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FVC2243. Practice Management: Tips, Tools, Practices & Trends

Catch-all for best ERP systems/programs, staffing & mentoring, succession, and most recent: consolidation trends and how that impacts the future of our profession. With so much "movement" in the industry, it could be helpful to hear from small, mid, and/or large firms about what it is like to run their own firm, what it takes to be successful, etc. Touch on key areas of practice management including retention and staffing (off-shore staffing)

Learning Objectives:

  • Distinguish yourself in an evolving niche FVS industry with increasing competition in the marketplace.
  • Recognize local and regional opportunities as firms continue to combine. Identify how your personal and firm branding can be enhanced through employee satisfaction and retention.
CPE Credits
NASBA Field of Study
Personal Development
1-2 Years in the Profession
Advanced Preparation
Session Tags