High-Potential Employees: Strategies for Retaining Top Talent

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Let’s talk about the ancillary services you’re likely providing to your clients. Odds are, you do a lot every day that goes unnoticed, and maybe even unpaid. Maybe that’s the true “cost of doing business” but maybe it’s something you’d like to change if you could. The fact is many firms have successfully positioned those off-the-books activities as a part of their paid services. The results? Stronger client relationships and increased revenue for the practice.

Join us on November 30th to explore:

Why scope is important and how to craft a scope agreement
What is “Duplication Thinking” and how can it help your firm?
Best Practices for bringing advisory services into your conversation
How to monetize advisory services to increase your firm’s revenues

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Mucki Sobiana

Mucki Sobania is a Senior Solutions Consultant at Thomson Reuters, where she works in the Tax and Accounting Professionals segment demonstrating their suite of products that aid in the growth and transformation of tax and accounting firms—including the Practice Forward Program.

In her current role, Mucki continues to look for opportunities to help firms scale to being “Advisory Centric” in their client relationships as they grow their practices.

Christopher C. Papin

Christopher C. Papin wears many hats. He is a licensed attorney, a certified public accountant, and a life, accident and health insurance producer. He received a Bachelor’s degree in accounting from the University of Oklahoma in 2004 and a Master’s degree in accounting from the University of Oklahoma in 2005. Chris became a Certified Public Accountant in 2007 and received his Juris Doctor degree from Oklahoma City University School of Law and was licensed to practice law in Oklahoma in 2008. Chris was admitted to practice before the United States Tax Court in 2010.