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Monday, October 5, 2020 Webcast

Grow Your Business from Within: How to Deliver Maximum Value to Client's on Every Engagement (X3-2562668)

2:00 PM - 4:00 PM EDT

Webcast


2 CPE Credits in AA

OVERVIEW

In order to retain existing clients, lower fee pressures and gain invaluable referral sources to build out your client portfolio, public accountants must place a priority on being value-added business advisors to audit and other attest clients. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your “book of business” in a healthy way.

DESIGNED FOR

CPAs, corporate finance teams, business leaders and other financial professionals.

BENEFITS

* Identify ways to deliver the maximum value to your clients on the engagements you are performing

* List key reasons for making value-added business advice to a clients a priority

* Identify techniques to anticipate and prevent issues that could negatively impact the client’s operations, compliance and financial reporting

* Identify advanced value-added service levels

* List examples of tangible services and non-tangible value

COURSE LEVEL

Intermediate

INSTRUCTOR

Jennifer Louis

Jennifer F. Louis, CPA

President

Emergent Solutions Group

Jennifer F. Louis, CPA has over 25 years of experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003, she founded Emergent Solutions Group, LLC, where she focuses her energy on designing and delivering high-quality, practical, and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly-respected training and audit process consulting firm. Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. At the start of her professional career, Jennifer was an Audit Manager for Deloitte & Touche LLP, where she frequently served as a local and national instructor. Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. Besides loving life on the lake with her husband in Charlotte, NC, she enjoys hiking with her little dog Frodo Beggins, and savoring any precious moments spent with her two young adult boys

PRICING

$75.00 - Member

$90.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

AICPA/NJCPA