Any of the topics listed below can be used as a theme for plenary, keynote, after dinner, etc. settings.
The Agony and the Ecstasy of the Billing Process
Mort reviews the pleasurable and not so pleasurable aspects of the billing and collection process. He describes case histories and offers practical suggestions. If you find yourself avoiding this aspect of public practice, then this presentation is for you. If you feel good about your billing and collection performance, then you may discover new ways to improve your results.
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Being sued and being charged with Professional Misconduct
Suggestions and reflections by Mort Shapiro
During this presentation Mort discusses practical techniques for minimizing your vulnerability to being sued and being charged with professional misconduct. And, because you can’t always keep from being sued, he reviews techniques for defending yourself should you find yourself under attack. Mort analyses real situations and illustrates time saving and stress reducing strategies. This session is a must for anyone in practice.
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Home / Office Balance
In this presentation Mort explores the competing pressures and complications experienced by practitioners between their home and office lives. In his review Mort addresses strategies for dealing with these issues. If you, your family or your firm are victims (or on your way to becoming victims) of today’s complex environment then you should attend this session.
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Buying and Selling an Accounting Practice
In this talk, Mort addresses the process by which buyers and sellers of accounting practices can achieve their goals. Examines common barriers which prevent a successful experience. Mort explores a variety of circumstances which affect this process, including: age of practice; service mix; timing; management information systems; and money.
This presentation is for anyone who sees themselves as ever wanting to buy or sell a practice. It is of particular interest to those who are currently involved in such negotiations.
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Building a Practice in Today’s Market Place
In this talk, Mort addresses the ways in which practitioners are building their practices in today’s environment. He examines how things need to be different from past practices. Mort suggests ways in which you can adapt to these changes and how you can overcome the most common roadblocks.
This presentation is for anyone who has an interest in the growth of an accounting practice: whether as a partner, a partner-to-be or as a stakeholder of any other sort.
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How will you know when you’ve arrived? (Or “Daddy are we there yet?”)
In this presentation Mort discusses the risks inherent in not having a Comprehensive Strategic Business Plan for YOUR practice. He reviews contemporary pressures and factors to consider when doing a Strategic Plan for your accounting practice. His presentation includes anecdotes and case studies from his practice as a consultant to accounting firms of all sizes throughout Canada.
If you have ever wondered “How are we doing?” or “How do I get rid of the feeling that I’m out of control?” then this presentation is for you.
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Public Practice – Are you still having fun?
Mort poses this important question and through a series of “table talk” exercises explores the existence of absence of fun and joy in public practice. He explores common underlying causes that explain the loss of enjoyment for public practitioners. He also suggests ways in which you can rediscover the fun elements of public practice or enhance your existing levels of joy.
If you don’t enjoy yourself in your practice as much as you used to, or if you’d like to make things better, then you should attend this presentation.
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