Course Detail(INS008 : How Advisory Changes Your Firm, Your Clients, and Your Teams (Live Webinar))

INS008 : How Advisory Changes Your Firm, Your Clients, and Your Teams (Live Webinar) NEW

1.00 CPE Hours (Others)
Live Webinar

Programme Objective

Advisory is a term not yet fully defined for accounting firms around the world. In this webinar, you will learn the essential skills to lead your firm and engage your client with the best service in mind. 

The speaker will share knowledge in the following areas: 

  • Different types of pricing model applicable to the accounting firm 
  • How to set up value pricing for an accounting firm, and get 
  • Be advised on how to move from technical generalist to be your client's trusted advisor


This webinar is sponsored by Intuit QuickBooks and presented by international speaker and firm owner, Jason Blumer, CPA, CEO of the Thriveal CPA Network.

Programme Outline

 

  Time Remarks 
 8.45am - 9.00am  
 Please log in at least 15 minutes before the session 
 9.00am - 9.05am
 Welcome
 9.05am - 10.00am  How Advisory Changes Your Firm, Your Clients, and Your Teams
 10.00am - 10.15am    Q&A
 10.15am  End of session

 

Supporting Partner
User-added image

Training Methodology
 
Conversation style with case studies 

Contact Details 

For registration enquiries, please contact CPE Dept: 
Tel: +65 6749 8060 or email cpe@isca.org.sg 
For all other enquiries, please contact industrysupport@isca.org.sg 


Live Webinar Link 


Instructions to log in to the Live Webinar will be sent to the participant’s email address that was used during registration. 
 
Closing Date for Registration 

2 day before programme or until full enrolment

Intended For

All

Competency Mapping

Others = 1.00 Hours

Schedule & Fees

Date & Time

12 Oct 2020 (9:00 AM - 10:15 AM)

Fee (inclusive of GST)

For Members: $ 0.00
For Non-Members: $ 15.00

Programme Facilitator(s)

Jason Blumer

Venue

Live Webinar in or outside of
Singapore

Testimonial

Funding

No funding Available!

Programme Facilitator(s)


Jason Blumer

Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. He serves as the visionary and CEO of Thriveal. Since that time, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, firm consulting, and live events. Deeper Weekend is the annual live event by Thriveal.
 
Jason is also the CEO of Blumer & Associates, CPAs. The firm was one of the first to move from a traditional office to a virtual environment in 2012, where they serve as an advisory firm for the design, marketing, and agency creative services niches. He and his partner focus on business coaching and consulting with firms and agencies, while their team meets the technical and compliance needs of the customer.
 
Jason is the co-host of two podcasts, the Thrivecast and The Businessology Show and speaks and writes frequently for CPAs. He has been honored as one of the Top 100 Most Influential People in Accounting (Accounting Today). Jason loves to watch documentaries on just about anything. Stay connected with Jason by signing up at JasonBlumer.com.

 

Programme Objective

Advisory is a term not yet fully defined for accounting firms around the world. In this webinar, you will learn the essential skills to lead your firm and engage your client with the best service in mind. 

The speaker will share knowledge in the following areas: 

  • Different types of pricing model applicable to the accounting firm 
  • How to set up value pricing for an accounting firm, and get 
  • Be advised on how to move from technical generalist to be your client's trusted advisor


This webinar is sponsored by Intuit QuickBooks and presented by international speaker and firm owner, Jason Blumer, CPA, CEO of the Thriveal CPA Network.

Programme Outline

 

  Time Remarks 
 8.45am - 9.00am  
 Please log in at least 15 minutes before the session 
 9.00am - 9.05am
 Welcome
 9.05am - 10.00am  How Advisory Changes Your Firm, Your Clients, and Your Teams
 10.00am - 10.15am    Q&A
 10.15am  End of session

 

Supporting Partner
User-added image

Training Methodology
 
Conversation style with case studies 

Contact Details 

For registration enquiries, please contact CPE Dept: 
Tel: +65 6749 8060 or email cpe@isca.org.sg 
For all other enquiries, please contact industrysupport@isca.org.sg 


Live Webinar Link 


Instructions to log in to the Live Webinar will be sent to the participant’s email address that was used during registration. 
 
Closing Date for Registration 

2 day before programme or until full enrolment

Intended For

All

Competency Mapping

Others = 1.00 Hours

Programme Facilitator(s)

Jason Blumer

Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. He serves as the visionary and CEO of Thriveal. Since that time, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, firm consulting, and live events. Deeper Weekend is the annual live event by Thriveal.
 
Jason is also the CEO of Blumer & Associates, CPAs. The firm was one of the first to move from a traditional office to a virtual environment in 2012, where they serve as an advisory firm for the design, marketing, and agency creative services niches. He and his partner focus on business coaching and consulting with firms and agencies, while their team meets the technical and compliance needs of the customer.
 
Jason is the co-host of two podcasts, the Thrivecast and The Businessology Show and speaks and writes frequently for CPAs. He has been honored as one of the Top 100 Most Influential People in Accounting (Accounting Today). Jason loves to watch documentaries on just about anything. Stay connected with Jason by signing up at JasonBlumer.com.

 


Upcoming Schedule

Date & Time

12 Oct 2020 (9:00 AM - 10:15 AM)

Fee (inclusive of GST)

For Members: $ 0.00
For Non-Members: $ 15.00

Programme Facilitator(s)

Jason Blumer

Venue

Live Webinar in or outside of
Singapore