1. Thomson Reuters Tax & Accounting software and research solutions
  2. Events
  3. Becoming a Responsive and Dynamic Accounting Advisory Firm

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 are offering the six episodes over multiple days to allow you more flexibility in designing a schedule that works best for you. Use the month tabs below to view the available episode times. Episodes are listed below are in the order in which they should be completed, and all episodes should be completed within the same month. Once you register, we’ll reach out and help you build out your preferred schedule for the month you’ve selected.

July

Episode Dates & times available
Delivering a Value Proposition – The Two Meeting Approach July 21, 2020
10:00 a.m. - 11:30 a.m. ET
July 21, 2020
1:00 p.m. - 2:30 p.m. ET
How to Maintain Trust and Develop a Long-term Mutually Beneficial Relationship July 22, 2020
10:00 a.m. - 11:30 a.m. ET
July 22, 2020
1:00 p.m. - 2:30 p.m. ET
Behind the Scenes: Advisors in Practice, How They Made It Theirs (Part 1) July 22, 2020
3:30 p.m. - 5:00 p.m. ET


Becoming an Advisor in a Virtual World July 23, 2020
10:00 a.m. - 11:30 a.m. ET
July 23, 2020
1:00 p.m. - 2:30 p.m. ET
Managing Your Firm's Resources
July 24, 2020
10:00 a.m. - 11:30 a.m. ET
July 24, 2020
1:00 p.m. - 2:30 p.m. ET
Behind the Scenes: Advisors in Practice, How They Made It Theirs (Part 2)
July 24, 2020
3:30 p.m. - 5:00 p.m. ET
 

August

Episode Dates & times available
Delivering a Value Proposition – The Two Meeting Approach August 10, 2020
10:00 a.m. - 11:30 a.m. ET
August 10, 2020
1:00 p.m. - 2:30 p.m. ET
How to Maintain Trust and Develop a Long-term Mutually Beneficial Relationship August 11, 2020
10:00 a.m. - 11:30 a.m. ET
August 11, 2020
1:00 p.m. - 2:30 p.m. ET
Behind the Scenes: Advisors in Practice, How They Made It Theirs (Part 1) August 11, 2020
3:30 p.m. - 5:00 p.m. ET


Becoming an Advisor in a Virtual World August 12, 2020
10:00 a.m. - 11:30 a.m. ET
August 12, 2020
1:00 p.m. - 2:30 p.m. ET
Managing Your Firm's Resources
August 13, 2020
10:00 a.m. - 11:30 a.m. ET
August 13, 2020
1:00 p.m. - 2:30 p.m. ET
Behind the Scenes: Advisors in Practice, How They Made It Theirs (Part 2)
August 13, 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.