AICPA & CIMA Personal Financial Planning Summit

This event brings together CPA and other financial planners who are leaders or future leaders in their firms to discuss and learn about topics that will help them make decisions for their firms and their careers. The Summit includes speakers and facilitators who are thought leaders in the profession discussing topics that go beyond the technical knowledge and strategies that clients require, including developing better and deeper client relationships, succession topics, employee development and firm culture, next generation changes on clients and staff, growing your business the way you want, balancing your own life goals with that of your business, and more.