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Monday, July 27, 2020 Webcast

Making the Transition to Advisory Services (X2-14439)

3:00 PM - 5:00 PM EDT

Webcast


2 CPE Credits in MT

OVERVIEW

The accounting industry is going through tremendous change and rising challenges that are forcing us to branch out into advisory services. Learn what these changes mean, how to create your own action plan and the three major steps you need to make this transition.

DESIGNED FOR

All levels

BENEFITS

Learn the three major steps you need to transition into advisory services and how to create your own action plan.

HIGHLIGHTS

Topics Covered:
  • Opportunities for advisory services.
  • Types of advisory services.
  • Value pricing

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Garrett Wagner

Garrett Wagner, CPA/CITP

CEO/Founder

C3 Evolution Group

Garrett is an industry thought leader on a mission, to fuel the entrepreneurial spirit and passion within the industry. With his ability to break free from the traditional CPA box, Garrett has embraced the entrepreneurial mindset and is on a mission to help others embrace the skills and knowledge needed to succeed. Garrett focuses on monitoring the evolving technologies and best practices in the industry to achieve the highest degree of success without being afraid to break free from traditional methods. Garrett’s background includes working inside successful CPA firms, speaking at conferences and events, and consulting for CPA firms across the country helping them to ignite lasting change by understanding the unique needs of each firm organization. Garrett believes that the public accounting landscape is undergoing a tremendous change and that by focusing on developing the next generation of leaders through education and leveraging technology any sized firm can be successful.

PRICING

$69.00 - Member

$79.00 - Nonmember

$0.00 - Student Member

$0.00 - CPA Candidate Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings