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The Future of the Entrepreneurial Tax Professional Conference

Agenda

Day One

  • 8:00 - 9:00: Breakfast
  • 9:00 - 9:45: Introduction and Welcome
  • 9:45 - 10:30: Transforming Transactions into Relationships
  • 10:30 - 10:45: Break
  • 10:45 - 11:30: Best Practices: Prescribing and Filling
  • 11:30 - 12:15: CIC Services (Captive)
  • 12:15 - 1:15: Lunch
  • 1:15 - 2:00: Ed Lloyd (Charitable LLC)
  • 2:00 - 2:45: A Tale of Two CPAs
  • 2:45 - 3:00: Break
  • 3 :00 - 3:45: Deconstructing Today's Financial Services
  • 3:45 - 4:30: The True Meaning of Fiduciary
  • 4:30 - 5:30: Family Office Director Panel and Q&A
  • 6:00 - 8:00: Dinner

Day Two

  • 8:00 - 9:00: Breakfast
  • 9:00 - 9:45: Marketing Your Future Practice
  • 9:45 - 10:15: Regulation and Compensation
  • 10:15 - 10:30: Break
  • 10:30 - 11:15: Your Success Map
  • 11:15 - 12:00: Tying It All Together

Downloads

Team

Scott winters financial gravity

Scott Winters
Chief Executive Offier

Jennifer winters financial gravity

Jennifer Winters
Chief Operating Officer

Ed lyon financial gravity tax master network 1

Ed Lyon, J.D.
Chief Tax Strategist

Dave orourke headshot 1

Dave O’Rourke
Chief Evangelist

John pollock financial gravity

John Pollock
Executive Vice President

Bryce hamilton family office partner

Bryce Hamilton
Family Office Partner

Ashley winters liaison copy

Ashley Winters
Family Office Partner

Jill jaglowski headshot

Jill Jaglowski
EVP of Partner Success

Jeff henderson

Jeff Henderson
Photography and Event Consultant

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