Description

Presenters (preliminary): Jason Deshayes, CPA; Michael Elliott, CPA; Joy Lizotte, CPA. Join the new generation of CPA that is finding success by re-imagining and re-creating the traditional CPA firm for the 21st Century. Leverage new technologies. Implement new workflows. Invent new client acquisition and relationship management systems. Improve efficiency and effectiveness. Grow revenues. Optimize profitability. Embrace value pricing. Kill the billable hour. Attract, nurture and motivate the best talent. Come and be ready to renew your commitment -- and be inspired anew -- to transform your life, and the lives of your colleagues and your clients for the better.

Objectives:

1. The defining characteristics of a next-generation CPA firm
2. New and emerging must-have technologies and tools for success
3. New best-practice strategies in workflow management, new-client development and pricing for value.

Speaker(s):

• Michael J. Elliott, CPA, Principal, DittrickCPA
• Joy Lizotte
• Jason Deshayes, CPA, CGMA, Director of Tax Planning, Cook Wealth Management Group
• Rick Telberg, President & CEO, CPA Trendlines