high-achieving cpa firm partners and industry luminaries will be joining rick telberg from cpa trendlines to share insights and experiences into today’s toughest questions and tomorrow’s most promising opportunities. cpas will be learning directly from from peers and experts, including michael platt from inside public accounting, bill carlino from accounting today, and tony batman from 1st global, one of the sponsors.
the agenda includes:
- top growth strategies for both tax and wealth management firms
- effective methods to build transferable enterprise value
- ideas to manage clients’ life-cycle changes
- techniques to developing the next generation of clients
- new succession planning strategies and much more.
