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8.0 Credits

Maximize opportunities, earn your clients' trust and enhance your unique value. No matter your level in the firm, you can become a strategic partner to your clients by moving beyond the numbers and core accounting services. This workshop provides a process and supporting tools to assist you in engaging in meaningful client dialogue, transforming client service and enriching your practice. This workshop is a combination of live presentation, video, workbook and role plays. Facilitated by practitioners currently implementing the process in their own firms, you will receive practical guidance and real-life examples on how to implement this new service model.


Knowledge and experience with providing client service

Advanced Preparation



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Wednesday, January 24, 2018

General Sessions