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®)
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Program Description |
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Who Should Attend |
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What You Will Cover |
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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
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
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
Darrell Dorrell, Robert Grossman, Chris Hamilton, Michael Kaplan, Karen Kaseno, Garth Tebay—moderated by Mark Kucik
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.
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Dates | Time |
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CPE Hours—Live Online Webinar
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For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, please click here.