Name
Session 3
Date & Time
Monday, November 18, 2024, 12:00 PM - 4:00 PM
Speakers
Christine Triantos, Infinite Advisors
Amy Bridges, CPA.com
Christine Triantos Amy Bridges
Description

Classroom opens for tech check/Q&A at 11:45 ET

Workshop 12:00 - 4:00 pm

- Engagement Letter and SLA 

- Technology  

- Staffing 

- Setting KPIs 

- Defining Your Action Plan 

Virtual Session Link
View Session
Session Type
Workshop