Examining the Practice Management LifeCycle

• Define and review the most common workflow processes
• Discuss bottlenecks and frequent inefficiencies in typical workflow methodologies
• Establish new process' and change management techniques to help impliment ideal workflow

Phil Phares, Director of Education

Director, AbacusNext

pphares@abacusnext.com

Phil has worked in Information Technology since 2001 and has over 15 years of experience in instruction and training. A small business owner, he began working with OfficeTools in 2010 as an IT consultant and support technician. He’s been integral to the design and development of the current OfficeTools products and speaks regularly at national summits and conferences.

As the Director of Education, he runs the Training and Education Department, imparting the skills he’s learned from consulting, training and implementing practice management best practices in firms across North America to the next generation of technology educators.

A scuba diver, an off-road enthusiast and a father, Phil has had many adventures that have taken him to some of the most beautiful locations on Earth, always with his wife by his side. 

AbacusNext

www.abacusnext.com

As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions include hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT.

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