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Conversation Circle - Running Client Meetings
Conversation Circle Information

The January 11th session with Kelsey Brennan had a wait-list, so this is a repeat of that session!

Join NAPFA member Kelsey Brennan to discuss the format and frequency of client meetings at your firm. This will be an interactive discussion about what materials are distributed, how often meetings are held, and how they are structured. Bring your current practices, challenges, and questions to share with fellow members to help find ways to optimize client meetings.

Moderators: Kelsey Brennan
Audience: Everyone
Availability: No future session
Cost: FREE
Credit Offered:
No Credit Offered
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