Meeting Announcement: 

Firm Foundation Partner Summit

You are cordially invited to participate in the annual Firm Foundation Partner Summit to be held in San Antonio, TX on November 9-11, 2008.  This meeting is designed to allow leaders of our member firms - as well as prospective member firms - to interact with peers and the Firm Foundation team while gaining critical industry and membership updates.

Conference and registration website: www.regonline.com/ffpartnersummitF08.

Beginning with a welcome reception on Sunday, November 9, the Firm Foundation staff will host a number of events and discussion panels open to each firm. We are requesting one participant from each firm to help facilitate networking, idea sharing and best practice discussions. The intended audience for this meeting is managing partners and partners/senior management. 

The Partner Summit will provide:

• Opportunities to network with others outside of a meeting room - we'll host a welcome reception on Sunday evening and a group dinner on Monday evening to further relationship building.
• An overview of tools, services and training available as part of your membership as well as tips for implementing them into your practice.
• An overall industry update as well as current developments and trends in tax, human resources, marketing and technology.
• Best practice sharing with peers.
  

We are committed to making Firm Foundation a valuable resource for your firm and look forward to bringing our members together to connect and stay current! 

Practice Management Webinar Series

Firm Foundation provides a monthly practice management webinar designed for the partner groups of member firms.  The webinars are typically held on the last Thursday of each month from 10-11 a.m. Central from May-December.  There is no charge to attend and this web series may qualify for CPE credit. 

Here's what we have planned for 2008:

If you'd like to learn more about the tools and services Firm Foundation offers, we invite you to join us for the next Practice Management Webinar with no obligation.  To register, please complete the form on our contact us page and be sure to specify which session you're interested in.

Past topics include:
August 2008 - Maximize the Proposal Development Process
July 2008 - Succession Planning
May 2008 - Direct Marketing to Prospects
December 2007 - Section 6694, The New Preparer Penalty Standard
November 2007 - People Planning for Busy Season
October 2007 - Growing Your Practice through Client Marketing
September 2007 - Planning for an Effective Audit and Tax Season
August 2007 - Retention through Effective Performance Management
July 2007 - Developing an Effective Marketing Plan
June 2007 - Partner Compensation, Evaluation and Accountability