2020 Dream Practice Virtual Accounting Conference May 2014 | Page 15
Webinar Speakers
Curtis Findlay
Curtis Findlay, CFP is recognized nationally in the Canadian financial industry as both a
mentor of financial advisors, as well as a successful advisor. After graduating college, Curtis
entered the financial industry in 1978. He operates his business activities from Canmore,
Alberta. Curtis has extensive experience advising entrepreneurs and mid-wealth individuals
with a variety of financial, business, and personal planning endeavours. His comments are
made to Dream Practice through his firm Compass Financial Planning Services Ltd. and not
related to a securities entity.
Company: Compass Financial Planning Services Ltd.
Website: http://www.compfin.net/
Chris Fritsch, J.D.
As a Business Development Intelligence Consultant, Chris Fritsch works together with
professional services firms to help support their Business Development efforts and
maximize their return on investment.
Chris and her team at ClientsFirst help Clients utilize information and competitive
intelligence to guide their business development decisions and strategies to enhance
their client development efforts.
Chris also writes and speaks nationally on topics including competitive intelligence,
business development, client relationship management, relationship intelligence, web
marketing and the use of technology to enhance profitability.
In her former role as a Legal Technologist, she advised top law firms and professionals
about competitive intelligence and innovative uses of Internet technology.
Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm
based in Atlanta and as a Technology Consultant and Webmaster for Emory Law School. She was also the
Managing Partner of a consulting firm specializing in providing technology solutions.
Chris received her law degree from Emory University School of Law in Atlanta, GA, where she served as Managing
Editor of the Emory International Law Review, as well as student and faculty technology consultant. .
In her spare time, Chris blogs and designs websites and electronic newsletters.
Company: Clients First Consulting
Title: Business Development Intelligence Consultant
Website: www.ClientsFirstConsulting.com
Twitter: @CRMSuccess
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