What Is The Institute?

. . A 1.5 day MCLE educational program with a specially designed curriculum in a small intimate setting.

Sessions will include the following topics:

  • Customer Service: Managing Client Expectations
  • Practice Development Strategies
  • The Impact of Technology on Today's Practice Development
  • Setting Fees
  • Billing Modalities
  • Effective Collection
  • Metrics for Financial Success
  • The Exit Strategies: Succession & Retirement
  • And more designed to address the challenges of attendees

To allow for interactive discussion and accelerated learning, attendance will be limited.

Click here to register.