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Members Attend Free
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Oct 17, 2019: 1-1:50pm ET
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WEBINAR - Developing Quality Business Advisors-How to Maximize Performance of Best Practices
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 With the changes coming fast for the industry, it is becoming critical that firms assess and evaluate how they can remain relevant to their clients. Mid-sized firms are being attacked from both sides -- the larger firms want your best clients and the smaller firms are using price as a competitive differentiator. Developing a team of business advisors and converting deliverables away from just compliance to future oriented business advice and consulting services might be the answer. Presenter, Larry Bildstein is CEO of The Whetstone Group, Inc. Whetstone's mission is to help CPA firms and professional service firms nationwide find growth and hone their competitive edge. |
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Who Should Attend
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Learning Objectives
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Managing partners Partners in leadership positions Functional specialty leaders Niche champions Those who aspire to any of these positions in their firm.
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Know the definition what is a true trusted business advisor vs. a partner that responds to client questions. Learn to articulate the value proposition of giving business advise. Recognize the roles both the firm and the individual partner have to play in developing an advisory culture. Understand best practices to developing a culture of business advisors. Embrace specialization and how it leads to great advisors. |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 1 Field of Study: Business Management and Organization Prerequisite: None Program Level: Basic Advanced Preparation: None Cancel at any time for a full refund. |
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Cost and Registration
(Click your membership level to register.) |
Member: FREE(all webinars) Oct. 17
Become a Member:
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All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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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. |