Learn how to build a more progressive firm
As a tax and accounting professional, you require a more dynamic client-advisor relationship to meet ever-changing business needs and complexity. Being able to adapt, change, and respond to those needs is what will set your firm apart for years to come.
Join our Thomson Reuters experts and guest practitioners for this exclusive three-episode series where we will explore the steps you can take now to redefine your practice to build a more progressive firm and become a trusted partner for your clients. You’ll learn how to:
- Determine your value
- Deliver a value proposition
- Manage the client relationship
Our guest practitioners have effectively implemented these proven methodologies and are eager to share their success stories with you.
2023 episode schedule
Jan 24 | May 17 | June 20 | July 25 | August 24 | September 26 | October 26 | November 16 | December 19
We’re offering this three-episode series to allow you to take the single day schedule that works best for you. See below to view the available dates and times. Episodes are listed in the order in which they should be taken. Once you register, we’ll reach out and confirm your schedule. If you need help, simply call us at 1 800 968 8900 and we’d be happy to assist you!
|Episode: Determining Your Value||11:00 a.m. - 12:30 p.m. ET|
Episode: Delivering a Value Proposition
|02:00 p.m. - 03:30 p.m. ET|
Behind the Scenes Episode: Advisors in Practice, How They Made It Theirs
04:30 p.m. - 06:00 p.m. ET
Pricing and registration
We’re offering volume pricing for multiple attendees from your firm. The registration fee is $385 for the first attendee, 50% off for the second attendee and an additional 5% off for each additional attendee from your firm thereafter (i.e., 3rd attendee = 55% off, 4th attendee = 60% off, 5th attendee = 65% off, and so on).
Your registration fee includes a three-episode event of learning and consultation that you won't find anywhere else. Each set of episodes must be taken within the same month in the order listed above and each attendee can earn up to 4 CPE credits* for live attendance of all sessions.