SD Firm Administrator Forum: Roundtable Discussion | K1100118

Date :
January 16, 2018 11:30 AM - 1:00 PM
Location :
San Diego Area
Facility :
The Broken Yolk Cafe
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Level of Difficulty :
Basic
Member Price :
0.00
Nonmember Price :
0.00
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Join fellow firm operations professionals for the Firm Administrators Forum. Enjoy lively, helpful discussions of issues related to the day-to-day operations of a CPA practice ranging. The format is a casual, round-table discussion that usually begins with a specific topic then branches off into a variety of topics. If you would like to add a specific discussion item to the agenda, please email Forum Chairman Polly Rix at prix@dickersonrix.com. Attendees are responsible for purchasing their own lunch.

Objectives:

Learn from your peers!
Gain insight and tips into practice management. Learn standard practices from fellow firm leaders and ways to perform your jobs better!

Major Subjects:

Please email Firm Administrator Forum Chairman Polly Rix with any topics you would like to discuss at prix@dickersonrix.com.

Advanced Prep:

Please bring one example of a process (system, form or checklist) or a solution to an issue that worked particularly well this past tax season.

Misc. Information:

Attendees are responsible for the cost of their meal/refreshments.
Level of Difficulty:
Basic
Prerequisites:
None
Designed For:
Financial professional staff who want to discuss day-to-day operations of a CPA practice.

Instructors

No Instructors listed.
No Agenda or Materials posted.