1 CPE credit of Specialized Knowledge for all CPAs
1 CPD credit (Verifiable) for Canadian CPAs
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
hiring professional fundraising consultants
qbo: for progress invoicing and job costing with latest updates
strategic planning essentials for nonprofit and small businesses
raising more money from your local business community
raising money for your non-profit organization
involving volunteers in your development program
w-4 & w-2 regulatory compliance update
complying with payroll laws
creating a development (fundraising) plan for your non-profit
are you ready for a capital campaign?
building a fundraising board
get rid of your nominating committee
yellow book 101: a practical approach
excel pivot tables and dashboards
ethics principles and conduct for colorado cpas
We are in an age where clients expect customized advice and have more choice than ever before. Firms that find ways to stay relevant will attract clients and those that don’t will have more trouble competing. A client advisory board can be the most powerful tool you have for increasing loyalty and driving growth. By leveraging it the right way, you can learn how to make your client engagements more relevant to them, how to maximize the value of client meetings, and streamline your services. Following this strategy you will learn what prospective clients really want when they engage you, how to differentiate your business from the competition, and how to enlist clients as ambassadors.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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 submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Advisor, The Client Driven Practice
Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that consults with financial advisers on how to create an experience clients naturally talk about. He helps them clarify their value, build their brand, and attract more referrals. He is also known for his work with client advisory boards.
Wershing is cohost of the popular podcast Becoming Referable, www.becomingreferable.com.
Bob Veres calls Steve “the best marketing mind in financial planning.” His book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself, was published by McGraw Hill in 2012.
Steve has authored articles or been quoted in many trade and popular publications including Journal of Financial Planning, Financial Advisor, Investment Advisor, InvestmentNews and USA Today.
Steve started as a registered rep 30 years ago, becoming a fee-based advisor and later a broker/dealer executive. He was Chief Operating Officer of a national firm and subsequently President of a regional B/D before dedicating himself to coaching advisors full time in 2011. He is also partner in the Focused Advisor Network (www.focused-advisors.com), a platform for independent advisors.
The Client Driven Practice helps financial advisors discover and strengthen their unique value, and build their marketing and their strategy around that. They do this with client surveys, client advisory boards, and referral marketing consulting.
Linda Rhodes, CPA
Sep 24th 2019
It was a fabulously informative class. Steve helped understand the consulting aspect of the business and how a client advisory board may be of assistance. It was in line with the itinerary and very focused. It was great to know and understand about the opportunity zones possible. Thank you.
Ben Cook, CPA
Sep 23rd, 2019
It was indeed an informative webinar on how to play smart and the power of focused target market. Steve was excellent with presentation and showing how new bees can learn out of it. It was really a great webinar.
Teresa Pugh, , Tax Pros
Sep 23rd, 2019
It was an interesting webinar. I learned about new aspects of how client advisory boards help businesses. If this is true, they can be of really valuable help to the accounting professionals. Thank you Steve for a fantastic webinar...!
Kristen Whiteley, CPA
Sep 23rd, 2019
I think the webinar was full of valuable information and insights. I loved the examples as they were from every walk of life. This is remarkably motivating as well as challenging. I would surely like to attend more webinars from Steve. Thanks.
Dianna Marland, CPA
Sep 23rd, 2019
It was one of the best webinars I have ever attended. Excellent presentation and information nearly packed into a course. I loved your style Steve. You prepared well and delivered. I will surely recommend your webinar for accurate information and details.