Record of Participation

Heather Tracey has claimed participation in the following sessions

at the VMX 2025

                                                                                                                                                          Date Printed January 29, 2025

Total CEs =
13
Session Title/Speaker Date/Time CE

Technology Trends CSRs Need To Know

Wendy Myers

January 25th, 2025 8:00 AM - 8:50 AM 1

Harnessing the Power of Performance Reviews for Retention

Dave Nicol, Kemba Marshall

January 25th, 2025 10:15 AM - 11:05 AM 1

The True Nucleus of the Practice - Empowering the ATP Out of the CSR!

Adam Christman

January 25th, 2025 2:00 PM - 2:50 PM 1

The Financial Frontline: Enhancing the CSR’s Role in Practice Profitability

Beth Ann Harvey, Trisha Jones

January 25th, 2025 3:05 PM - 3:55 PM 1

Top 10 Hacks for Exceptional Client Service in 2025

Adam Christman

January 25th, 2025 4:05 PM - 4:55 PM 1

Performance Done Right: Empowering Your People

Dave Nicol

January 26th, 2025 8:00 AM - 8:50 AM 1

DEA - What You NEED To Know

Philip Seibert

January 28th, 2025 8:00 AM - 8:50 AM 1

Tools To Streamline Client Communication

Eric Garcia

January 28th, 2025 9:05 AM - 9:55 AM 1

It’s Not What You Said, It’s How You Said It: Providing and Receiving Feedback

Theresa Cosper-Roberts

January 28th, 2025 9:55 AM - 10:45 AM 1

What Managers Need To Know About THE LAW

Betsy Choder

January 28th, 2025 12:35 PM - 1:25 PM 1

Team Training: Building Your SOPs and Training Track

Caitlin DeWilde

January 28th, 2025 1:40 PM - 2:30 PM 1

Employee Handbooks - Do You Have What You Must Have?

Betsy Choder

January 28th, 2025 2:45 PM - 3:35 PM 1

AI - What’s Changed and How To Use It in Your Practice

Bill Schroeder

January 28th, 2025 4:05 PM - 4:55 PM 1
Total CEs =
13