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AICPA ENGAGE 2019


FMA1901 - Creating a Pathway for Your Technical People to Transform Into Advisors


Jun 11, 2019 8:00am ‐ Jun 11, 2019 9:15am

Standard: $49.00

Description

At a time when technology is automating much of the compliance function, globalization is delivering talent at pennies on the dollar, it is time for every CPA, not just the business development CPA, to do a better job of living up to our profession’s mantra of being our clients Most Trusted Business Advisor. It no longer is enough just to deliver information about the past. We need to help our clients consider their past, their trends, their key operating statistics and use that information to help them bridge their organization's and themselves into a better, more profitable and sustainable future. This session centers on augmenting and/or refining the skills required to effectively deliver future focused facilitative/advisory services.

Learning Objectives:

  1. Learn how to move from being an Expert to an Advisor,
  2. How to ask the kind of open-ended questions that promote the client expounding on issues beyond traditional accounting problems,
  3. Improve your listening and communication skills,
  4. Understand how to act in the role of your client’s general contractor, and much more.

Speaker(s):

  • William Reeb, CPA, CGMA, CITP, CEO, Succession Institute, LLC
Tags: CPAFMA

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