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Producer Circle Spring 2012 Presentations

Producer Circle

Spring 2012 Presentations

All of the video recordings and PowerPoint presentations are linked under the agenda topics below:

Introductions

Jim Boomer leads an introduction of those in attendance and describes the purpose of the spring meeting.

Industry Roadmap & Vision

Industry overview and trends focused specifically on trusted business advisor services. Learn what progress has been made in the areas of Client Accounting Services, technology and cloud computing.

The Advantage of Moving to the Cloud from other Desktop Software – Firm and Client Perspectives

Amy Vetter, Intacct Corporation will discuss the evaluation of moving to the cloud; from the planning and adoption of new processes to how to connect it all. Learn strategies on how to become the change management catalyst, both within the firm, and with clients to move away from QuickBooks or other desktop software. Learn the value proposition for your firm to create more efficient processes when working internally and with clients.

Roundtable Debrief – Best Practice Sharing

A Year in Review

Jeff Hays and Jim Laubinger of Corbett, Duncan & Hubly will present an initial one-year case study outlining their firm’s successes and challenges of building their practice. Throughout their presentation they will lead an open group discussion to allow others to share their progress and results.

How to Blow Out a Market & Go after a Vertical
Develop an effective marketing strategy to effectively attack a vertical and develop a specialized niche by following a consistent methodology based on Lean principles.

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