PASBA Lunch & Learn: FRG Overview

REGISTER TODAY! 

Join us, December 8 for a Lunch & Learn that breaks down everything you need to know about PASBA’s Financial Review Groups (FRGs) and the Practice Stats program.

Whether you’re curious about what an FRG actually is, how the process works, or what’s required to participate, this session will give you the full picture.

What You’ll Learn:

• What an FRG is: A structured opportunity to have a trusted “Board of Directors” review your financials and offer insight, solutions, and support.
  
• How an FRG works: Each member gets dedicated time—typically 1–2 hours—to present their practice, dig into challenges, and receive detailed feedback from fellow members.
  
• Practice Stats Program: Learn how this voluntary data-sharing program powers FRGs by providing comparable financials across participating firms.
  
• Requirements: Understand the expectations, confidentiality standards, and the need to complete Blueprint University and Blueprint Mastery before joining.
  

You’ll also see how to enter your Practice Stats, what reports FRGs use, and we’ll open the floor for questions.

Perfect for anyone considering joining an FRG or wanting a deeper understanding of how these groups elevate firm performance.

Date: Monday, December 8

Time: 1pm Eastern, 12pm Central, 11am Mountain, 10am Pacific