Trusted Business AdvisorSM Workshop May 20, 2011 | SCACPA - West Columbia, SC
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South Carolina Association of Certified Public Accountants
Trusted Business AdvisorSM Workshop
Stay Connected
D
on’t miss this unique opportunity to stay connected with your
clients and transition from the role of technical expert to premier business advisor. By attending the Trusted Business AdvisorSM Workshop you will receive the tools, techniques and skills for strategic planning to make this transition occur.
At A Glance OBJECTIVE
A
ICPA Business Solutions is proud to bring you and your members a Trusted
Business AdvisorSM Workshop. The Trusted Business AdvisorSM one-day intensive workshop (which includes role plays, interaction and skills
Through solution driven sessions, you’ll learn how to translate the day-to-day issues clients face into
practice) is designed to enable CPAs to develop their skills to become their clients’ most trusted advisors.
opportunities for consulting with them – by hearing first-hand why some clients switch firms and what they’re looking for from a CPA.
FOR EVENT DETAILS OR TO REGISTER, GO TO WWW.SCACPA.ORG/CONFERENCES
LEARNING OBJECTIVES
WHAT TO EXPECT
R Why clients switched Accounting firms
R High quality firm retreat baked into a one-day workshop
R Developing your personal strategy
R Course led by successful leading-edge discussion leaders
R Running a business like a business R Delivering 5-Star excellent client service R Developing skills for being "your client's most trusted advisor" R Conducting a successful client planning meeting R General contractor concept
R Large-firm capabilities and techniques tailored to small and mid-size firms R Emphasis on “Trusted Advisor Skills and Client Planning Meeting” R Customer loyalty, relationship and network management R Practical tools and learning materials for successful small and mid-size firms’ practices
CPE Credit: 8 hours | Field of Study: Consulting | Method of Presentation: Lecture | Level: Intermediate
REGISTRATION
Trusted Business Advisor Workshop EVENT CODE: 413211
REGISTRANT INFORMATION
REGISTRATION CATEGORY
Name (Please Print)
r SCACPA Member r Non-Member r Other State CPA Society Member REGISTRATION POLICIES
The early bird rate is available to SCACPA members only. The member rate is available to SCACPA and other state CPA society members. Contact SCACPA for membership information or other questions at (888) 557-4814. o I have read and understand the SCACPA registration policies posted at www.scacpa.org/CPEPolicies.
REGISTRATION FEE
r Early Bird, $330 (expires 4/29/11) r Member, $355 r Non-member, $430
SCACPA Member # or other state CPA Society # AICPA Member # Firm/Organization Daytime Phone Fax Mobile Phone o Primary Phone
oSecondary Phone
Home Phone oPrimary Phone
oSecondary Phone
DISCOUNTS
Address
r AICPA Discount: $30 (member of AICPA) r Firm Discount: $15 (registering at least 5 people
City/State/ZIP
simultaneously)
DIETARY REQUESTS
r Vegetarian r Food Allergy REGISTRATIONS ACCEPTED Online www.scacpa.org Mail
SCACPA, 570 Chris Drive West Columbia, SC 29169
Fax
(803) 791-4196 credit card payments only
PAYMENT INFORMATION Total Fees $_______ Please indicate method of payment q Check: I have enclosed a check payable to SCACPA q Visa q MasterCard q American Express q Discover Credit Card # Exp. Date
CCV (3-4 Digits)
q Firm Card q Personal Card
Note: Full payment must accompany registration Name on Credit Card Signature
Date
ABOUT THIS EVENT THINGS YOU NEED TO KNOW
LOCATION INFORMATION
Program Details: Log onto www.scacpa.org/conferences for complete program details including conference description, speaker biographies, and secure online registration.
Event Facility: SCACPA Office 570 Chris Drive West Columbia, SC 29169 (803) 791-4181 or (888) 557-4814
Confirmation: A confirmation will be sent via e-mail or mail when your registration is processed. In the event your confirmation is not received, please contact our CPE Team at (888) 557-4814, ext. 110 or 112 or cpe@scacpa.org. Registration Modifications: Transfers made one week before event date will incur a $25 administrative fee. Cancellations received less than one week before the event forfeit the materials and entire registration fee. Substitutions are accepted up to the day of the event and are subject to fee adjustments based on membership status of substitute. No shows forfeit the materials and entire registration fee. Special Requests: Please contact us as soon as possible for ADA requests at (888) 557-4814, ext. 110 or cpe@scacpa.org. Questions, Modifications, or Requests: SCACPA CPE Team members are available Monday-Friday, 8:00 am – 5:00 pm at (888) 557-4814, ext. 110 and 112, or cpe@scacpa.org. Messages may be left 24 hours a day.
Hotel Accommodations: Hampton Inn – I26 1094 Chris Drive West Columbia, SC 29169 (803) 791-8940 Room Rate: $79
TIMES
Registration: 8:00 am Workshop: 8:30 am - 4:00 pm
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WWW.SCACPA.ORG/SOCIALMEDIA
ABOUT THE SPEAKER! Joe Fehrmann brings more than twenty years of experience to his Organizational Effectiveness Consulting practice, having led Human Resource and Organization Development efforts in construction, public utilities, manufacturing, and defense. His teaching background includes business courses at several colleges, including the Wichita State University School of Business and the WSU Center for Management Development.
Joe also serves as a training consultant with The Rainmaker Academy, helping accounting professionals develop the consulting and marketing skills they need for personal and professional success. The Rainmaker Academy is a division of Five Star³, located in Nashville, Tennessee. The mission of Five Star³ is to transform the lives of accountants, consultants, and accounting firms through communication, training, consulting, and networking membership services.
Joe works with his clients to strengthen the connection between effective leadership and an engaging culture through leadership development, strategic talent management, organizational change initiatives, succession planning, and teambuilding.
Joe is certified as a Senior Professional in Human Resources (SPHR). He is co-author of several training guides published by American Media and HRD Press. He makes his home in Birmingham, Alabama.
SOUTH CAROLINA ASSOCIATION OF CPAs
May 20, 2011 | SCACPA - West Columbia, SC
Trusted Business AdvisorSM Workshop
570 Chris Drive • West Columbia, SC 29169 (888) 557-4814, Toll free in SC • (803) 791-4181 www.SCACPA.org
CPA
South Carolina
PRSRT STD US POSTAGE PAID PERMIT NO. 1146 Columbia, SC