Panalitix monthly webinars

Looking for strategies to grow your business and increase profitability? 

These complimentary monthly webinars from Panalitix focus on firm and business development. They are offered once per month and are free to OSCPA members!


December 2018 Webinar

OctoberBuilding a Plan for 2019

Presented by: Colin Dunn, Panalitix Co-founder & Lead Business Improvement Coach
When: Wednesday, December 12, 2018 @ 1:00 PM - 2:00 PM PST
Fee: Complimentary
CPE: 1-hour issued by Panalitix

Successful plans are built on a foundation of goals that represent your most pressing business needs. Developing a solid plan is vital for your business to move forward into the new year with confidence. In this webinar, you will not only learn how to prioritize business goals, but you will also learn how to determine WHAT you should be working on to give yourself the best chance of achieving them. You’ll also experience a new tool that you can use in your firm and with your clients to help you make 2019 your most impactful business year.

Your key takeaways will be:

  1. How to determine your goals for 2019
  2. How to assess the strengths and weaknesses of your business
  3. How to gain clarity on the most important projects for your business

Set yourself up for the next 12 months and join us in this session.

Previous Webinar Topics

October 2018 Webinar: Driving Growth Through Better Sales Management and Processes

Effective sales management starts with getting the basics right, like defining WHAT you want to sell, WHO you want to sell to and what SYSTEMS will increase the chances of closing business. It’s smart to think of sales in terms of systems where discipline and repeatable processes prevail. And it helps to spread the load; the more people actively involved in sales, the better.

September 2018 Webinar: Build a better team. Gain a better business.

There is nothing more powerful than emphasizing the role your team plays in building a great business. If you want to build a strong, successful business you need to invest your time, energy and resources in building a strong team.

August 2018 Webinar: How to build an efficient workflow process

What is causing bottlenecks in your business? Is it you, your team, or your clients?  Whatever the cause may be, this webinar is designed to teach you how to remove these bottlenecks.  

July 2018 Webinar: Achieving full profit potential with existing clients

Existing clients are a key segment to target when capitalizing on opportunities that provide high returns in a short amount of time. Uncover missed opportunities and grow yours and your clients’ businesses.

June 2018 Webinar: Building your legacy – Redesign your business life

Succession is planning for the lifelong journey of your business. Although, this process is often forgotten or considered too late. The importance of creating a strong exit strategy is key to the future success of your business, even after you’ve left.

May 2018 Webinar: How to create a work environment conducive for productivity and success

Many factors play a role in creating strong team engagement. Work environment is one that’s often not a main focus for many firms. A positive workplace fosters the growth, productivity and success of any organization.

April 2018 Webinar: Expanding your services beyond compliance

Developing a strong, leveraged product portfolio all starts with what you know. Assess your current services, then ask yourself what else are you knowledgeable on. By building on the compliance and baseline services you offer, you can provide more opportunities to your clients.