"Success isn't something that just happens - success is learned, success is practiced and then it is shared."
-- Sparky Anderson
"Coming together is a beginning. Keeping together is progress. Working together is success."
-- Henry Ford
Each year, XCM Solutions invites select business partners that we feel offer valuable products and services for our clients to sponsor our Annual User Conference. We are fortunate to have the support of such great organizations who share our mission of helping firms become more efficient, productive and profitable.
We have worked with these partners to put together a Summer Webinar Series to give all users an opportunity to attend the sessions participating partners presented at the 2010 User Conference.
Upcoming Webinars :
New Possibilities and Profits for Your Practice - Rick Solomon, RANONE
This presentation will show you how to increase client retention, and your revenue, with some very practical ideas, along with seeing a new set of possibilities for your practice. Most practicing accountants have a wealth of opportunity simply by rethinking their relationship and role with clients. With some of the specific ideas you’ll get from this webinar, you can create a practice that generates more profits, and more fun, while working fewer hours.
July 21st at 1pm ET: https://www1.gotomeeting.com/register/863688649
August 19th at 1pm ET: https://www1.gotomeeting.com/register/224273201
Rick Solomon , CPA, Chief Executive Officer, RAN ONE Americas
Rick Solomon started his CPA career at an international CPA firm before going on to found and build one of the fastest growing CPA firms on Long Island. He developed and presented his renowned Sell Without Selling sales program to thousands of professionals around the globe, helping them add millions of dollars in new business annually. Rick is currently the owner, President and CEO of RAN ONE Americas, a world leader in helping accountants and other advisors build lucrative and rewarding business advisory practices. He travels worldwide to present motivational seminars and challenge thousands of CPAs and other professionals to expand their view of themselves and the value they bring to clients.
E-Marketing Essentials: Business Development through Online Activities - Alicia Olesinski, New Angle Marketing
E-mail marketing is a powerful tool unique in its ability to deliver relevant and targeted content, drive new business and identify cross-selling opportunities. Alicia will outline best practices, including a discussion on the benefits of digital vs. print (and vice versa), how to optimize your emails for deliverability and impact, how to tell if your efforts are working, and a high level discussion on how some firms use social networking sites to drive traffic to their websites and generate opportunities.
July 29th at 2pm ET: https://www1.gotomeeting.com/register/798788281
Leadership Workshop: Team-building at its best - Alicia Olesinski, New Angle Marketing
The Leadership Workshop is appropriate for all attendees interested in learning how best to motivate your team so that you’re not the only rainmaker and client service provider. Alicia will tackle techniques and strategies for making the office more fun and productive, bridging the generational divide, recruiting and retention, and developing a marketing culture – all critical to your firm’s business development success.
August 5th at 2pm ET: https://www1.gotomeeting.com/register/200582592
Alicia Olesinski, Founder and CEO of New Angle Marketing, LLC
Alicia Olesinski is founder and CEO of New Angle Marketing, LLC, a full solution marketing and practice development company dedicated to helping accounting firms differentiate themselves and generate new business opportunities. For 15 years, Alicia has worked exclusively within the professional services arena, creating marketing programs that are scalable, achievable and highly effective for practices of all sizes. Prior to New Angle Marketing, Alicia was the Marketing Director for a 100-person accounting firm, and later became the Corporate Director of Marketing and Practice Development at one of the largest regional firms in the country, where she implemented practice development strategies that resulted in double digit growth. An active member of numerous business and trade organizations, Alicia is frequently invited to speak at national conferences, provides soft skills training for individual accounting firms, and writes for a variety of national publications.
The Value of an Integrated Practice Management Solution - Maconomy*
Many accounting firms are missing out on the numerous efficiencies that can be gained by adopting one integrated solution (often referred to as “ERP”) for time and billing, engagement management, resource planning and staff scheduling, back-end financials, CRM, and other business functions. Because disparate software systems trap data in silos, they require workarounds that result in redundant data entry and often errors. Siloed data also make business intelligence efforts more difficult, limiting a firm’s ability to identify key relationships and patterns.
Expanding on the theme of the May 2010 white paper, "The Quest for Efficiency", co-written by Maconomy and Boomer Consulting, this webinar will discuss the advantages firms can gain by implementing one integrated solution for their critical business processes.
July 28th at 2pm ET: https://www1.gotomeeting.com/register/893112392
August 11th at 2pm ET: https://www1.gotomeeting.com/register/209894473
*Note: This session is ideally suited to larger firms with 100+ employees.
