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Practice Management Workshop


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(Check-In 9:30am)

Conference Center at Waltham Woods

860 Winter St
Waltham, MA 02451

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5.00 Credits

Member Price $349.00

Non-Member Price $449.00

Overview

You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1144914. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

MassCPAs’ New England Practice Management Conference is one of our most popular events for firm leaders. This spring, we are excited to offer a new Practice Management Workshop to catch up with colleagues after tax season, review how the season went and discuss what to implement for the coming year. This one-day session will feature roundtable discussions and insights from top thought leaders on important topics for your firm including:

  • Recognizing the signs of burnout
  • Best practices for goal setting
  • ChatGPT and AI
  • And more!

We hope to see you there!

Friday, June 23

General Session

9:55am - 10:00am Opening Remarks

This session is available to registrants and their guests

General Session

10:00am - 10:50am A Survivor’s Story: Recognizing the Signs of Burnout

Earlier in my career, I was addicted to stress and the #hustleculture was my way of life. However, stress soon turned to burnout, and I was faced with deciding between my health and wellbeing and the multimillion-dollar business I grew from the ground up. Now, being on the other side of that decision, I am determined to teach others how to recognize the signs of burnout, provide tips to overcome it and share tools to prevent it. 

This session is available to registrants and their guests

General Session

11:00am - 12:00pm Roundtables by Firm Size

This session is available to registrants and their guests

General Session

12:00pm - 12:55pm Lunch

This session is available to registrants and their guests

General Session

12:55pm - 1:45pm Achievement Now: Elevate Your Success

Despite the amount of content available about achievement and success, 92% of individuals who set yearly goals fail to reach them (according to Inc. Magazine). In this interactive session, we’ll provide the education necessary to help participants create permanent habits to drive achievement. Participants will leave with an understanding of why so many people fail to reach their goals and the knowledge to create meaningful individual goals. We’ll also cover simple habits that can be implemented immediately to drive achievement, actionable keys to a productive mindset, features of an energizing goal and individual action steps to begin the achievement process. 

This session is available to registrants and their guests

General Session

2:00pm - 3:00pm Roundtables by Topic

This session is available to registrants and their guests

General Session

3:10pm - 4:00pm An Introduction to ChatGPT and the World of Generative AI

One of the biggest professional challenges for CFOs, controllers and corporate accountants is keeping up to date with the rapid pace of change in information technology. In this session, we’ll provide an introduction to ChatGPT and the world of generative AI applications, as well as the potential applications of generative AI, including those in accounting and finance. (This description was written by Chat GPT.) 

This session is available to registrants and their guests

General Session

4:00pm - 4:05pm Closing Remarks

This session is available to registrants and their guests

Non-Member Price $449.00

Member Price $349.00