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  • CPAs: Expanding Services and Client Retention using CoreValue Advisor Software

CPAs: Expanding Services and Client Retention using CoreValue Advisor Software


Co-Sponsored by the National Association of Certified Valuators and Analysts®  (NACVA
®)

Arrow Program Description Arrow Who Should Attend Register Now
Arrow How You Will Benefit Arrow Webinar Schedule
       

Program Description
Data shows that clients receiving four or more services have the highest retention rate. CPAs bring a wealth of expertise and experience to their clients. Learn how your colleagues are connecting their subject matter expertise to quantified client bottlenecks.

How You Will Benefit
After completing this webinar, attendees will be able to:

  • Summarize how to run a complete analysis of your client’s operation which highlights opportunities for improving financial reporting systems, operating reports, margin improvement, valuation and value growth, and more


Who Should Attend
CPAs and other professionals interested in expanding their services with existing clients and in offering new services to build a thriving practice.


   
 Live Online Webinar Schedule  
             
Date   Time   Free Webinar
May 12, 2021 10:00–11:00 a.m. (PT)
11:00 a.m.–12:00 p.m. (MT)
12:00–1:00 p.m. (CT)
1:00–2:00 p.m. (ET)
Register Online

Pricing 

Non-Member

Member

One (1) Hour of CPE Credit

Free

Free


CPE Hours—One-Day Live Online Webinar

Delivery Method

Group Internet-Based

Program Level

Basic

Advanced Preparation

None

Prerequisites

None

 

Management Services

1

Total CPE Hours

 

1


For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, please click here.


  • Online Training Schedule
    • Better Financial Statement Benchmarking with RMA Valuation Edition
    • BVM Pro Tips and Tricks: Creating Better Valuations in Less Time
    • Comparable Market Data Source Tips and Tricks
    • Damages Advocate Tips and Tricks: Creating Better Personal Injury, Wrongful Death, and Employment Law Damages Calculations in Less Time
    • Pluris DLOM Tips and Tricks: Creating Better Marketability Discounts
    • The Value of NACVA Membership—EconAssist™ Orientation Webinar
    • Strategic Planning Using CoreValue Unlock Deep-Dive Analysis
    • Marketing Tactics for Business Advisors
    • Twin Value Gaps: Helping the Business-Owning Client Meet their Personal Wealth Goals
    • CPAs: Expanding Services and Client Retention using CoreValue Advisor Software
    • Proven Process to Win New Engagements
  • Around the Valuation World®
  • CPE Webinars On-Demand
  • Surgent CPE Self-Study
  • Important Webinar Information—FAQs
  • Webinar Cancelation Policy

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NCCA Accreditation

NACVA's Certified Valuation Analyst® (CVA®) designation is the only business valuation credential accredited by the National Commission for Certifying Agencies® (NCCA®) and the American National Standards Institute® (ANSI®).

Learn More

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