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

Wed, 29 Nov 2017

40 Advisor CREDITS - 4 CPE CREDITS

Xero Advisor Certification (Webinar)

Get a good grounding in the key principles to convert clients, work in Xero and analyze reports View course

Live webinar - 4 HOURS

Thu, 30 Nov 2017

1 CPE CREDIT

Intro to Xero - Houston

Get a big picture view of how we can help you to improve productivity and boost client relationships simply by using Xero. You’ll learn about Xero and how the various ‘editions’ come together to form a single, integrated solution. View course

Live webinar - 1 HOUR

Wed, 06 Dec 2017

1 CPE CREDIT

Intro to Xero

Get a big picture view of how we can help you to improve productivity and boost client relationships simply by using Xero. You’ll learn about Xero and how the various ‘editions’ come together to form a single, integrated solution. View course

Live webinar - 1 HOUR

Materials


Womens Leadership forum

Creating a Supporting Network (PDF)

Looking into the Crystal ball

Modern Succession Planning (PDF coming soon)

 

Fun and inspiration