Showcasing our depth of knowledge and commitment to advancing financial planning strategies
Storen Financial was selected this year to lead two impactful educational sessions at the prestigious Thomson Reuters November Synergy Conference in Orlando. This annual, nationally-recognized event is renowned for delivering cutting-edge insights and innovative solutions across various professional landscapes. Corporate professionals in the advisory, tax, and trade industries attend to hear industry-leading specialists share their experience in navigating a swiftly-changing business world.
As our presenters, Debbi Kuller, Chief Operating Officer, and Erika Lewis, Business Services Director, shared their knowledge on the dynamics of our Monthly Services Engagements, illustrating how these initiatives offer flexibility and enhance overall service to our business clients. Debbi and Erika also presented on the transformative advantages of blending a financial services firm with a tax and accounting practice. Additionally, Kim Storen, our Senior Tax Accountant, attended this event, contributing to the enriching discussions and networking opportunities.
This opportunity reflects our recognition as specialists in the field, showcasing our depth of knowledge and commitment to advancing financial planning strategies. We are always excited to share our insights and experiences, further solidifying our position as thought leaders in the industry. Additionally, engaging with fellow professionals and contributing to the conversation on innovative approaches underscores the value we place on education and collaboration within the financial community. Of course, we always walk away from these conferences with even more resources and ideas to enhance our software programs and processes, all in an effort to better serve our clients.
If you have questions about any of this information, we’d be happy to help. Please contact any member of our team for more details. (Click here for contact information.)
Blog by Erika Lewis – Business Services Director
Learn more about Erika and the rest of the Storen Financial team here.