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®)

	Program Description		Who Should Attend
	What You Will Cover		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.

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Part 1: The Virtual Marketplace to Reengineer Your Business Valuation Practice
Robert Grossman, Chris Hamilton, Garth Tebay—moderated by Mark Kucik
CPE: 1 hour | Business Management and Organization 

In this session, a panel from 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 session, 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

Part 2: The Virtual Marketplace to Reengineer Your Financial Litigation/Forensic Accounting Practice
Darrell Dorrell, Robert Grossman, Michael Kaplan, Karen Kaseno—moderated by Mark Kucik
CPE: 1 hour | Business Management and Organization
 
In this session, a panel from 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 session, 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

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Part 3: Using the Virtual Marketplace to Discover Your Untapped Skills
Robert Grossman, Chris Hamilton, Garth Tebay—moderated by Mark Kucik
CPE: 1 hour | Personal Development
 
More often than not, BVFLS experts limit their potential and the expanse of their practice thinking only to offer traditional services. In this session, a panel from 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 session, 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 

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Part 4: Using the Virtual Marketplace to Overcome Technical Challenges
Robert Grossman, Chris Hamilton, Garth Tebay—moderated by Mark Kucik
CPE: 1 hour | Management Services
 
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 session, attendees will be able to:

• Leverage the experience of experts to overcome technical and communication challenges 

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Part 5: Using the Virtual Marketplace to Become a Hero to Your Clients
Darrell Dorrell, Robert Grossman, Michael Kaplan, Karen Kaseno—moderated by Mark Kucik
CPE: 1 hour | Communications and Marketing
 
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. In this session, a panel from PocketExperts.Solutions will demonstrate how to connect and collaborate with the vast expert network assembled in the Virtual Marketplace.
 
After completing this session, attendees will be able to: 

• Identify experts to help bridge communication gaps with your clients