Trusted Business Advisor [TBA Anc]

Dec 5, 2012
Time: 8:00 to 4:30

Subject:

Management & Organization

Credit Hours:

8.00

Price:

Member: $200.00
Non-member: $250.00

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Discussion Leader: Melody Schneider

Website registration for this course closes on November 28, 2012. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

Trusted Business Advisor

December 5, 2012 Anchorage, AK
Make a Change. Make a Difference.

CPAs serve many roles for small businesses, and have made their mark as experts in accounting, auditing and tax-related services. While this technical expert role is foundational and necessary, there also is tremendous demand for the CPA to be the Trusted Business Advisor to small businesses.

WHO WILL BENEFIT FROM THIS WORKSHOP?

Sole Practitioners

CPAs in small and medium firms

Join an emerging group of CPAs who are taking the initiative to become
Trusted Business Advisors to their clients. The Trusted Business AdvisorSM 2.0
Workshop provides practical tools and guidance to help you explore your clients needs and provide the most optimal solutions. With hands-on training, youll learn how to translate the day-to-day issues clients face into consulting opportunities. This workshop provides the tools, techniques and skills for CPAs looking to expand their role from technical expert to most Trusted Business Advisor.

In one intensive day of training you will:

Learn ways to knowledgably and confidently present yourself to clients, and demonstrate and price your unique value
Study techniques on how to engage in thought-provoking conversations that get to the source of what is keeping your clients awake at night
Strengthen core skills and evolve as your clients strategic partner by integrating knowledge, expertise and resources from multiple disciplines
Learn how to build strong relationships and earn your clients trust

Develop a personal roadmap for you and your practice and leave the workshop with:

A process to implement the Trusted Business Advisor role in your firm

A customizable toolbox with more than 10 useful tools available for immediate use

A valuable workbook to help put what you learn into practice
Exclusive access to the 60 Second Advisor eBook, providing quick tips and advice for the Trusted Business Advisor

Eight CPE credits (accepted for CMA and CFM)


Register through the AKCPA or online at www.akcpa.org

REGISTRATION FEE: $200.00 AKCPA MEMBERS $250.00 NON MEMBERS

Sponsored in conjunction with the Alaska Society of CPAs.

SPACE IS LIMITED. BE SURE TO REGISTER EARLY!

NASBA Field of Study: 8-Business Management and Organization

























































Make a Change. Make a Difference.

CPAs serve many roles for small businesses, and have made their mark as experts in accounting, auditing and tax-related services. While this technical expert role is foundational and necessary, there also is tremendous demand for the CPA to be the Trusted Business Advisor to small businesses.




WHO WILL BENEFIT FROM THIS WORKSHOP?

Sole Practitioners

CPAs in small and medium firms

Join an emerging group of CPAs who are taking the initiative to become
Trusted Business Advisors to their clients. The Trusted Business AdvisorSM 2.0
Workshop provides practical tools and guidance to help you explore your clients needs and provide the most optimal solutions. With hands-on training, youll learn how to translate the day-to-day issues clients face into consulting opportunities. This workshop provides the tools, techniques and skills for CPAs looking to expand their role from technical expert to most Trusted Business Advisor.


In one intensive day of training you will:

Learn ways to knowledgably and confidently present yourself to clients, and demonstrate and price your unique value
Study techniques on how to engage in thought-provoking conversations that get to the source of what is keeping your clients awake at night
Strengthen core skills and evolve as your clients strategic partner by integrating knowledge, expertise and resources from multiple disciplines
Learn how to build strong relationships and earn your clients trust


Develop a personal roadmap for you and your practice and leave the workshop with:

A process to implement the Trusted Business Advisor role in your firm

A customizable toolbox with more than 10 useful tools available for immediate use

A valuable workbook to help put what you learn into practice
Exclusive access to the 60 Second Advisor eBook, providing quick tips and advice for the Trusted Business Advisor

Eight CPE credits (accepted for CMA and CFM)


Register through the AKCPA or online at www.akcpa.org

REGISTRATION FEE: $200.00 AKCPA MEMBERS $250.00 NON MEMBERS
NAME____________________-_________________________________________________________FIRM____________________________________________
TELEPHONE ______________________________________________________________________EMAIL ___________________________________________
STREET_________________________________________CITY_____________________________________STATE______________________ZIP___________
FEE ENCLOSED__________________________________CHECK #_________________________________
VISA #__________________________________________V-CODE ON BACK OF CARD_______________________EXPIRATION DATE___________________
MASTERCARD #_________________________________V-CODE ON BACK OF CARD _______________________EXPIRATION DATE ___________________

Sponsored in conjunction with the Alaska Society of CPAs.

SPACE IS LIMITED. BE SURE TO REGISTER EARLY!

NASBA Field of Study: 8-Business Management and Organization
Course Acronym: Public Seminar: TAW2, On-Site Training: TAW2













AGENDA


TIME EVENT


8:00am Welcome and Introduction


8:45am Understand, Articulate and Price Value


10:00am Break


10:15am Understand, Articulate and Price Value (continued)


10:45am Trusted Business Advisor Process


11:15am Client Selection


11:30am Initial Consultation


Noon Lunch (provided)


12:45pm Initial Consultation (continued)


1:15pm Proposal Meeting


2:00pm Accept, Implement and Assess Engagement


2:15pm Break


2:30pm Transitioning and Goal Setting


4:30pm Workshop Adjourns










































Make a Change. Make a Difference.

CPAs serve many roles for small businesses, and have made their mark as experts in accounting, auditing and tax-related services. While this technical expert role is foundational and necessary, there also is tremendous demand for the CPA to be the Trusted Business Advisor to small businesses.




WHO WILL BENEFIT FROM THIS WORKSHOP?

Sole Practitioners

CPAs in small and medium firms

Join an emerging group of CPAs who are taking the initiative to become
Trusted Business Advisors to their clients. The Trusted Business AdvisorSM 2.0
Workshop provides practical tools and guidance to help you explore your clients needs and provide the most optimal solutions. With hands-on training, youll learn how to translate the day-to-day issues clients face into consulting opportunities. This workshop provides the tools, techniques and skills for CPAs looking to expand their role from technical expert to most Trusted Business Advisor.


In one intensive day of training you will:

Learn ways to knowledgably and confidently present yourself to clients, and demonstrate and price your unique value
Study techniques on how to engage in thought-provoking conversations that get to the source of what is keeping your clients awake at night
Strengthen core skills and evolve as your clients strategic partner by integrating knowledge, expertise and resources from multiple disciplines
Learn how to build strong relationships and earn your clients trust


Develop a personal roadmap for you and your practice and leave the workshop with:

A process to implement the Trusted Business Advisor role in your firm

A customizable toolbox with more than 10 useful tools available for immediate use

A valuable workbook to help put what you learn into practice
Exclusive access to the 60 Second Advisor eBook, providing quick tips and advice for the Trusted Business Advisor

Eight CPE credits (accepted for CMA and CFM)


Register through the AKCPA or online at www.akcpa.org

REGISTRATION FEE: $200.00 AKCPA MEMBERS $250.00 NON MEMBERS
NAME____________________-_________________________________________________________FIRM____________________________________________
TELEPHONE ______________________________________________________________________EMAIL ___________________________________________
STREET_________________________________________CITY_____________________________________STATE______________________ZIP___________
FEE ENCLOSED__________________________________CHECK #_________________________________
VISA #__________________________________________V-CODE ON BACK OF CARD_______________________EXPIRATION DATE___________________
MASTERCARD #_________________________________V-CODE ON BACK OF CARD _______________________EXPIRATION DATE ___________________

Sponsored in conjunction with the Alaska Society of CPAs.

SPACE IS LIMITED. BE SURE TO REGISTER EARLY!

NASBA Field of Study: 8-Business Management and Organization
Course Acronym: Public Seminar: TAW2, On-Site Training: TAW2













AGENDA


TIME EVENT


8:00am Welcome and Introduction


8:45am Understand, Articulate and Price Value


10:00am Break


10:15am Understand, Articulate and Price Value (continued)


10:45am Trusted Business Advisor Process


11:15am Client Selection


11:30am Initial Consultation


Noon Lunch (provided)


12:45pm Initial Consultation (continued)


1:15pm Proposal Meeting


2:00pm Accept, Implement and Assess Engagement


2:15pm Break


2:30pm Transitioning and Goal Setting


4:30pm Workshop Adjourns














































































Make a Change. Make a Difference.

CPAs serve many roles for small businesses, and have made their mark as experts in accounting, auditing and tax-related services. While this technical expert role is foundational and necessary, there also is tremendous demand for the CPA to be the Trusted Business Advisor to small businesses.




WHO WILL BENEFIT FROM THIS WORKSHOP?

Sole Practitioners

CPAs in small and medium firms

Join an emerging group of CPAs who are taking the initiative to become
Trusted Business Advisors to their clients. The Trusted Business AdvisorSM 2.0
Workshop provides practical tools and guidance to help you explore your clients needs and provide the most optimal solutions. With hands-on training, youll learn how to translate the day-to-day issues clients face into consulting opportunities. This workshop provides the tools, techniques and skills for CPAs looking to expand their role from technical expert to most Trusted Business Advisor.


In one intensive day of training you will:

Learn ways to knowledgably and confidently present yourself to clients, and demonstrate and price your unique value
Study techniques on how to engage in thought-provoking conversations that get to the source of what is keeping your clients awake at night
Strengthen core skills and evolve as your clients strategic partner by integrating knowledge, expertise and resources from multiple disciplines
Learn how to build strong relationships and earn your clients trust


Develop a personal roadmap for you and your practice and leave the workshop with:

A process to implement the Trusted Business Advisor role in your firm

A customizable toolbox with more than 10 useful tools available for immediate use

A valuable workbook to help put what you learn into practice
Exclusive access to the 60 Second Advisor eBook, providing quick tips and advice for the Trusted Business Advisor

Eight CPE credits (accepted for CMA and CFM)


Register through the AKCPA or online at www.akcpa.org

REGISTRATION FEE: $200.00 AKCPA MEMBERS $250.00 NON MEMBERS
NAME____________________-_________________________________________________________FIRM____________________________________________
TELEPHONE ______________________________________________________________________EMAIL ___________________________________________
STREET_________________________________________CITY_____________________________________STATE______________________ZIP___________
FEE ENCLOSED__________________________________CHECK #_________________________________
VISA #__________________________________________V-CODE ON BACK OF CARD_______________________EXPIRATION DATE___________________
MASTERCARD #_________________________________V-CODE ON BACK OF CARD _______________________EXPIRATION DATE ___________________

Sponsored in conjunction with the Alaska Society of CPAs.

SPACE IS LIMITED. BE SURE TO REGISTER EARLY!

NASBA Field of Study: 8-Business Management and Organization
Course Acronym: Public Seminar: TAW2, On-Site Training: TAW2













AGENDA


TIME EVENT


8:00am Welcome and Introduction


8:45am Understand, Articulate and Price Value


10:00am Break


10:15am Understand, Articulate and Price Value (continued)


10:45am Trusted Business Advisor Process


11:15am Client Selection


11:30am Initial Consultation


Noon Lunch (provided)


12:45pm Initial Consultation (continued)


1:15pm Proposal Meeting


2:00pm Accept, Implement and Assess Engagement


2:15pm Break


2:30pm Transitioning and Goal Setting


4:30pm Workshop Adjourns



































Make a Change. Make a Difference.

CPAs serve many roles for small businesses, and have made their mark as experts in accounting, auditing and tax-related services. While this technical expert role is foundational and necessary, there also is tremendous demand for the CPA to be the Trusted Business Advisor to small businesses.




WHO WILL BENEFIT FROM THIS WORKSHOP?

Sole Practitioners

CPAs in small and medium firms

Join an emerging group of CPAs who are taking the initiative to become
Trusted Business Advisors to their clients. The Trusted Business AdvisorSM 2.0
Workshop provides practical tools and guidance to help you explore your clients needs and provide the most optimal solutions. With hands-on training, youll learn how to translate the day-to-day issues clients face into consulting opportunities. This workshop provides the tools, techniques and skills for CPAs looking to expand their role from technical expert to most Trusted Business Advisor.


In one intensive day of training you will:

Learn ways to knowledgably and confidently present yourself to clients, and demonstrate and price your unique value
Study techniques on how to engage in thought-provoking conversations that get to the source of what is keeping your clients awake at night
Strengthen core skills and evolve as your clients strategic partner by integrating knowledge, expertise and resources from multiple disciplines
Learn how to build strong relationships and earn your clients trust


Develop a personal roadmap for you and your practice and leave the workshop with:

A process to implement the Trusted Business Advisor role in your firm

A customizable toolbox with more than 10 useful tools available for immediate use

A valuable workbook to help put what you learn into practice
Exclusive access to the 60 Second Advisor eBook, providing quick tips and advice for the Trusted Business Advisor

Eight CPE credits (accepted for CMA and CFM)


Register through the AKCPA or online at www.akcpa.org

REGISTRATION FEE: $200.00 AKCPA MEMBERS $250.00 NON MEMBERS
NAME____________________-_________________________________________________________FIRM____________________________________________
TELEPHONE ______________________________________________________________________EMAIL ___________________________________________
STREET_________________________________________CITY_____________________________________STATE______________________ZIP___________
FEE ENCLOSED__________________________________CHECK #_________________________________
VISA #__________________________________________V-CODE ON BACK OF CARD_______________________EXPIRATION DATE___________________
MASTERCARD #_________________________________V-CODE ON BACK OF CARD _______________________EXPIRATION DATE ___________________

Sponsored in conjunction with the Alaska Society of CPAs.

SPACE IS LIMITED. BE SURE TO REGISTER EARLY!

NASBA Field of Study: 8-Business Management and Organization
Course Acronym: Public Seminar: TAW2, On-Site Training: TAW2













AGENDA


TIME EVENT


8:00am Welcome and Introduction


8:45am Understand, Articulate and Price Value


10:00am Break


10:15am Understand, Articulate and Price Value (continued)


10:45am Trusted Business Advisor Process


11:15am Client Selection


11:30am Initial Consultation


Noon Lunch (provided)


12:45pm Initial Consultation (continued)


1:15pm Proposal Meeting


2:00pm Accept, Implement and Assess Engagement


2:15pm Break


2:30pm Transitioning and Goal Setting


4:30pm Workshop Adjourns