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virtual event series

Evolve Your Practice: Becoming a Responsive and Dynamic Firm

Attend this six-episode advisory event with exclusive behind-the-scenes footage

Learn how to become a responsive and dynamic advisory firm

As a tax and accounting profession, we continue to feel the impact of the global pandemic and resulting economic uncertainty. What we do next as individuals and tax and accounting professionals will have lasting impact for years to come.

Join our Thomson Reuters experts and guest practitioners for this exclusive six-episode series where we’ll explore the steps you can take now to fully develop a successful advisory practice, become a responsive and trusted partner for your clients, and earn up to 8 CPE credits*.

You’ll learn how to:

  • Deliver a value proposition to your clients
  • Maintain trust and develop long-term client relationships
  • Become an advisor in a virtual world
  • Manage your firm’s resources

Our guest practitioners have effectively implemented these proven methodologies and are eager to share their success stories with you.

Have questions or need help registering?
Contact us online or call our sales team at
+1 800 968 8900.

Episode schedule

We’re offering this six-episode series over multiple months to allow you to take the courses at a time that works best for you. Use the month tabs below to view the available dates and times. Episodes are listed in the order in which they should be taken, and some months offer the same episode at multiple times to give you added flexibility. Once you register for your chosen month, we’ll reach out and confirm your schedule for the month you’ve selected. If you need help, simply call us at 1 800 968 8900 and we’d be happy to assist you! 

September 

Episode Dates & times available
Delivering a Value Proposition – The Two Meeting Approach September 23, 2020 - 11:00 a.m. - 12:30 p.m. ET
How to Maintain Trust and Develop a Long-term Mutually Beneficial Relationship September 23, 2020 - 2:00 p.m. - 3:30 p.m. ET
Behind the Scenes: Advisors in Practice, How They Made It Theirs (Part 1) September 23, 2020 - 4:30 p.m. - 6:00 p.m. ET
Becoming an Advisor in a Virtual World September 24, 2020 - 11:00 a.m. - 12:30 p.m. ET
Managing Your Firm's Resources
September 24, 2020 - 2:00 p.m. - 3:30 p.m. ET
Behind the Scenes: Advisors in Practice, How They Made It Theirs (Part 2)
September 24, 2020 - 4:30 p.m. - 6:00 p.m. ET

October

Episode Dates & times available
Delivering a Value Proposition – The Two Meeting Approach October 28, 2020 - 11:00 a.m. - 12:30 p.m. ET
How to Maintain Trust and Develop a Long-term Mutually Beneficial Relationship October 28, 2020 - 2:00 p.m. - 3:30 p.m. ET
Behind the Scenes: Advisors in Practice, How They Made It Theirs (Part 1) October 28, 2020 - 4:30 p.m. - 6:00 p.m. ET
Becoming an Advisor in a Virtual World October 29, 2020 - 11:00 a.m. - 12:30 p.m. ET
Managing Your Firm's Resources
October 29, 2020 - 2:00 p.m. - 3:30 p.m. ET
Behind the Scenes: Advisors in Practice, How They Made It Theirs (Part 2)
October 29, 2020 - 4:30 p.m. - 6:00 p.m. ET 

December

Episode Dates & times available
Delivering a Value Proposition – The Two Meeting Approach December 07, 2020
10:00 a.m. - 11:30 a.m. ET
December 07, 2020
1:00 p.m. - 2:30 p.m. ET
How to Maintain Trust and Develop a Long-term Mutually Beneficial Relationship December 08, 2020
10:00 a.m. - 11:30 a.m. ET 
December 08, 2020
1:00 p.m. - 2:30 p.m. ET
Behind the Scenes: Advisors in Practice, How They Made It Theirs (Part 1)

December 08, 2020

3:30 p.m. - 5:00 p.m. ET



Becoming an Advisor in a Virtual World

December 09, 2020

10:00 a.m. - 11:30 a.m. ET

December 09, 2020
1:00 p.m. - 2:30 p.m. ET
Managing Your Firm's Resources
December 10, 2020
10:00 a.m. - 11:30 a.m. ET
December 10, 2020
1:00 p.m. - 2:30 p.m. ET
Behind the Scenes: Advisors in Practice, How They Made It Theirs (Part 2)
December 10, 2020
3:30 p.m. - 5:00 p.m. ET


Pricing and registration

We’re offering volume pricing for multiple attendees from your firm. The registration fee is $595 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 six-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 8 CPE credits* for live attendance of all sessions.

Once you register for the full six-episode event, we’ll follow up with you so you can select your preferred episode schedule.

*CPE information

Thomson Reuters, Tax & Accounting, Professional Software & Services 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.