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From Compliance to Consulting: Transitioning to Client Advisory Services

FROM COMPLIANCE TO CONSULTING: TRANSITIONING TO CLIENT ADVISORY SERVICES

Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This session is dedicated to the possibility that a professional can increase their effectiveness in working with their customers (note, not clients) if they adopt some concepts of consulting theory. Adopting these behaviors is not easy as it requires professionals to think differently than they have in the past. If you think you can think a bit differently about your professional relationships, you are invited to attend this session led by Ed Kless, Sage senior director of partner development and strategy, who will facilitate this session.

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Ed Kless

Sage
Senior Director of Partner Development and Strategy
ed.kless@sage.com
(214) 675-8792

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Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy for Sage Business Solutions in North America. He facilitates the Sage Leadership Academy, Sage Consulting Academy and is the liaison to the Sage Leadership Academy Alumni Association.

Prior to joining Sage Software, Ed worked with Tipping Point Advisors, an organization dedicated to the growth and development of software implementation companies. Before that, he co-founded Third Wave Business Systems, a Microsoft Business Solutions Partner, in 1996, which grew to 20 team members and 5 million in revenue. At Third Wave, Ed developed the implementation methodology and managed the front and back office consulting teams.

Ed is senior fellow at the VeraSage Institute, a think tank dedicated to the elimination of the billable hour in all professional organizations. He is a frequent contributor to industry publications and has spoken at many conferences worldwide. He is the co-host of VoiceAmerica’s radio show The Soul of Enterprise: Business in the Knowledge Economy which spawned the book The Soul of Enterprise: Dialogues on Business in the Knowledge Economy both with Ron Baker. 

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

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Our software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Our solutions travel with you or stay where you want us—in the cloud, on-premises, or both—giving you the freedom to work where you want. Our customers cover a wide range of small and medium-sized businesses. We support companies out of the home, small businesses with just a few employees, and larger enterprises that distribute across North America. All of our leaders have owned or been part of a small to medium-sized business and have deep roots in technology.