Menu

Return to Main Agenda Page

Concurrent Session IV

January 25, 2019, 11:15am–12:30pm


Facilitated Peer Conversations

Leave the Conference with a Leveraged Strategy - Ask us Anything

Presented by L. Gary Boomer

Facilitated Peer Conversations

Leave the Conference with a Leveraged Strategy - Ask us Anything

Presented by Allan Koltin

Facilitated Peer Conversations

Leave the Conference with a Leveraged Strategy - Ask us Anything

Presented by Gary Shamis

Executive Level Marketing Track

Problem Solving Roundtable: The Marketer as a Strategic Planner

Presented by Lauren Clemmer

(Joint with business development track) Over the past few years, we have just started to see our peers retire from their marketing and BD roles. As a still relatively new profession, the path to retirement for us is not clear. Many growth professionals receive their last promotion well before retirement is even a consideration. How do we stay motivated to keep learning and delivering without that carrot? How and when do we begin to plan for retirement? What is our role in helping secure our successor to ensure the firm continues to thrive? Join this roundtable discussion to talk about that final career path…what it looks like, what’s your role and when it begins. And bring your own questions to solicit insight from your peers.

Business Development Track

Career Paths: How to Retire as a Growth Professional in a CPA Firm

(Joint with marketing track) Over the past few years, we have just started to see our peers retire from their marketing and BD roles. As a still relatively new profession, the path to retirement for us is not clear. Many growth professionals receive their last promotion well before retirement is even a consideration. How do we stay motivated to keep learning and delivering without that carrot? How and when do we begin to plan for retirement? What is our role in helping secure our successor to ensure the firm continues to thrive? Join this roundtable discussion to talk about that final career path…what it looks like, what’s your role and when it begins. And bring your own questions to solicit insight from your peers.