First Partner Summit Experience of 2024

Update: 2024-06-11

Description

Paul and Mo have a discussion around their experience of the first Partner Summit in 2024! They recall some highlights from the event and how the mindset of many peers in the profession has shifted into understanding advisory and realizing value.

Comments

In Channel

Beyond Compliance: Build a 2026 Plan Clients Trust—and Happily Fund

2025-09-3027:27

Navigating 2025 Tax Law Changes: Proactive Strategies for Accounting Firms

2025-09-0926:46

Navigating Tax Law Changes: Proactive Advisory Strategies for Accounting Firms

2025-08-2731:11

Pulse of the Practice - Live from Miami: Innovation & Evolution: Lessons from Amazon and the Future of Tax Advisory

2025-07-2201:00:49

The Future of Client Relationships

2025-06-2426:37

Beyond the Numbers: Elevating CPA Practices with Wealth Management and Advisory Services

2025-06-1326:38

A Year in Review

2024-12-2426:01

The Evolution of Client Relationships in Advisory

2025-05-2726:11

The Challenge of Balancing Technology and Client Needs

2025-05-0227:52

Beyond the Tax Return

2024-09-1026:02

Back to School!

2024-09-0425:32

A Firm's Acquistions and a Leader's Coaching Mindset

2024-08-2022:17

A Progessive Firm's Perspective

2024-08-1332:25

Live from 2024 Advisory Symposium

2024-08-0601:02:38

Guilty Feelings

2024-07-3030:05

BOI

2024-06-1827:40

First Partner Summit Experience of 2024

2024-06-1126:09

The IRS Operating Plan for Audits

2024-05-2123:10

Managing Stress During Deadlines

2024-04-3033:55

SYNERGY 2023

2023-11-2108:01

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First Partner Summit Experience of 2024

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First Partner Summit Experience of 2024

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First Partner Summit Experience of 2024