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Wednesday, September 1, 2021 Live Webcast

Advisory Services Conference (E2109200)

10:30 AM - 4:00 PM EDT
webcast

Webcast

5.5 CPE Credits in SK

OVERVIEW

Are you looking to start or grow an adivsory services practice? Attend this conference to learn about pricing strategies, products and services to offer, technology considerations and staffing resources.

DESIGNED FOR

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

HIGHLIGHTS

This coference is hosted by the Ohio Society of CPAs and is a collaborative event with the New Jersey Society of CPAs.

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

10:30-11:45 a.m.
Launching New Products and Services
Speaker TBD
This session will demystify the journey to advisory services by examining what is required to start the process successfully.

11:55-1:10 p.m.
Business Model
Speaker TBD
The business model must change as you transform your firm into higher level services. Learn pricing strategies and how to scale your practice with the right services and clients.Value is determined by the client and the market, not effort.

1:10-1:40 p.m.
Lunch

1:40-2:30 p.m.
Technology
Speaker TBD
Learn about options for accounting software and the related add-ons to build a BPO, advisory services and consulting practice. The focus will be on automation of processes, scalability, workflow, reporting and innovation. This session will enable you to build or update your technology roadmap focusing on cloud-based applications that integrate.

2:40-3:30 p.m.
Talent Management
Speaker TBD
The skills required to build a consulting services practice are different than a traditional compliance practice. Learn the importance of leadership, collaboration, team building and sourcing in order to meet your requirements. This session will include non-traditional resources such as remote workforce, outsourcing, and the gig economy.

3:30-4 p.m.
Next Steps

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTORS

James Bourke

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

Shareholder & Director

WithumSmith+Brown

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.

Various Speakers

Various Speakers

PRICING

$199.00 - Member

$299.00 - Nonmember

Register Today


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

ADDITIONAL OPTIONS

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COURSE DEVELOPER

OHCPA/NJCPA