From Compliance to Consulting Workshop

Date: November 28 - 29, 2017 Time: 8:00 am - 3:30 pm EST Location: Towson, MD CPE: 16 Format: In-Person
EVENT DESCRIPTION

With the increased velocity of technological advancements, artificial intelligence, and machine learning, all of us at Sage, MACPA, and BLI are well-aware of the challenges you face. Oddly enough, these technological advances require us to better hone our relationship skills. Today, more and more accountants and firms recognize the need to take this transformational journey to remain relevant.
Making this transformation is not easy, as it requires professionals to think differently than they have in the past.

If you think you are ready to make this change and develop your future-ready advisory skills, we are offering the highly acclaimed 2-day live workshop led by VeraSage Institute Senior Fellow and award-winning speaker, Ed Kless. He will show you how to better serve your customers by understanding what it truly means to be a consultant.

In this workshop, you will gain a thorough understanding of consulting assumptions and goals, authenticity, data gathering and assimilation, and effective meeting management to strengthen your consulting skills. You will complete the course with an actionable game plan and deliverables to become the strategic consultant and advisor your customers value most.

LEARNING OBJECTIVES
After completing this course you should be able to:
* Differentiate between a consultant and surrogate manager
* Understand the three assumptions and four goals that apply to all consulting relationships
* Choose their preferred consulting relationship type
* Absorb a model for scoping complex engagements
MAJOR TOPICS
* Consulting definitions
* Consulting theory
* Consulting tools for use in customer engagements
EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
BLI Leadership Business & Industry Technology
CPE FIELD OF STUDY
Business Management & Organization (16 Credits)
WHO SHOULD ATTEND
Professionals who want to switch from performing mostly compliance type engagements to a more consultative approach
INSTRUCTOR(S)
Ed Kless
PREREQUISITES
Professional experience in developing customer relationships
COURSE LEVEL
Advanced

MACPA MEMBER


$ (% off)
$1500.00
Price includes $xx early registration discount(s) - expires xx/xx

NON-MEMBER


$ (% off)
$1800.00
Price includes $xx early registration discount(s) - expires xx/xx
REGISTER FOR THIS EVENT
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