The 2012 seminar program is currently being finalized. We'll be presenting 18 2-day conferences across the country. To take advantage of the super early-bird, find out what cities we'll be visiting and save $100 click here.

More information to be added shortly. Please call 800 788 0190 with questions.

Planned Cities and Dates

*DATES AND CITIES SUBJECT TO CHANGE 

Review the 2011 Seminar Program:

Day 1 - Build Your Revenue Base. Go

Day 2 - Maximize Your Profitability. Go

Two seminars on consecutive days in 15 cities.

Attend one day or both!

30 Fujitsu Scansnap S1300s to be won. Valued at $295.

Thank you Fujitsu!

Must be present to win!

Day 1 - How to Build Your Revenue 

Here are 6 key ways to do it - pick 1 or more!

1. Build a Marketing Machine

Marketing is definitely back in fashion! We'll look at:

• The most successful initiatives among 2020 members
• Social Networking and how to do it effectively
• Developing your brand - digital and traditional
• What's your plan and what's your budget?
• Being different - Focus, focus, focus

2. Wealth Management

This is what your clients need and want. You are their "trusted advisor." This session will discuss:

• Make sure you have the right model
• Using the "Circle of Life"
• What results to expect
• Working with alliance partners to gain leverage
• How to market WM - Yes it requires marketing!

3. "Insourcing" Client Accounting

More and more clients want to outsource their accounting and bookkeeping functions to cut costs, focus on core activities and get better quality information. We'll cover:

• The ins and outs of insourcing
• Using web-based technology
• Marketing insourcing to your clients

4. Payroll and HR Services

Payroll is often treated as "an accommodation." Other firms do very well at it. This section will look at:

• Why payroll is an easy service to sell
• How payroll bonds you to your clients
• How to make payroll profitable

5. Business Advisory Services

"I want my accountant to be more proactive" - that's the most common response from our surveys of 12,000 entrepreneurs. This session will look at:

• Benchmarking as a natural, easy add-on
• Strategic Planning, Profit Improvement and KPIs
• Cost Segregation, Financing and other opportunities for new revenue

6. Buy, Sell Merge

The number of M&A opportunities has never been greater and is a viable option for firms looking to grow. We'll discuss:

• Current pricing - it's changing
• Multi-stage buyouts become more popular
• Where to find practices for sale
• The 20 Key Deal Points

Day 2 - How to Maximize Your Profitability 

We'll address the key issues and opportunities of running a successful practice, including using technology effectively. this seminar will help you"

1. Use Key Metrics to Manage Effectively

Work ON your practice, not just IN the practice. What you can measure, you can manage. Good advice we've all heard, so let's put it into practice:

• Agree a strategic plan
• Build your firm KPIs and a firm dashboard
• Optimize the "revenue equation"
• Create real incentives and rewards
• Optimize billing and realization
• Review your Practice Management Software

2. Develop a Cohesive Technology Plan

In this session, we'll work on a technology plan for your firm which will include:

• Hardware and software needs
• Automated workflow and portal technology
• Selecting a proper DMS if you don't have one
• Scan, organize and populate

3. Move Your Firm into the "Cloud"

In simple terms, moving to the cloud means getting rid of your in-house server and using the services of a specialized provider. We'll discuss:

• What the cloud is and isn't
• Why and how we went to the cloud in 2010
• Cloud options and economics
• Being in real time, anywhere and anytime
• Why this is inevitable

4. Automate and Outsource Repetitive Tasks

Technology allows you to outsource a number of data entry-intensive and repetitive tasks. This information is then downloaded into your general ledger or tax systems, where you can work on it anywhere, anytime. This frees you to focus on delivering real value to your clients.

5. Ensure Proper Security for Your Client's Data

This has become a big issue with new legislation and more hackers moving 'down market' to SME accounting firms. This session will focus on:

• What the legislation says
• Effective email encryption
• What you can do now to protect your firm - It takes less than 90 minutes to hack into a typical CPA firm

6. Enhance Your Marketing Efforts Through Technology

Using technology, you can differentiate your firm from competitors and be just as aggressive as larger firms. Here's how to step up your marketing game:

• Get a quality contact management system
• Automate your direct mail and email
• Keep your website fresh and stay at the top
• Send regular e-communications to your database
• Use cost-effective support