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Wednesday, September 1, 2021 Live Webcast

Advisory Services Conference (E2109200)

10:30 AM - 4:00 PM EDT


5.5 CPE Credits in SK


As you start or grow an advisory services practice, this conference will help you identify the largest opportunities for growth and driving value for clients, including pricing strategies, service offerings, technology capabilities and talent resources. Gain proven strategies and new insights to evolve your business model, maximize revenue opportunities and strengthen your position in the marketplace.


Senior managers and partners/shareholders at small and midsize firms and practitioners including regional firms that are not operating profitably.


  • Identify service offerings that provide the most value for clients and profitability for your firm.
  • Learn how to align price with perceived value of your services.
  • Discover new technology capabilities that will improve your business processes as well as the client experience.
  • Explore the possibilities of adding new talent with diverse backgrounds and skills.

This conference is brought to you by the NJCPA and Ohio Society of CPAs.

Early Bird Pricing ends on August 16.

10:15-10:30 a.m.
General Kickoff


10:30-11:45 a.m.
Launching New Products and Services
James C. Bourke, CPA, CITP, CFF, CGMA, Partner - WithumSmith+Brown
Like many firms, you may have been late to the party in offering advisory services or maybe you are not yet even offering such services. Jim will not only tell you how he did it within his own firm, but he’ll show you how to select the services that are right for your clients and for your firm. Jim will give some pointers and share ways to start or ignite a fire under an existing practice. We all know that compliance services are not going to disappear overnight, but they will, no doubt, be responsible for a diminishing revenue stream as we go into the future. Now is the time to start re-energizing your practice with new services.

11:55-1:10 p.m.
Creating a Scalable and Sustainable Business Model
Anthony H. Zecca, CPA, Senior Managing Director - Whitman Business Advisors
The business model must change as you transform your firm into higher level advisory services. Learn pricing strategies and how to scale your practice with the right services and clients. Value is determined by the client and successfully communicating your value differentiator is critical for long term success. Learn how client service philosophy must also change for the firm of the future.

1:10-1:40 p.m.

1:40-2:30 p.m.
The Cherished Advisor®: Building The Technology, Process and Practice Management Roadmap
Amy Vetter, CPA, CITP, CGMA, CEO - The B3 Method Institute and Drishtiq Yoga
Technology is changing the way your clients expect to work and manage their financials. To stay relevant to your clients, accounting professionals are retooling to launch into new services and will need to acquire new skill sets, one being that of a technologist. This session will discuss why it’s important to not just implement technology to do things the same way you have always done them, but instead, rethink the business processes in your practice. By doing this, you can become more efficient, productive, collaborative and create an environment of purpose that your team and clients can rally around. Learn to define your “why” and how to select a vertical niche, assess the right technology to align to your mission as a practice, and explore other ways to re-engineer your business processes. You will come away with an understanding of how technology’s gift of more time gives you the opportunity to become “Cherished Advisors” -- highly valued, strategic partners who are an integral part of their client’s businesses and whom their clients can’t imagine living without.

2:40-3:30 p.m.
Expanding Your Talent Management Strategy
James C. Bourke, CPA, CITP, CFF, CGMA, Partner - WithumSmith+Brown
The days of hiring only accounting grads are over! Today, our practices are offering all sorts of services, never before imagined. From implementation of new ERP systems, assistance with data and data analytics, cybersecurity attest and consulting services, transaction advisory services, SOC1, SOC2 and SOC3 services, business process outsourcing, unique industry-specific services for technology, healthcare, professional services, the expansion of traditional outsourced accounting services, etc…..we are hiring people with extremely diverse backgrounds and areas of study never before imagined to be housed within a CPA firm environment.

3:30-4 p.m.
Next Steps: Roadmap
Anthony H. Zecca, CPA, Senior Managing Director - Whitman Business Advisors
Building a successful advisory practice has been a strategy that so many firms have attempted with little success. Why? What are the strategies and tactics for building and successfully growing an advisory practice? This session will introduce a boot camp workshop that will start with strategy and present a successful model to execute on the strategy, build and lead an advisory practice, attract the right clients, build the team and create the leadership necessary for success.








James Bourke

James C. Bourke, CPA, CITP, CFF, CGMA

Shareholder & Director


Jim is a partner at WithumSmith+Brown, where he serves as director of firm technology and managing director of advisory services. He is a frequent speaker at many international accounting and trade associations, such as the American Institute of CPAs (AICPA), the Chartered Institute of Management Accountants (CIMA) and state CPA societies, as well as industry technology organizations, incubators, accelerators and others on topics specifically related to various accounting, technology, practice management and advisory services. Jim is also global advisory and technology leader for HLB International. He is a past president of the NJCPA and past board and council member for the Association of International Certified Professional Accountants.

Amy Vetter

Amy Vetter, CPA, CITP, CGMA


The B3 Method Institute

Amy Vetter is the CEO of The B3 Method Institute and Drishtiq Yoga, a keynote speaker, corporate advisor, board member, author, and host of the podcast, Breaking Beliefs. As a CPA and Yogi -- who specializes in Technology Innovation – Amy provides a unique perspective. She inspires financial professionals to implement and use technology in a thoughtful way so that it does the heavy lifting, freeing them to develop collaborative, lasting relationships. Amy’s speaking programs encompass transformative topics on digital transformation, mindfulness, leadership, employee engagement, company culture, as well as change management and innovation. She is the author of two books: Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, published by Wiley, and Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. Amy is a board member for the Ohio Society of CPAs as well as a member of multiple American Institute of Certified Public Accountants (AICPA) committees. Amy has been repeatedly recognized as a “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor, and as a “Top 100 Most Influential Person” by Accounting Today. Amy shares her accounting and business insights as a contributor to AICPA’s Journal of Accountancy, Accounting Today, and CPA Practice Advisor. Learn more at, and subscribe to Amy’s Breaking Beliefs Podcast on Apple Podcasts and Spotify. For daily inspiration, follow @AmyVetterCPA on Facebook, Instagram, LinkedIn and Twitter.

Anthony Zecca

Anthony H. Zecca, CPA

Tony brings more than 40 years of experience working with hundreds of organizations on strategy, growth, leadership and organizational performance. He provides consulting services to accounting firms ranging in size from $3 million to over $150 million and has extensive speaking and writing experience, authoring two books, The Performance Power Grid and Leading from the Edge. Prior to retiring in 2015, he was the managing partner of the consulting practice of CohnReznick, responsible for strategy, growth, profitability and talent. When he retired, the consulting practice had revenue of $70 million, 24 partners and over 250 staff, compared with $1.5 million revenue with five employees when he started.


$169.00 - Member

$269.00 - Nonmember

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Note: Online pre-registration will close on August 31 at 12:00 PM.


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