Management Accountants

Seminars

2026 May "From AI to Sales to Profit in this Unstable Time"

AI strategy for people wanting to use AI. Utilizing your credit card processor as an asset to your company. Taking care of objections before they show up.

Speakers:

Presenter #1: Pamela Kushlan
GAIN EDUCATION TO ENSURE YOUR PAYMENT PROCESSOR IS AN ASSET TO YOUR SUCCESS

Why Payment Processing is like the Wild West: very little governance/oversight exists over processors

Presenter #2: Clay Neves
Have you ever gotten to the close and your “done deal” is delayed, decreased, denied, or dies?

Learn the seven incremental commitments you must lock down through the course of your presentation to assure the final commitment is a foregone conclusion. Learn how to move through four stages of presentation – invite, inquire, inform, enroll – that resolves the inertia, resistance, and budgetary issues that kill sales – before you ever reach the final close.

Let’s outline a questioning sequence that gets them to make you a priority, define their problem you can solve, calculate how much it is costing them, that they need to solve it now, to admit they can’t solve it themselves and they need help, and they are open to your solution, that your solution will solve their problem, and that you have negotiated terms that work for them to get started.

Learn how to lead them to sell themselves and convert prospective clients into paying clients!

Presenter #3: Robin Huling
Smarter Than the Algorithm: AI Strategy for People-First Business Owners

What separates the businesses that win with AI from the ones that waste their investment? It’s not the tools they choose. It’s how they bring their people along.

In this session, business owners first build the AI literacy and strategic foundation they need to lead with confidence, understanding what AI actually is, how it applies to their business, and how to evaluate tools without the hype. From there, we move into the people side of the equation: team readiness, change communication, culture protection, and practical next steps for rolling out AI in a way that builds trust instead of breaking it.

2025 Business Building Summit

Session 3: Selling or moving on your business: Structuring the change to save on taxes and help you leave a lasting legacy.

Speakers:

Jeff Wood: If selling or moving your business to the family is your goal, you need to understand to set up for your best results and lower taxes

Ron Haycock: Should you be using passive or active income to prepare to retire

2025 Business Building Summit

Session 2: Tax Planning and Strategies for this year
February 19 

Speakers:

Brandon Roper: The O.N.C.E. Cash Flow Strategy

Ravi Maringanti: Taxes For Different Business Structures

Crystal Lee Flynn: Differences Of Protection And Taxes Between Revocable And Irrevocable Trusts

Ron Haycock: How To Bring All These Things Together To Work For Your Company

Session 1: Structuring Your Business For Protection and Growth

Speakers:

Daniel McCraine – Making sure your assets are protected and how to transfer them if needed

Debbie Faw – Advantages of using a system to save on taxes and protect your assets

Omolola Adekeye – The legal side of structuring a business for protection and tax savings

Ron Haycock – How to bring all these things together to work for your company

Chris Lollini

June 11, 2020

Covid-19

Greg Kesten

June 4, 2020

Tools and tips for working from home

Jim Carroll

June 2, 2020

Secret tips to do SEO yourself

Clay Neves

May 28, 2020

Using new technology to communicate with your prospects & customers

Marvin Crowther

May 21, 2020

Tax Accountant
MC Crowther Tax Service, LLC.
He also worked as a resolution specialist with the IRS for 9 years.

Steve, Part 2

May 14, 2020

Boyd Petersen

May 12, 2020

Steve, Part 1

April 30, 2020

Tiffany Stuart

April 21, 2020

Sarah Larsen

April 16, 2020

Get In Touch

    Corporate Headquarters:

    Pratt and LeFevre Corporation
    450 Simmons Way, Suite 760
    Kaysville, Utah 84037
    (By appointment only)
    833-772-8848
    info@prattandlefevre.com