Drive Growth—The Business Advisor Boot Camp

Co-Sponsored by National Association of Certified Valuators and Analysts® CoreValue Software, and ValuSource

	Program Description		Who Should Attend
	How You Will Benefit		Schedule, Pricing, and CPE
	What You Will Cover		CoreValue Software

The Business Advisor Boot Camp is a two-day Executive MBA-style course that focuses on using CoreValue® Advisor Software to find, win, and deliver client engagements. Using a professional services firm case study, you will learn about analyzing your client company's strengths and weaknesses, the relationship between operational excellence and equity value, neutralizing the bottlenecks to growth, strategic planning engagements, and marketing your services.

How You Will Benefit

After completing this boot camp, attendees will be able to:

Identify and employ steps to winning new clients and engagements
Integrate relevant technology to score the operational strength of client companies and convert this analysis into talking points, proposals, strategic plans, and long-term engagements
Assess bottlenecks to growth and how to neutralize, driving client company growth
Specify the elements of a strategic plan to help your client reach their goals

I’d like to learn more about CoreValue

What You Will Cover

Days 1 and 2: Growth Planning Engagements in Action

The CoreValue Methodology
Your Roles: Architect, General Contractor, Tradesperson
The Advisor’s Sales and Marketing Funnel
Starting the Business Consulting Conversation using Discover
Reviewing the Discover Executive Report
Converting the Discover Conversation into a Paid Engagement
Converting the Deep-Dive Analysis into your Client Operational Strength and Value Report: Report Writer
Four Leading CoreValue-Powered Client Engagements
Business Models, Business Plans, Strategic Planning
Using the Executable Growth Plan in Long-Term Engagements

Who Should Attend

This boot camp is designed for CPAs, management consultants, valuators, financial advisors, and M&A professionals who want to learn how to start the business consulting conversation, convert prospects into clients, and drive client company growth.

To register, select the date below and click the "Register Online" button for our online event registration. Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.

Two-Day Live Classroom Schedule
			Early Registration Discounts and Deadlines
	Dates	Location	10%	5%
	June 15–16, 2020	Philadelphia, PA	4/30/2020	5/31/2020
	November 19–20, 2020	San Diego, CA	9/30/2020	10/31/2020
	December 10–11, 2020	Ft. Lauderdale, FL	10/31/2020	11/30/2020

Courses generally begin at 8:30 a.m. and conclude at 5:15 p.m.
Two-Day Live Online Broadcast Schedule
			Early Registration Discounts and Deadlines
	Dates	Broadcast Location	10%	5%
	June 15–16, 2020	Philadelphia, PA	4/30/2020	5/31/2020
	November 19–20, 2020	San Diego, CA	9/30/2020	10/31/2020
	December 10–11, 2020	Ft. Lauderdale, FL	10/31/2020	11/30/2020

Courses generally begin at 8:30 a.m. and conclude at 5:15 p.m.

This boot camp is paperless. Attendees will be provided a link to course material that will be used during the course, so attendees will need a laptop with Internet access. The CTI will provide electric power and Internet access, but will not provide laptops. Attendees are encouraged to bring their own mobile wireless modem or hotspot device.

Pricing (Before Early Registration Discount)	Non-Member	Member
Two-Day Live Classroom or Online Broadcast (16 Hrs CPE)	$1,300	$1,170

CPE Hours—Live Classroom and Live Online Broadcast

Delivery Method	Group-Live or Group Internet-Based
Program Level	Basic
Advanced Preparation	None
Prerequisites	None
Fields of Study	Business Management and Organization	4
	Communications and Marketing	3
	Computer Software and Applications	3
	Management Services	4
	Personal Development	2
Total CPE Hours		16

For more information regarding CPE, Program Levels, and Fields of Study please click here.

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