On-demand webinar

Setting Up 2025 for Success & Year-End Essentials

The holiday season is almost here, and who doesn’t want to enjoy it stress-free? From ticking off those year-end tasks to making sure your vendors are in the loop and your payroll is set, we’ve got your back! But it doesn’t stop there—2025 is bringing fresh compliance changes and a surge in new data and communication needs. We'll provide you with easy-to-use checklists and creative strategies to kick off 2025 like a pro.

Join us for "Setting Up 2025 for Success & Year-End Essentials" with Lori Kleiman, where we'll dive into the must-dos for wrapping up 2024 and preparing for a smooth start to 2025.

  • What must be done prior to December 31 (...or even before the holidays!)
  • Setting up your essential to-do list for January 2025
  • Hot trends to consider for 2025
  • Leveraging tech solutions to streamline year-end processes and stay ahead in 2025

We’ll make it easy with validated checklists and creative strategies to keep you ahead of the curve—and yes, we’ll make sure you still get your holiday time!

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