PRACTICE MANAGEMENT THEATER

 

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PRACTICE MANAGEMENT THEATER, Tuesday 23 July 2019

Bob Green
09:00

Keynote Address: Success Factors for Digital Transformation

  • How the landscape of professional service firm technology is changing dramatically and how your firm’s success with embracing this evolution will impact your people and profitability
  • How to grow your team to evolve into these disruptive technologies and extract maximum efficiency
10:00

EXPO & NETWORKING BREAK

Rachel Rapport
PRACTICE MANAGEMENT THEATER
10:30

Panel Session: Alternative Talent Recruitment Strategies (1 CPE CREDIT)

  • Discussion on how benefits, culture and work styles can attract and retain top talent for your firm
  • Build an innovative firm with a tech-drive team
Nadia Irvin, Partner, Gazal Consulting, Inc.
Yelena Gazal, Partner, Gazal Consulting, Inc.
Myra Miller
PRACTICE MANAGEMENT THEATER
11:30

Marketing tools for the growth for your firm (1 CPE CREDIT)

Part 1: Top 10 no-cost/low-cost marketing tools

Part 2: Master the Enrollment Conversation: Win New Clients Without Being Salesy

Myra Miller, Marketing Director, HMWC CPAs And Business Advisors
12:30

EXPO & NETWORKING BREAK

Josh Yager
PRACTICE MANAGEMENT THEATER
13:30

Estate Planning (1 CPE CREDIT)

Part 1: Your role in your client’s estate
  • Estate Planning in relation to Business Succession and how you can efficiently integrate them
  • The many considerations both tax and financial to consider before closing an estate
Part 2: Fiduciary Governance for Trustees
  • Recognize the key elements of a fiduciary governance process
  • Identify what documents to include in the trustee's compliance library
  • Determine how to create the record of "What you did, when you did it and Why you did it
Josh Yager, Principal, Anodos Advisors
14:30

EXPO & NETWORKING BREAK

Anita Wu
PRACTICE MANAGEMENT THEATER
15:00

Panel: Dominating industry specific accounting (1 CPE CREDIT)

  • Identifying a specific industry to account for and building a rolodex
  • Learning the specifics of said industry to dominate as ‘the CPA’ in the space
Anita Wu, Principal, Motion Picture Services, Green Hasson Janks
Brian Watson, Head of Royalty & Licensing, Green Hasson Janks
Mark Kawauchi, Audit Principal, Green Hasson Janks
Frances Ellington, Senior Tax Manager, Green Hasson Janks
Ciara Macmahon
PRACTICE MANAGEMENT THEATER
16:00

Selling Your Services (1 CPE CREDIT)

Part 1:How to increase fees, value bill & maximize the value of your practice for sale
  • How do you know if your fees are too low and best practices for raising fees
  • Strategies to sign up new clients for more than the bare minimum
  • How to structure your new client package of services
Part 2:How to Sell More and Feel Good About It
  • How to solve their client’s problems from a partnership perspective
  • What elements go into understanding prospects needs and wants
  • How to avoid the single biggest mistake most sales people make
17:00

2019 Tax & Accounting Technology Innovation Awards

Now in their 16th year, CPA Practice Advisor's annual Tax & Accounting Technology Innovation Awards have been the pinnacle of recognition for technology vendors serving the tax and accounting profession. The awards recognize outside-the-box thinking in product development, breakthrough technologies, state of the art design and implementation, and cutting edge concepts that help accounting professionals and their clients be more productive and profitable.
last published: 15/Jul/19 18:05


PRACTICE MANAGEMENT THEATER, Wednesday 24 July 2019

Mari-Anne Kehler
09:00

Keynote Address: The Versatile CPA: How the new wave of Accountants is redefining the industry

  • As the talent incubator warms what is expected of new CPAs in this digital age and how can your firm keep up?
  • Driving a consultative mindset to become your clients ‘versatile advisor’
Corey Greene
09:30

Why continuous transformation is the key to thriving in the current market landscape (1 CPE CREDIT)

  • Shift your firm toward forward-looking value-added services beyond traditional offerings
  • Mitigate surging market risks through a strategy of continuous improvement
  • Work towards more meaningful client relationships, more engaging work for staff and a healthier bottom line
Session led by: thomson-reuters-div.-of-tax-and-accounting
10:30

EXPO & NETWORKING BREAK

Ara Kachadourian
PRACTICE MANAGEMENT THEATER
11:00

Wealth Management (1 CPE CREDIT)

Part 1: How to get started in wealth management
  • Add value to customers by incorporating PFP into your existing services
  • Understand target markets and map out the viability of your approach
  • Know what you need to know: how to educate yourself on wealth planning
Part 2: Wealth Management in today’s tax planning practice
  • How to create and add value for clients who traditionally see CPA’s as tax planners
  • Utilizing comprehensive wealth management to uniquely position and differentiate your tax planning practice
  • The TEAM Based Model and how it translates to increased revenues and client retention with today’s demands on CPA’s
Ara Kachadourian, Investment Advisor Representative, Woodbury Financial
Emily Verdonk
PRACTICE MANAGEMENT THEATER
12:00

How to Grow a Firm & a Family (1 CPE CREDIT)

Insights on the Intersection of Clients and Kids
  • Growing a Firm and a Family
  • Replacing Fear & Finding Courage
  • Operating a Hybrid Lifestyle
  • Wow Factor
13:00

EXPO & NETWORKING BREAK

Mark Dauberman
PRACTICE MANAGEMENT THEATER
14:00

Building Your Practice (1 CPE CREDIT)

Three Tips for Enhancing You’re Practice
  • Improve the quality and value of work performed by staff through an effective training program.
  • Increase the value of your services to clients through specialization.
  • Learn to grow your firm by managing your client base and understanding when it is time to end a relationship that may be deterring growth.
last published: 15/Jul/19 18:05

 

 

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