Chris Frederiksen has been lecturing accountants and tax professionals for the last 20 years, and has done so for virtually all of the state societies, the AICPA, and the National Institutes of most of the English-speaking countries. Chris’s specific orientation is towards smaller firms, including sole practitioners. 

Typically, Chris will give the keynote address, but he is more than pleased to participate in workshops and panels in addition.

Chris will share his 20 key predictions of what will happen in the coming decade, and most importantly, what you as a practicing accountant need to do now to capitalize on these changes. You will leave confident in your ability to chart a successful course for your firm.

How to Build a Million Dollar Practice

Chris will show you how to build a marketing machine . . . a machine that WILL generate good clients . . . a machine that is NOT dependent on you (the CPA) for its success. Chris will lead off with the key concepts of marketing, which include the need for specialization and a clear focus, excellent marketing materials and consistent promotional marketing. 

How to Build a Successful Wealth Management Practice

Topics covered in this presentation include how to organize, market and manage your wealth management practice for success.  The latest government regulations and licensing requirements will also be discussed, as will key considerations including income allocation and setting and managing expectations (both internal and external).