Practice Management Workshop

Practice Management Workshop will take on a slightly different look for 2023.  This workshop will have two tracks, one focused on topics for small businesses (owner and up to 1 full-time or 2 part-time employees) and the other focused on medium-large business with 2+ employees.


Owner EAs

(Due to the candidness of the discussions and confidentiality of the information shared, Employees may not attend.)


Small business track:  Our Professional Value, Time Management, Client Relationship Management, Managing Work Flow, Checklists, Research & Resources, Marketing, Burning Questions

Medium-large business track:  HR/Employees, Time Management, Succession Planning, Remote vs. Onsite work, Burning Questions

All Together Now:  Cybersecurity, Tools & Software, Recordkeeping & Retention Policies


Friday, January 6, 2023

8:00-4:30 p.m.


Sheraton Tampa Brandon
10221 Princess Palm Avenue
Tampa, FL 33610

FSEA rate = $169/night



Practice Management Workshop is the only workshop in Florida where Enrolled Agents can network, have in-depth discussions on common challenges we all face every day in our practice; and share success stories with our peers. We are NOT competitors; we are all colleagues and love what we do (some of us would like to do it better!). Just ask any of the many FSEA members who have been attending this workshop year-after-year!



Qualifies for 8 hours NAEA CE