1st Global Holds 8th Annual Conference

The resounding theme of 1st Global, Inc.’s 8th annual national conference, held on October 27th through 30th in Tucson, Arizona was quality service and relationships.

The financial services group sent the message that the key to success for CPAs and accounting professionals is to balance the need for efficiency with the value of building strong client relationships. In fact, 1st Global’s CEO and founder, Tony Batman, believes understanding a client’s needs is the most important thing a firm can do to be successful.

The conference held tightly to this theme by teaching a combination of time management and efficiency planning while emphasizing development of people skills and strong client relationships.

In addition to information on how to build a “world class” firm, the conference featured break-out sessions on insurance, fee-based asset management, broker-dealer services, compliance regulation, and panel discussions by 1st Global's top Financial Advisors.

Upcoming CPE Webinars

Apr 17
In this exciting presentation Excel expert David H. Ringstrom, CPA shares tricks that you can use with pivot tables every day. Remember, either you work Excel, or it works you!
Apr 22
Is everyone at your organization meeting your client service expectations? Let client service expert, Kristen Rampe, CPA help you establish a reputation of top-tier service in every facet of your firm during this one hour webinar.
Apr 24
In this session Excel expert David Ringstrom, CPA introduces you to a powerful but underutilized macro feature in Excel.
Apr 25
This material focuses on the principles of accounting for non-profit organizations' revenues. It will include discussions of revenue recognition for cash and non-cash contributions as well as other revenues commonly received by non-profit organizations.