will discuss current trends in recruitment, retention and training of staff as our profession faces increasing people challenges. Ann will lay out the business case reiterating the need to foster a strong culture and for creating a dynamic learning environment that leads to increased client satisfaction and firm profitability! You won’t want to miss the best practice exchange and lessons learned.

PROCESSES: Roman Kepczyk will discuss the latest trends in tax, assurance and administrative production optimization within today’s Digital CPA firm along with the corresponding IT applications and hardware recommendations. Roman will back these recommendations with the findings from the 2019 CPAFMA Digitally Driven Firm Benchmark Survey highlighting the technologies and tends being utilized in medium and larger CPA firms as well as possible disrupters.

CLIENTS: Bill Pirolli will discuss all aspects of client engagement, including the selection process, evolution of the client service model, creating industry and service verticals, handilng billing and collections, and knowing when it is time to let clients go.

Learning objectives:

  1. Learn best practices in Firm Management
  2. Discover how you can create a future ready profitable firm


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