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  • Achieve Firm Growth Beyond Your Dreams with the PocketExperts.Solutions Virtual Marketplace

Achieve Firm Growth Beyond Your Dreams with the PocketExperts.Solutions Virtual Marketplace


Co-Sponsored by National Association of Certified Valuators and Analysts® and the Consultants Training Institute® (CTI®)

Arrow Program Description Arrow Who Should Attend REgister Now
Arrow What You Will Cover Arrow Schedule and CPE
       

Achieve Firm Growth Beyond Your Dreams
PocketExperts.Solutions promises business owners and entrepreneurs a new and bold way to improve their business skills and knowledge. Whether you are starting a business, running a business, growing a business, buying a business, or selling a business, PocketExperts.Solutions provides access to an elite group of professionals across many disciplines giving you both insight and knowledge on a vast number of topics necessary to move your company forward and maintain a competitive edge in an ever changing business environment.


What You Will Cover 
Covered over three live/online webinars PocketExperts.Solutions will address the following topics.

The Virtual Marketplace to Reengineer Your Business Valuation Practice

PocketExperts.Solutions will address how the Virtual Marketplace can provide intel on the innerworkings of a valuation practice. They will address how to increase your billable hours, how to leverage skill sets from experts outside your traditional networks, and how you can to train, mentor, and coach your professional staff to contribute to firm growth.
 
After completing this section, attendees will be able to:
  • Use the Virtual Marketplace to identify experts to address challenges relating to firm growth
  • Assess best practices from seasoned experts on billing strategies, engagement management, and leveraging resources to work more efficiently
  • Design a plan for staff professional development that will strengthen their technical skill, communication skills, and confidence across a wide range of business valuation, value enhancement, and business consulting services

The Virtual Marketplace to Reengineer Your Financial Litigation/Forensic Accounting Practice
 
PocketExperts.Solutions will address how the Virtual Marketplace will provide intel on the innerworkings of a financial litigation and forensic accounting practice. They will address how to increase your billable hours, how to leverage skill sets from experts outside your traditional networks, and how you can to train, mentor, and coach your professional staff to contribute to firm growth.
 
After completing this section, attendees will be able to:
  • Use the Virtual Marketplace to identify experts to address challenges relating to firm growth
  • Assess best practices from seasoned experts on billing strategies, engagement management, and leveraging resources to work more efficiently
  • Design a plan for staff professional development that will strengthen their technical skills, communication skills, and confidence across a wide range of financial litigation, forensic accounting, value enhancement, and business consulting services

Using the Virtual Marketplace to Discover Your Untapped Skills

More often than not, BVFLS experts limit their potential and the expanse of their practice thinking only to offer traditional services. PocketExperts.Solutions will help you discover, not only how to leverage your NACVA credential, the training, and skill invested to achieve it, but most importantly, the experiences and interests organic to you to help you differentiate your practice around those strengths. This will lead to expanding your client base, geographic reach, and greater financial rewards.
 
After completing this section, attendees will be able to: 
  • Recognize innate skills and experience to differentiate their practice
  • Design their practice around their strengths in collaboration with experts sourced through the Virtual Marketplace 

Using the Virtual Marketplace to Overcome Technical Challenges
 
BVFLS experts often encounter challenges communicating technical concepts to clients or hit roadblocks when diving into analysis, methodologies, approaches, report writing, research, and professional standards. The panel will demonstrate how to use the PocketExperts.Solutions Virtual Marketplace to identify and connect with experts who can collaborate with you on resolving challenges and communicating technical support to clients.
 
After completing this section, attendees will be able to:
  • Leverage the experience of experts to overcome technical and communication challenges 

Using the Virtual Marketplace to Become a Hero to Your Clients
 
Do your clients often stump you asking for support, services, or referrals to other experts you cannot provide? You will never have that challenge again. PocketExperts.Solutions will demonstrate how to connect and collaborate with the vast expert network assembled in the Virtual Marketplace.
 
After completing this section, attendees will be able to: 
  • Identify experts to help bridge communication gaps with your clients 

Faculty
Darrell Dorrell, Robert Grossman, Chris Hamilton, Michael Kaplan, Karen Kaseno, Garth Tebay—moderated by Mark Kucik

Who Should Attend

BVFLS analysts, CPAs, management consultants, and other financial advisors who want to drive firm 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.

 Three-Day Live Online Webinar Schedule
Dates Time   Free Webinar
     
Additional course dates coming soon, contact Member/Client Services at (800) 677-2009 for additional details.


CPE Hours—Live Online Webinar

Delivery Method Group Internet-Based
Program Level Basic
Advanced Preparation None
Prerequisites None
Fields of Study Business Management and Organization 1
  Management Services 1
  Communication and Marketing 1
Total CPE Hours   3

 

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

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  • Credentialing Training
  • Certificate of Educational Achievement Training
  • Introduction Training
  • Business Valuation Training
  • Financial Litigation Training
  • Forensic Accounting Training
  • Business Consulting Training
    • Drive Growth—The Business Advisor Boot Camp
    • Introduction to Business Consulting
    • Business Consulting Webinars
    • Introduction to CoreValue
    • CoreValue® Software
    • I'd like to learn more about CoreValue Software and Training
    • Achieve Firm Growth Beyond Your Dreams with the PocketExperts.Solutions Virtual Marketplace
  • Programs for Attorneys
  • Transaction Advisory Services
  • Healthcare Valuation Training
  • Exit Planning Training
  • Software and Database Training
  • Conferences
  • Calendar and Online Event Registration
  • NASBA Sponsorship
  • Cancelation Policy

2021 Business Valuation &
Financial Litigation Hybrid & Virtual Super Conference
June 21–25, 2021

2021 Business Valuation & Financial Litigation Hybrid & Virtual Super Conference

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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®).

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