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Mon, Sep 27



Getting Organized

Learn how to manage your clients, staff and projects

Registration is Closed
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Getting Organized

Time & Location

Sep 27, 2021, 4:00 PM – 5:00 PM CDT


About the Event

Growing your firm means a larger client base, more projects to keep track of, and more staff to manage. Do you ever find yourself wondering if everything is getting done?  Worrying if things are slipping through the cracks? Let's talk about ways to get your firm organized so nothing gets missed.


  • 30 minutes

    Cocktails with Wendy - Getting Organized; Awesome App

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    Brainstorming with Katie - Using QBOA to the Fullest - Work

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