25-September
The Massachusetts CPA Society announced the dates and lineup of speakers for their Annual New England Practice Management Conference. 2020 Chairman, Chris Frederiksen will present on 2 topics. The first is a pre-conference session on How to Build a Successful Wealth Management Practice. A recent AICPA/ Moss Adams survey reveals significant increases in profitability with the successful implementation of wealth management services. Chris will guide you through the many considerations in today's marketplace, as well as introduce you to real life examples of firms who have enjoyed great success with their comprehensive wealth management services. The clients love it and need it, and Chris will suggest that it's malpractice if you don't offer it! Chris will also host a breakout session entitled The Merger Trend - It's in Full Swing and Bound to Touch You at Some Point. M&A Activity is on the rise and this session is designed to give the inside knowledge on what you should doing in your firm if a merger or acquisition is anywhere on your horizon in the next 5 years. The 2-day conference takes place November 6 & 7 with the preconference workshop Wednesday afternoon. More information can be found at www.mscpa.org/cpe.
