CHANNEL COUNTIES CHAPTER – Online via Zoom Conference

SPEAKER: Mark H. Fowler

Learn from a top business consultant what has been taking place during the shelter-in-place season with client interaction and many firms re-engineering their practices and going to a higher level with clients.

Mark is heavily involved with CalCPA as an active member of the MAP Committee (management of an accounting practice) and brings a wealth of experience advising CPA firms how to successfully maneuver into the future of public accounting.

Objectives

1. Recent survey of what firms have been experiencing during the pandemic.
2. What are the strong foundations, the cornerstones of a firm’s success?
3. What qualities are required to go forward and what are new practice area issues?

Talking Points

• Hardest things experienced
• Lessons learned
• Client erosion
• Team members
• Succession

Misc. Information:

Registration is complimentary and limited to 25 participants. No CPE will be offered.

The Zoom meeting information will be provided to participants on the morning of the event.