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Sessions | Instructor | Event Registration |

Event Information

SD Firm Administrator Forum | K1101119
Date: November 21, 2019
Event Start time: 11:45 AM   End time: 1:15 PM
Location: San Diego Area

Facility: PKF Accounting & Audit
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Member:       $0
Nonmember: $0

CPE Credits:



Join fellow Firm Administrator's for a self-directed lunch and learn session. Firms of all sizes (from small to large) are represented. Various topics are presented and discussed at each meeting. The November meeting is hosted by Firm Administrator Polly Clark at PKF in Mission Valley. Everyone is asked to bring their own lunch. For specific questions, please contact Group Chairman Polly Rix, Firm Administrator, Dickerson Rix and Co., at prix@dickersonrix.com. Registration is required, but there is no fee for the program. There is no CPE.
Objectives:
  • Learn from your peers!
  • Gain insight and tips into practice management. 
  • Learn standard practices from fellow firm leaders and ways to perform your jobs better!

Major Subjects:
Everyone has an opportunity to speak at this group meeting where firm administrative leaders shares ideas.

Level of Difficulty:
Overview

Field of Interest:
Business Management and Organization

Prerequisites:
None

Designed For:
Financial professional staff who want to discuss day-to-day operations of a CPA practice.

Advanced Prep:
Be prepared to interact - this is a lively discussion group, and its success depends on involvement from attendees! Come with best practices or questions!

Event Notes:
Please bring you own lunch and registration is required. There is no fee for the program and no CPE is offered.