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PFP22101B2 - Technology Topics for PFP

‐ Jun 5, 2022 9:45am

Core technology offerings to consider (financial planning software, client relationship management software, document management software, etc.) Major industry trends Emerging technologies

Learning Objectives:

  • Recognize the future of services to individuals
  • Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Recall tips to effectively communicate with clients
  • Identify compliance, technology and practice management considerations
  • Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses


Pre-Conference Optional Workshops Additional Fee