With an MBA from UC Berkley Leslie Shiner has been honored as a top 25 Thought Leader by CPA Practice Advisor magazine. She is an author, speaker, and trainer with more than 25 years' experience as a financial and management consultant. 

"Using Psychology 101 to Build Your Business"

Leslie Shiner, MBA

"The 7 Minute Conversation Every Client Needs to Have Every Month" 

Mike Milan, MBA

"Planning and Focus- The Real Keys to Success"

Seth David
Session Descriptions

"Using Psychology 101 to Build Your Business", Keynote by Leslie Shiner - MBA

You are not crazy and neither are your clients – or at least most of them aren’t. But you can use psychological principles to better understand the needs of your clients and help them understand their need for your services. Exploring concepts such as perception, cognition, attention and motivation can help you build your business. Find ways to improve interpersonal relationships to improve your own profits. We will discuss the difference between internal and external motivators and how to use these motivators grow your practice. Understanding the Accounting Hierarchy of Needs can help you help your clients create a well-run profitable business. Learn to integrate other psychological principles in your business, such as intermittent and continuous reinforcement, operant conditioning and more.


"The 7 Minute Conversation Every Client Needs to Have Every Month" - MIke Milan, MBA

In one hour, you will learn a technique to convert any client, including that “once a year” tax client, into a regular monthly or quarterly advisory engagement. No business owner wants to devote the hours it used to take to understand their businesses financial metrics. But all of them can benefit from seeing their business through the eyes of the financials a few minutes per month. During breakfast, I’ll show you how after just one conversation, any small business owner will want to have you on their financial management team.

"Planning and Focus - The Real Keys to Success"

- Seth David

By applying a simple system, based on strong core fundamentals, I have been able to navigate my company, once again, creating something out of nothing. This is a system that works. I am going to show you a plan, and give you the template for how to do it yourself. This is a Wall St. CFO approach to creating a solid plan for a small business.


We’ll be using Google Sheets, and Google Chrome. I’ll go over the importance of getting paid online, and I’ll touch on pricing, as well as how you can easily capture payments from customers online. I’ll show you way you will rarely need to send invoices to clients. Invoicing is a time consuming process. By virtually eliminating it from my practice, I have been able to get more done in less time, because I am more focused.


Here are the steps we will take:


  • Make the plan.

  • Execute the Plan.

  • Expect the plan to go off the rails.

  • Adjust the plan.

  • Review

Then we'll show you how to use the very elements of your plan to stay laser focused, so you can reach your goals. Distractions are the number 1 offender. Focus is the solution, but it's impossible to stay focused without a plan.

A plan is useless if you don’t use it. It needs to be visited and revisited regularly. Daily. Weekly. Monthly. Quarterly. Annually. We'll use technology to show you how to set your goals, create your plan, and execute the plan.