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Events
September 24, 2010 – NAPFA Practice Management & Investments
Diane will be presenting on two different topics at this conference:
"How do your numbers look?" A roundtable format on financial metrics and how to use them as a viable tool for your practice.
"ROI" - what is the return on your investment for attending a conference?
Learn how to return home with an action plan to translate information into direct benefits for your firm.
No more notes on the shelf collecting dust - learn how this time it can and will be different for you and your practice.
April 30, 2010 – Advisors4Advisors Webinar
Diane MacPhee, Nationally recognized Business Coach is presenting a session of “Solutions to Four Problems Advisors Face”
March 21, 2010 – Women’s Golf Association of NJ Brunch
Dynamic Business Coach, Diane MacPhee presented a lecture on “Work Life Balance”.
August 2009 – Missouri Society CPAs
Women's Retreat
St Louis, MO
Is your Business Life the best it can be?
Is your Personal Life the best it can be?
May 2009 – FPA Virtual Learning Center
NYC chapter
Operational Efficiencies
March 2009 – NAPFA Virtual Study Group
Northeast Region
Who you gonna call - Stress Busters
March 2009 – FPA Business Solutions Conference
Chicago, IL
Is your Business the best it can be?
Operational Efficiencies
February 2009 – T3 Technology Conference
Dallas, TX
Panel Moderator - CRM Panel
Panel Moderator - Advisor Panel
January 2009 – NAPFA Washington DC Study Group
Practice Management - Open Forum
October 2008 – NOW / National Organization of Women
New York City
You and Your Money
September 3, 2008 – NAPFA West Region
Work/Life Balance and What Else Can You Achieve?
June 3, 2008 – FPA Retreat
Are You Truly Ready for a Partner?
March 25, 2008 – NAPFA Northern New Jersey Study Group
Is Your Business the Best It Can Be?
October 12, 2007 – NAPFA Midwest Region
Six-hour workshop: Midwest Gathering
Open practice management forum with lecture and roundtables.
April 26, 2007 NAPFA Boston Study Group
Is Your Business the Best It Can Be?
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