New for 2014-15 Season Pass Events
The Bergen Chapter is going paperless for all 2014/15 Season Pass events. For course materials, please visit your My Events page. The materials are added as received - remember to check back for updates.
BENEFITS
Earn 4 CPE credits in Personal Development
HIGHLIGHTS
Protecting your Practice
Robert Glantz, IRS - Criminal Investigation Special Agent
The speaker will help build your awareness of existing threats and concerns. Through real-life examples, he will educate you on how to identify and respond to such threats. Topics include:
- IRS – Criminal Investigation: Who we are, what we do and how we do it
- Protecting yourself and your clients from identity theft and other popular scams
4 Disciplines of the Professional Practitioner
Carl Gould, award-winning business coach
How does a skilled and experienced accountant maintain his or her positioning as a senior advisor to their clients? Learn how to reclaim your status, and take advantage of growing market opportunities. Topics include:
- Defining the 4 Disciplines and how they apply to your current practice
- Identifying the market opportunities that exist in each of these 4 niches
- Protecting your hard-earned and well-deserved positioning by knowing which hat to wear…and when
- The single biggest mistake that you are making while advising your clients, and how to avoid it
- How to become the most trusted advisor to your clients
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$100 after May 3rd. Season and Firm Pass holders must register for each event.