Marketing - Best Practices

Session Date: 
May 10th, 2017 - 9:45AM11:00AM


A focused discussion of marketing best practices by plan practitioners

Attendee will discuss how to best position their EB practice in their market Share ideas on how to promote their EB practice

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Denise Gueli CPA, Partner, Bonadio & Co. LLP, CPA's, Amherst, NY 36, 71
Jason Russell J.D., LL.M., Managing Director, Global Employer Services, Deloitte Tax LLP, San Francisco, CA 48, 71

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2