Practice Management Conference Recap

PMC Attendees Gain from Big-group Ideas and Small-group Discussions

Held Sept. 24, 2008, the first Practice Management Conference featured dynamic roundtable discussions about useful topics. The conference’s 65 attendees gained from a day of networking and idea exchange.

Show attendees, who gathered for the conference at the Broward County Convention Center, shared their personal highlights from the daylong forum.

• “I enjoyed the roundtable discussion about marketing methods for CPA firms. I intend to implement some within our firm.” — Melinda Treu, Partner, HHCB, LLP Altamonte Springs, FL

• “When networking with clients for referrals, ask, ‘What can I do to get more clients like you?’ ” — Steven Press, Managing Partner, Press & Wesockes CPAs, Davie, FL

• “Use multiple screens to look at more than one program at a time when preparing tax returns. I will implement that change immediately.” — Marena Loeffler, CPA, Allure Accounting, LLC, Bonita Springs, FL

Check the FICPA Web site at www.ficpa.org for the date and location of next year’s conference. 

Conference attendees gather in small roundtable groups for more in-depth discussion and idea-exchange. Here, participants talk about “How to Manage a Valuable Practice.”

Practice Management Conference participants had ample opportunity to network, including during the conference reception.