Go from old school to cloud leader

The trusted strategies still work. Now it’s time to add the latest trends and tech to advance your practice into the future. Learn how at The Rainmaker SuperConference in Nashville.

 

Attend tech track

Join us at The Rainmaker SuperConference

June 5 – 7 in Nashville

Baby Steps to Future Proof Your Practice

Technology Track, June 6, 3:15PM

Jay Kimelman

Articles and guides

Education

Upcoming events

Thu, 26 Apr 2018

40 Advisor CREDITS - 4 CPE CREDITS

Xero Advisor Certification (Webinar)

You need partner edition to attend this course.  View course

Live webinar - 4 HOURS

Tue, 01 May 2018

New - 1 Advisor CREDIT

Product Update - May 2018

Xero online accounting software is built in the cloud and enhanced regularly with new tools. Stay on top of these key updates and announcements with our quarterly webinar. A Xero teammate leads the webinar and walks you through new product features, exciting announcements and sneak peeks of what’s to come. View course

Live webinar - 1 HOUR

Wed, 02 May 2018

40 Advisor CREDITS - 4 CPE CREDITS

Xero Advisor Certification (Webinar)

You need partner edition to attend this course.  View course

Live webinar - 4 HOURS

Materials


Womens Leadership forum

Creating a Supporting Network (PDF)

Looking into the Crystal ball

Modern Succession Planning (PDF coming soon)

 

Fun and inspiration