TaxSpeaker

Small Firm Excellence Retreat

Live Seminar

Credit Hours: 16

By: Bob Jennings CPA, EA, CFP®, Cara Silletto, Ron Roberson CPA, Ryan Jennings

    Number of Attendees:

    $695.00
     
    IRS Number: **NOT APPLICABLE**
    Event Description:

    We are excited to bring back this bi-annual conference held at the end of the summer every two years at Disney World. This year it will once again be held at the Disney World Hilton, which maintains a large, discounted room block for us. We do limit attendance on this premium class-the only one of its kind designed for firms of less than 20 employees, which sold out in 2016, the last time we held this conference. Our outside experts this year include Forrest T Jones insurance discussing cyber insurance; and we are very excited to have Cara Silletto, author of “Staying Power: Why Your Employees Leave and How to Keep Them Longer” speaking for us on the 2nd day.

    Schedule August 23:
    08:00-9:45 am Identifying the Profit Points: Supply/Demand and Hours/Efficiency relationship. 2 live hours general knowledge Speaker: Bob Jennings CPA
    09:45-10:15 Break
    10:15-12:00 The Future for Accountants-Is Mark Cuban correct? 2 live hours general knowledge Speaker Ron Roberson CPA
    12:00-1:00 Lunch
    1:00-2:45 Liability Control, Cyber insurance & Engagement Letters: Speaker Forrest T Jones cyber insurance representative
    3:00-3:15 Break
    3:15-4:45 Cyber Security: 2 Live Tax Hours Speaker Ryan Jennings IT Director & Security Specialist-TaxSpeaker
    4:45-5:45 Vendor reception

    Schedule August 24:
    8:00-09:45 am New Strategies for New Hires: Improving Recruiting, on-boarding & training Speaker (Cara Silletto-Crescendo Strategies)
    09:45-10:15 Break
    10:15-12:00 Staying Power: Why your employees leave and how to keep them longer (Cara Silletto Crescendo Strategies)
    12:00-12:45 Lunch
    12:45-2:30 Client Services: Tax Planning for Individuals. 2 Live Tax Hours (Entire 8 hour E-Book provided) Additional free 8 webinar hours available by contacting the office after the end of the conference) Speaker: Bob Jennings CPA
    2:30-2:45 Break
    2:45-4:30 Exit Strategies; Buying/Selling/Merging and adding a partner. 2 live hours general knowledge: Speaker: Bob Jennings CPA

    There is a large room block held for Taxspeaker you can use the following link to get our discounted rate: https://aws.passkey.com/go/TaxspeakerConference

    https://aws.passkey.com/go/TaxspeakerConference

    Sponsor Details

    Sponsor: TaxSpeaker

    TaxSpeaker is a unique, practitioner-led seminar company known for providing practical, useful information presented by extremely energetic, interesting and knowledgeable speakers. Nobody falls asleep at these lively training classes! These industry-leading classes are presented for over 25 state societies as well as via online webcasts and on-demand internet based training.

    Attendees receive the most up-to-date guidance and value in the form of real practitioner speakers, free monthly newsletters for practitioners, lunch included at every full-day live class, free 2-hour ethics self-study class for all 1040 attendees. And all of this comes from a US-owned, practitioner-based seminar company. Speaker presentations use the most recent information available throughout the season to give our attendees the most up to date information.

    Knowledgeable speakers, passionate presentations and practicality-are the marks of a TaxSpeaker seminar.

    Attendee Requirements


    • Dress warmly in layers as the room may be cool.

    • The registration fee includes: light breakfast, highlighter pen, notepad, lunch and downloadable E-Book.

    Disclaimer

    THIS DESTINATION SEMINAR CANNOT BE PURCHASED WITH ANY OTHER PACKAGE OR DISCOUNT.
    THE CANCELLATION/REFUND POLICY FOR THE SMALL FIRM EXCELLENCE RETREAT IS AS FOLLOWS- THERE WILL BE A $250.00 CANCELLATION FEE FOR CANCELLATIONS AFTER AUGUST 15TH

    Cancellation, Transfer and Refund Policy
    IF YOU PURCHASED THIS COURSE IN A PACKAGE THE CANCELLATION/REFUND POLICY IS AS FOLLOWS-FULL REFUND FOR UP TO 30 DAYS FROM ORDER DATE AND AFTER THAT DATE THERE WILL BE NO REFUNDS FOR THE PACKAGE BUT WE WILL TRANSFER YOU TO ANY OF OUR WEBCASTS COMPARABLE TO YOUR PURCHASE.


    For Individual Seminar Purchase (not in the Seminar Package)-Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee.

    For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 or visit www.taxspeaker.com. NO REFUNDS WILL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS. Please call us at 877-466-1040 for auxiliary aid needs.

    Continuing Education
    Jennings Advisory Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor #108251

    Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.

    ALL OF OUR COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**

    Event Details
    Seating:
    LIMITED
    Cost:
    $695.00
    Hours:
    16
    Event Dates and Times

    TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

    Date 1 :   August 23, 2018
    Time 1 :   8:00 AM    Add to Outlook
     
    Date 2 :   August 24, 2018
    Time 2 :   8:00 AM   
     
    Event Location
    Venue:
    Hilton Orlando Lake Buena Vista
    Address: 1751 Hotel Plaza Blvd Lake Buena Vista, FL 32830
    Contact Information
    Speaker Bio(s)
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    Bob Jennings CPA, EA, CFP®

    Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional ar...

    Speaker
    Cara Silletto

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    Ron Roberson CPA

    Ron Roberson is a well-known tax lecturer who has more than 20 years of experience teaching throughout the United States. Ron annually speaks to thousands of tax professionals about the latest business and personal tax law developments, using his sense of humor and friendly speaking style to keep...

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    Ryan Jennings

    Ryan Jennings brings a wealth of technology experience to seminars. After setting up the network in his Dad's busy CPA firm at age 12 Ryan attended Ball State University and operated a CD replication and computer security consulting business. In 2009 he became Jennings Seminars full-time IT direc...

    Contact:
    Samantha Zarantonello
    Email:
    [email protected]
    Phone:
    812-288-1513 or 877-466-1040
    Testimonials

    Testimonial

    Event Objective
    The attendee will be able to solve many tax, security, management and technology and personnel issues facing small firms today.

    Prerequisites
    None

    Event Level
    Basic