The Exit Planning Business Development Model for Public Accounting Firms: A Ten Part Webinar Series
This webinar series brought to you in partnership with
The Business Enterprise Institute, Inc.
Program Focus
CPAs are preparing for the largest wave of new business since the passing of Sarbanes-Oxley.To meet this demand, The Consultants' Training Institute, and Business Enterprise Institute (BEI) invite you to attend their upcoming Exit Strategies Webinar Series, which will show you how to build, market and profit from incorporating Exit Planning into your practice. This Webinar series will include an overview of the Exit Planning Business Development Model for Public Accounting Firms, as well as three groups of three modules based on new Revenue Generation Opportunities, Innovative Engagement Management Techniques and Unique Firm Development Approaches. If you would like information on Exit Planning prior to the Webinar, please contact BEI at 1-888-206-3009 to request a complimentary copy of the No. 1 book on Exit Planning, How To Run Your Business So You Can Leave It In Style.
May 6, 2008--Part One: Introduction to Exit Planning Services
May 13, 2008--Part Two: Attracting Clients
May 20, 2008--Part Three: Client Retention
May 28, 2008--Part Four: Staff Development
June 3, 2008--Part Five: Plan Delivery
June 17, 2008--Part Six: Cost Containment
June 24, 2008--Part Seven: People Management
July 1, 2008--Part Eight: Liability Protection
July 10, 2008--Part Nine: Thought Leadership
July 15, 2008--Part Ten: Culture
Time
12:00-1:00 P.M., pacific daylight time
1:00-2:00 P.M., mountain daylight time
2:00-3:00 P.M., central daylight time
3:00-4:00 P.M., eastern daylight time
What You Will Learn
Learning objectives will include methods and tools for developing an Exit Planning business within a CPA/Valuation firm. Participants should take away new ways to market their firms, price their services, manage certain engagements, brand their firm as an Exit Planning and Valuation Expert in their community, and develop the skills and experience of their staff to remain competitive in the CPA industry. Participants also will learn how Exit Planning can present new valuation engagement opportunities for CPAs and Valuation Specialists.
Who Should Attend
Valuation practitioners, CPAs, business advisors, controllers, CEOs, CFOs.
Presenter
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Randy Williams
Practice Development Director - CPA/Valuations
Business Enterprise Institute, Inc.
Randy Williams is a CPA with Big Four and local public accounting firm experience in multiple states. He has worked in all areas of public accounting including advisory, tax and audit. Together with his roles in industry, he has over 20 years of experience.
Randy has a Masters of Taxation from the University of Denver and both a Masters of Business Administration (Marketing) and Bachelor's degree in accounting from Southern Methodist University in Dallas, TX.
Currently, Randy is Practice Development Director at BEI and also an adjunct professor in the MBA and Executive MBA programs at the University of Denver.
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CPE Credits
| Program Level: Basic |
Delivery Method: Group-Internet-Based |
| Prerequisites: None |
CPE Credits: One (1) hour per presentation |
| Advanced Preparation: None |
Fields of study: Specialized Knowledge & Applications |
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The National Association of Certified Valuation Analysts is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org |
Registration is on a per-person basis and allows access to one phone line. For an additional fee, others from the same office may attend and listen to the presentation via a conference phone. However, under NASBA rules, where a group attends via a conference phone (where your participation cannot be measured), only one attendee, the primary registrant, may receive NASBA qualified CPE. All other attendees will receive CPE credit, which may qualify for CPE in your state based on its applicable rules, but will certainly be qualified CPE for purposes of recertifying a NACVA credential if you are a credentialed member of the Association. The presentation will include periodic online questions and answers during the session to assess continuous participation and to determine the program's effectiveness.
Contact Information
For more information regarding administrative policies such as complaints and refunds, please call our Director of Member Services: (801) 486-0600.
Pricing
Entire series: NACVA member: $1395; non-member: $1495 per person and allows access to one phone line; one CPE attestation form and one evaluation form are included with each site registration. The cost for additional people to listen to the entire series is $550 per NACVA member and $650 per non-member, including attestation forms and evaluation forms for entire series.
Individual webinar: NACVA member: $175; non-member: $195 per person and allows access to one phone line; one CPE attestation form and one evaluation form are included with each site registration. The cost for additional people to listen to the presentation is $55 per NACVA member and $65 per non-member, including one attestation form and one evaluation form.
Registration
To register, print, complete, and mail or fax (801-486-7500) the Registration Form to the Consultants’ Training Institute (c/o NACVA). Or print and complete the Registration Form, scan, and e-mail to nacva1@nacva.com. Or call Member Services: (800) 677-2009.
NACVA Bonus Offers
Non-Members: Free registration to the Business Valuation Standards Maze Webinar
NACVA Members: $50 voucher towards 2008 Consutants' Training Institute |
Business Enterprise Institute Bonus Offer
If you would like information on Exit Planning prior to this Webinar, please contact BEI at
1-888-206-3009 to request a complimentary copy of the No. 1 book on Exit Planning by John Brown, How To Run Your Business So You Can Leave It In Style. |
About Business Enterprise Institute
Business Enterprise Institute is the preeminent Exit Planning resource for business owner advisors. As the leading provider of Exit Planning education, marketing resources and plan design software, BEI provides advisors with a proven, systematic process for attracting, engaging and permanently representing successful business owner clients.
Click here for the Registration Form to print and fax (PDF) if necessary
Consultants’ Training Institute
c/o National Association of Certified Valuation Analysts
1111 Brickyard Road, Suite 200
Salt Lake City, Utah 84106-5401
Tel: (801) 486-0600 ▪ Fax: (801) 486-7500 ▪ Internet: www.nacva.com |
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NACVA's
Fifteenth Annual Consultants' Conference
June 8-11, 2008
The Wynn, Las Vegas, NV USA
Conference Agenda: click here
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