Description:

A ground-breaking new monthly series exclusively from Surgent, designed to help your practice grow and thrive. Each month from May through December join us for a thought provoking discussion of the issues, trends and technologies that matter in practice today. Your hosts will include Jack Surgent, Rick Telberg, Jason Blumer Darren Root—an All-Star cast of nationally known experts in practice innovation, growth and profitability. Additional guest speakers will be featured in selected programs. Each session will include plenty of opportunities for Q&A. You’ll come away from each session with new ideas, new perspective and new connections.

Subjects:

• How to make the most money in your practice ever – this year
• Partner compensation – what’s working and what isn’t?
• What do prospective firm buyers look for? How do you prepare a firm for sale?
• Cloudy with a chance of profits – maximizing your use of the new technologies
• Staffing strategies – temps, outsourcing, talent development
• Bricks and mortar vs. clicks and bandwidth – is the virtual office model for you?
• Brand building – the firm’s and yours
• Curating the client list – who to woo, who to fire, how to decide

Objectives:

• Understand the trends and developments shaping practice and be able to use them proactively to your advantage

Design For:

CPAs with management responsibilities in their firm