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About
Virtual Roundtables
CPA Leadership Institute offers an interactive Virtual Roundtable full of best practices, big ideas and bold vision led by one of our seasoned moderators.
Each series is limited to 15 participants and will include open-mic discussions, brainstorming and interaction among participants.
Click here to learn more about our Virtual Roundtables. |
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Cost
Each Virtual Roundtable consists of 7 sessions. The first session is FREE and provides an overview of the series.
$1,200 for remaining 6 sessions
CPALI Professional Members receive a $100 discount. |
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About
CPA Leadership Institute
CPA Leadership Institute has been helping CPA leaders run great firms for more than 10 years. CPALI provides many valuable tools, reports, webinars and other services to help you and your firm become knowledge leaders.
Click here for more details or to join!
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CPE Entitlement
and Cancellation
Participants are entitled to up to 9 CPE credits. View our CPE Credit Policy here.
Due to the limited number of participants, refunds can not be offered to participants once the series begins.
For questions, complaints or concerns, please contact Joel Shiffrin, President, at 888-406-0088 or [email protected].
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Virtual Roundtables
An exclusive, small group discussion
CPA Firm Pricing Strategies
Starts June 27, 2013 - 3 PM ET, 2 PM CT, 1 PM MT, Noon PT
 This CPA Leadership Institute Virtual Roundtable is moderated by Ron Baker of Verasage Institute. He is the founder of this think tank dedicated to teaching value pricing to CPA and service professionals around the world.
This Virtual Roundtable demonstrates a superior business model to price for professional services. Clients don't buy time; they buy value. Firms with a better understanding of value have a competitive advantage in attracting both clients and team members.
For detailed information please view the AGENDA.
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CLICK HERE TO REGISTER
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| Who Should Participate:
CPA Firm Partners/Owners along with current and future leaders should participate in a CPALI Virtual Roundtable. Ideal for firms with total staff of 5–50.
Virtual Roundtable Schedule:
All sessions are 3:00-4:15 PM EST unless noted.
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FREE Overview Session*
3:00-4:00 PM ET
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6/27/13
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1. Having the Value Conversation
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7/24/13
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2. Pricing the Client, Not the Services
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8/28/13
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3. Developing Value Options
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10/10/13
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4. Fixed Price Agreements, Pricing Objections, Proper Project Management
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10/23/13
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5. Change Requests, and Pricing Reviews
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11/21/13
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6. Planning and Moving Forward, Questions and Answers
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12/18/13
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Program Level: Advanced
Prerequisite: Prior experience in the field is necessary
Advanced Preparation: None
Field of Study: Business Management and Organization
Recommended Reading
Implementing Value Pricing: A Radical Business Model for Professional Firms, by: Ronald J. Baker
This is a group Internet-based offering. The instructional method is lecture with active group participation and visual aids.
Please note each Virtual Roundtable will evolve based on group discussion and input.
*The overview session is FREE. At the conclusion, you will be prompted to register for the Virtual Roundtable.
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CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. |
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©2013 CPA Leadership Institute, Inc., 200 East Randolph Street, 24th Floor, Chicago, IL 60601
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