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Free cpe webinars
Upleveling Your Advisory Skills and the Client Experience

UPLEVELING YOUR ADVISORY SKILLS AND THE CLIENT EXPERIENCE

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 11, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The goal of this session is to help clients build the business of their dreams as you do the same for your own practice. We will review ways to deliver the kind of advisory services that make a difference for clients. Prepare to raise the bar on the value of the work done, and deepen connections by learning to apply skills in new ways. This session will also help teach how to improve the flow of information to insight within your clients' own organizations. We will equip attendees with ideas and tools that can be put to work with current and prospective clients.

Learning Objectives:


  • Understand how to make the shift from compliance to reliance

  • Determine the importance of asking different questions

  • Recognize how automation can help clients (and your organization) meet their financial goals and empower their teams

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Impactfuladvisor

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.


She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.


She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.


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About Our Sponsor

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.