3 Day Practice Management Conference and User Training will be May 25-27, 2010 at the Flamingo Las Vegas
Meeting times will be from 8:30am to 4:30pm each day. Breakfast will be provided at 8:00am and lunch at 12:00pm for all attendees.
Day 1 User Training
Tuesday May 25th, will be for software training on our NEW 2010 version, in small group, classroom style sessions. Many subjects will be covered including setup, configuration and basic use of the program. In addition, attendees will also have the opportunity to familiarize themselves with and utilize the newest features of Office Tools Professional. This day is optional and sold separately. Attendees will need to complete the registration form to reserve a spot. (No CPE for Day 1).
Day 2 & 3 Conference - Earn up to 12 CPE credits
Starting May 26th accounting professionals and Office Tools Professional staff will be presenting in a group live setting, information on how to develop best practices for the firm. This years conference will also be a great opportunity to learn how to use all of the Office Tools Professional features as well as an opportunity to gather new ideas and methodology to apply in your firm. The agenda for Day 2 & 3 includes user presentations, a user round table, and a QA panel discussion with the speakers. New this year, we will be providing a "Best and Worst" of tax season session where professionals will share common problems and explore new solutions they experienced this year. In addition, Office Tools Professional will be presenting the 2010 new products and enhancements. The 2010 Users Conference will be a great way to network with others in your industry that use Office Tools Professional. In addition earn up to 12 CPE hours!Learning Objectives Include
- To be able to learn how to identify key components in defining, developing and implementing a workflow system.
- To be able to discover how to plan and implement a paperless office including hardware components.
- To be able to differentiate between best practices and poor practices when dealing with, branding your firm, social media, defensive policies, collections and identity theft.
- To be able to learn about new technologies available for data transfer, storage, backup and disaster recovery.
Day 2 & 3 Sessions Include
- Next Step in Paperless
- Improving Your Workflow Systems
- Email Management & Office Communication
- More on Adobe Acrobat in the Accounting Office
- Delegation: Do or Die
- Panel Discussion: Best & Worst Things Implemented
- Branding Your Practice
- Confidential Data & Compliance
- Practice Management Using Technology
- Social Media and the Accounting Office
- Beyond the Numbers: Billing Reports
- Improving Collection Policies
- Cloud Computing
- Confidential Data & Web Portals
- Data Backup and Disaster Recovery
- and more...
Designed for all members of the accounting firm especially those in management. Those looking for beginning level setup and training should also attend. No prerequisites or preparation is necessary.
Some of our Speakers
Darren Root CPA & Founder RootWorks, Randy Johnston Founder K2 Enterprises. Rick Oelerich LPA EA, Brett Porter CFP EA, Matt Holdsworth CPA, Steven Jager CPA, EA. Michael Giardina Founder of Office Tools Professional and Justin Rasmussen, Co-Founder of Coffee House Ideas

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