Practice Management (Sacramento)

When:  Nov 30, 2023 from 12:30 PM to 04:00 PM (PT)

Program Overview

November 30, 2023| 12:30 pm - 4:00 pm, Pacific |In person

Hosted by Sacramento Valley

Speakers    David McKay, EA; Nichole Ralls, EA; Fred Stein, CPA, EA; Mary Philippsen, EA


Explore the operations of different size tax practices, from scheduling clients to getting the returns out the door. We’ve brought together three principals, representing a Large Practice, a Medium Practice and a Remote Practice in order give ideas for operation functions that you can apply to your own practice throughout the year.  

  Learning Objectives

1) Learn better preparation techniques for you next filing season such as:
Scheduling Appointments
Preparation Processes
E-file Processes
Assembly Processes
Payment and Delivery Processes
and more.

Learning Level   Intermediate,

Prerequisites & Advance Preparation

Continuing Education



Member: $100 | Non-Member: $150

In-Person Details

CSEA Office
3200 Ramos Cir, Sacramento, CA 95827
(Registration at the door is permitted but meals will be limited to availability if not pre-registered)

Menu: Coffee, Water & Light snacks will be provided.


  • 12:00 PM: Registration
  • 12:30 PM: Education Program Begins
  • 2:10 PM: Break
  • 2:20 PM: Education Program Resumes
  • 4:00 PM: Education Program Ends

Cancellation/Refund Policies

Written requests for refund or credit forward of chapter meeting fees will be accepted if received within three (3) business days prior to the education event.  Requests should be emailed to  Refund or credit forward is not available for “no-show” registrants.

Additional Registration Details

Registering Someone Else: To enroll someone other than yourself, use the Register Someone Else button below. This option uses a last name, first name search. Make sure you use a comma to separate last, first. For common names (i.e., Smith, John), there may be more than one search result, each with a unique CSEA ID number. Please ensure to review the contact information to select the correct individual.

If you need to create a new account, please contact the CSEA office for assistance: (800) 777-2732


CSEA Office
3200 Ramos Cir,