Engineered Growth Partnership Comprehensive Guide for CPAs

This 1-Hour and 15 minute CPE program will cover a comprehensive overview of how CPA firms can navigate and thrive in an evolving industry and environment. It has become common for industry experts to encourage a shift from compliance to an advisory mindset, and setting your culture statement and goals. But in practice, what does that mean and how does one find the time to focus on firm management and soft skill training? Well this program will help provide guidance on steps you can take to developing a clear path in the right direction. We will cover a range of topics including:

• The Evolution of the Profession

• Pivoting from “debits and credits” to “Trusted Advisor”

• Overcoming the Skill and Availability Gap (SAG)

• Benchmarking for Success with the Rosenberg Survey

• Practicing “Disciplined” Marketing

• Utilizing strategic partnerships to add value and expand services


Each of these areas will provide tangible takeaways to help you pinpoint problem areas and understand how to find solutions.

CPE Hours: 2

Event Date & Time: January 20, 2021 @ 12:00 pm 
(All events are Central Time)

Instructor: Heidi Henderson & Jeff Pawlow