A must for anyone running an accounting, bookkeeping, insurance, financial planning, mortgage or any financial services firm.
Listen to a lively discussion with the owners from four financial services firms as they discuss the challenges, issues, opportunities and plans for the near and long term future. Our experienced panel will talk about their plans for cash flow, funding, technology, workplace and safety, potential investments and lessons learned for the rest of 2020 and into next year.
Dan Luthi, COO, Ignite Spot Accounting
Carrie Kahn, CPA, Founder & CEO Business Group
Jeff Siegal, CPA, CEO, Siegel Solutions