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, Carmel Mountain
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Level of Difficulty :
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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 Attendees are responsible for purchasing their own lunch.


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

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:
Designed For:
Financial professional staff who want to discuss day-to-day operations of a CPA practice.


No Instructors listed.
No Agenda or Materials posted.