Cocktails and Brainstorming
with Wendy Kelley and Katie Mosher

  • Live from SNH 2021
    Mon, Oct 25
    Online
    Oct 25, 4:00 PM – 5:00 PM CDT
    Online
    Live from Scaling New Heights 2021
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  • The Move to Automation
    Mon, Nov 22
    Online
    Nov 22, 4:00 PM – 5:00 PM CST
    Online
    How to Eliminate Manual Data Entry
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  • Year-end Procedures
    Mon, Dec 27
    Online
    Dec 27, 4:00 PM – 5:00 PM CST
    Online
    Offer Year-end Review for Taxes. Your Clients Will Love You!
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  • Client Contracts
    Mon, Feb 21
    Online
    Feb 21, 2022, 4:00 PM – 5:00 PM CST
    Online
    Managing Expectations with Clearly Written Contracts
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  • Digital Document Exchange
    Mon, Mar 21
    Online
    Mar 21, 2022, 4:00 PM – 5:00 PM CDT
    Online
    Improve Profitability by Automating Document Exchange
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  • Marketing Your Firm
    Mon, May 23
    Online
    May 23, 2022, 4:00 PM – 5:00 PM CDT
    Online
    Creating a Comprehensive Marketing Plan
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