Focus Session: Practice Management

Wednesday, June 16
9 a.m. – 10 a.m.

Productivity Powered by People, Process and Technology


Peter Kaplan, CFP


Does your business run at maximum efficiency? Join Kaplan as he shares how to run a highly efficient and productive practice where your people and workflows combine with the latest "hot" technology available internationally. Learn effective time management tips and tricks. Discover the do's and don'ts of technology selection. Receive documented workflows to streamline client management and service delivery. Implement these practical practice management solutions for an immediate and long-lasting positive impact on your productivity.

Appeal: Global
Level: General
Interpreted: Japanese, Korean