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June 28, 2016 (Free) and Oct 5, 2016: 1 - 2:40pm ET
Providing Outsourced CFO Services |
 In this session, we will show you how easy it is to sell and deliver Outsourced CFO Services. Building a regular budgeting, forecasting and performance review process drives more insightful discussions, providing your clients more value, while becoming a more trusted advisor. Plus, we will show you the best ways to market these services to both your current client base and new prospects.Presenter, Christian Wielage has been the CEO of Plan Guru LLC since the company's formation in 2013. He has helped hundreds of businesses build better budgets and forecasts. Close to 10,000 hours of CPE credit has been issued from the courses that he created and delivers. Christian is recognized as a true thought leader in the Outsourced CFO Services marketplace. Prior to joining PlanGuru he served in a number of budgeting and forecasting roles with IBM. |
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Who Should Attend
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Learning Objectives
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| Firms interested in adding more Client Advisory Services
Accountants/ Advisors looking to build a value added service (with monthly re-occurring revenue) Those interested in marketing new services that will improve “stickiness” with your client |
Recognize the opportunity available in providing CFO Services to the small business space
Learn what exactly Outsourced CFO Services are Discover how budgeting, forecasting and performance review creates better decision making Differentiate and classify ways to deliver CFO Services Learn best practices in how to market these services to new and existing clients |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 2 Field of Study: Specialized Knowledge and Application 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.) |
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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. |