When
Date: March 18, 2025
Time: 11:00 AM to 12:00 PM (CST)
Agenda
How Your Account Manager Workflows Affect Accounting ... & Vice Versa
Join the Operations, Managerial & Finance Alliance for an in-depth presentation on how account management workflows impact accounting processes—and vice versa. Designed for both Account Managers and Accountants, this session, presented by Sue Good, Senior Consultant at Alexant Solutions, will explore common workflow challenge and best practices for improving efficiency and collaboration across teams.
Don’t miss this opportunity to enhance your processes and gain insights on ensuring seamless financial operations within your agency or brokerage.
Have a question for Sue or something specific you'd like to see in the session? Let us know here and let's get the conversation started.
Registration
FREE for ALL ACN Members!
The dial-in number and link will be included in the registration confirmation email.
What is an Alliance Meeting?
Member Alliance meetings are virtual gatherings for ACN members of like-personas, designed to promote networking and information sharing across North America. Please note that Alliance meetings are not recorded.
Meeting Contact
Jenna Silva
619-396-2054
jenna.silva@c3insurance.com