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Wednesday, September 21, 2022 Live Webcast

Advisory Services Conference (E2209190)

10:30 AM - 3:30 PM EDT
webcast

ON24

5.0 CPE Credits in SK

OVERVIEW

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.

DESIGNED FOR

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

BENEFITS

Gain proven strategies and new insights to evolve your business model, maximize revenue opportunities and strengthen your position in the marketplace.

HIGHLIGHTS

10:30-11:45 a.m.
Creating and Executing a Sustainable Growth Model
James C. Bourke, CPA, CITP, CFF, CGMA - WithumSmith+Brown
  • Dive into workflow analysis and design, emerging technologies and strategic hiring to position client advisory services (CAS) for growth.
  • Consider how to determine the ideal advisory services for your client base.
  • Walk through successful client onboarding, effective consultative client interactions and performing impactful client assessments.

11:45-11:55 a.m.
Break

11:55 a.m.-1:10 p.m.
Talent Management Strategy
Amy Vetter, CPA.CITP, CGMA, CEO - The B3 Method Institute and Drishtiq Yoga
  • Understand the “Cherished Advisor” journey and the different stages of innovation for your practice
  • Understand how to create your firm’s path to specializing in vertical industries.
  • Walk through technology strategy and how to assess the right technology fit for your practice.
  • Discuss business processes and staffing that takes full advantage of technology and creates new ways of collaborating with your team and clients.

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

1:40-2:30 p.m.
Value-Based Pricing Model
Ron Baker, CPA - VeraSage Institute
  • Evaluate the why and how of value-based pricing models.
  • Explore the psychology of selling value-based pricing and how clients assess the value of your CAS offerings.
  • Understand how to develop new metrics and accounting information to represent the economics of value pricing engagements.

2:30-2:40 p.m.

2:40-3:30 p.m.
Panel Discussion
Moderator: Ron Baker, CPA - VeraSage Institute
Linda Sheridan, CPA, CVA - Snyder & Company CPAs
Nina Chmura, CPA - Withum

Ask questions of a panel with diverse experiences in CAS and make sure you walk away with the clarity and actionable steps you need to expand your firms value proposition!

COURSE LEVEL

Basic

INSTRUCTORS

Ronald Baker

Ronald Baker, CPA

Founder

VeraSage Institute

Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally—and radio talk-show host on the Voice America show: The Soul of Enterprise: Business in the Knowledge Economy.

As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995 and has authored over twenty courses for them, including: You Are What You Charge For: Success in Today’s Emerging Experience Economy (with Daniel Morris); Alternatives to the Federal Income Tax; Trashing the Timesheet: A Declaration of Independence; Everyday Economics; Everyday Ethics: Doing Well by Doing Good; and The Best Business Books You Should Read.

He is the author of seven best-selling books, including: Professional’s Guide to Value Pricing; The Firm of the Future: A Guide for Accountants, Lawyers, and Other Professional Services, co-authored with Paul Dunn; Pricing on Purpose: Creating and Capturing Value; Measure What Matters to Customers: Using Key Predictive Indicators; Mind Over Matter: Why Intellectual Capital is the Chief Source of Wealth; Implementing Value Pricing: A Radical Business Model for Professional Firms; and his latest book The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, co-authored with Ed Kless.

Ron has toured the world, spreading his value-pricing message to over 250,000 professionals. He has been named on Accounting Today’s 2001 to 2007, and 2011 to 2021, Top 100 Most Influential People in the profession; voted among the Top Ten Most Influential People in the profession in 2012—2021; selected as one of LinkedIn’s Influencers; inducted into the CPA Practice Advisor Hall of Fame in 2018; and received the 2003 Award for Instructor Excellence from the California CPA Education Foundation. He graduated in 1984 from San Francisco State University, with a Bachelor of Science in accounting and a minor in economics. He is a graduate of Disney University and Cato University, and is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California.

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.

Nina Chmura

Nina Chmura, CPA

Partner

WithumSmith+Brown

Nina is a partner in Withum’s East Brunswick, NJ, office. With more than 15 years of experience in the accounting and auditing field, Nina currently holds a strong role within the Firm’s real estate, consumer products and not-for-profit service areas. Additionally, Nina leads the firm's Outsourced Accounting Systems and Solutions (OASyS) practice. Her extensive experience has awarded her with accolades such as becoming the winner of Withum’s Inaugural Innovative Strength Award as well as the nominee for several of Withum’s Marketing and Entrepreneurship Strength Awards. Recently, Nina was named to the 2020 Edition of NJBIZ's Accounting Power 50 list.

Nina is licensed as a certified public accountant in the state of New Jersey. She is a member of the American Institute of Certified Public Accountants (AICPA) and serves on its Women’s Initiative Executive Committee Task Force. Nina also is an active member of the New Jersey Society of Certified Public Accountants (NJCPA), Raritan Valley YMCA as a Finance Committee Member, and serves on the New Jersey Food Council as Tax Policy and Trade Relations Committee Members. In addition, she invests time as a dedicated Board Member with CoreNet Global as their Special Events Chair and also is an active member of the Wanamassa PTA.

Nina graduated with a BS in Business Administration with a concentration in accounting from Boston University. Presenting and speaking at conferences such as the AICPA E.D.G.E, Massachusetts Society of CPAs Emerging Leaders and the AICPA Controllers Conference, she is very much involved in being an industry thought leader and proponent of the internal developmental initiatives of the Firm. Nina currently resides in Monmouth County, NJ, with her husband, Jason Chmura, and their two children Michael and Dominic.

Linda Sheridan

Linda Sheridan, CPA, CVA

Managing Partner

Snyder & Company CPAs

Amy Vetter

Amy Vetter, CPA, CITP, CGMA

CEO

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 www.amyvetter.com, and subscribe to Amy’s Breaking Beliefs Podcast on Apple Podcasts and Spotify. For daily inspiration, follow @AmyVetterCPA on Facebook, Instagram, LinkedIn and Twitter.

PRICING

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COURSE DEVELOPER

OHCPA/NJCPA