RAN ONE Americas, LLC. CPE INFORMATION SHEET Annual Conference. Wednesday, October 27, 2010

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1 RAN ONE Americas, LLC INFORMATION SHEET Annual Conference Wednesday, October 27, 2010 Conference Session Learning Objectives Program Level Prerequisites & Advanced Preparation Fields of Study & Credit Hours The Antidote to a Rough Economy Building and Massaging the Firm Ego Learn how to use team work and team modeling to bolster every aspect of your business with emphasis on business development, firm governance, profitability, client service, visioning and time management. None /None Enhancing Client Value & Retention Identify specific ways for firm leaders to ensure that all team deliver greater value to clients and maximize retention, satisfaction, and value-based fees. Learn methods for ensuring that key resources are implemented, Learn how to spread Advisory services (through Advisapedia) throughout the firm for maximum client support and growth. Partner level or senior level manager. None Accountant to Advisor: Making the Transition Know the difference between the roles of the accountant and the Core principles of being a good Fundamentals of the y relationship

2 Secrets of the Masters Key elements of creating quantum growth results in an y practice Identifying and removing obstacles to a higher level of personal performance How to integrate best practices of successful y firms into your practice Partner level or senior level manager with direct responsibility for client acquisition and/or management None Marketing & Networking Principles for Professionals How to cultivate the marketer in everyone who works for your firm Successful approaches to networking with special information for introverts Strategies for networking your value with a marketing mindset How to develop authentic and unforgettable elevator pitches that will have an impact on people you meet in all kinds of situations Steps to nurturing a referral network that will reap rewards for your firm Marketing 1 How I Made the Journey Attendees will take away field-tested strategies and methods for : Expanding their role from accounting technician to valued Proven strategies used to gain practice focus How specific accountants transitioned to the role How to get your clients to view you as an

3 Opening Doors through Public Relations and Digital Media Tips on designing a creative and cost-effective public relations plan Strategies to narrow your focus for profitability How to create a valuable personal online brand that differentiates your business from your competitors Techniques to sort through the social media maze and make it work for you without taking over your time Business Mgt. & Organization 1 INFORMATION SHEET Annual Conference Thursday, October 28, 2010 Conference Session Learning Objectives Program Level Prerequisites & Advanced Preparation Fields of Study & Credit Hours CEO Message & Director of Member Services Better direct other firm in the dynamics of firm expansion. Be familiar with y solutions to help client businesses grow. Overview Advisory Services.5 Technology Update for Accountants & Advisors Identify applicable new technologies for practice support Name at least three new technologies different than the prior year Specify at least five technology items that need attention in the practice Organization 1.5

4 Pricing Demystified: Setting, Presenting and Collecting Fees Key principles of how to present fees to clients How to address client concerns about fees Specifics of fee guarantees and minimizing your exposure Experience in presenting and closing client engagements Advisory Services 1 s of Business Advisory: Understanding the Rocket Model How to use frameworks to help diagnosis business issues Understanding strategic and operational components to business Learn key components to business success Organization 1 Roundtable Discussions : Various topics Improve the efficiency of firm operations Specific techniques to build a business y practice Ways to enhance team buy-in to firm goals Overview Organization 1.5 You Opened the Door Now What? To distinguish between two different types of opportunities Understand the ten keys to creating your own opportunities Create a game plan to capitalize on the opportunities after you opened the door Advisory Services 1

5 Instructional methods Course content is delivered through a series of group-live presentations, roundtable discussions, and breakout sessions. There is ample opportunity for group interaction, as well as dialogue with the instructor to facilitate learning Recommended Credits All credit hours are based upon a 50-minute hour. Program Registration Requirements CPAs may contact RAN ONE Americas, LLC in any of the following ways: By phone: Toll free By Karen.maggio@ranone.com By mail: RAN ONE Americas, LLC 215 Hallock Rd. Suite 4 Stony Brook, NY Communications may be addressed to Mary Ellen Rosenblatt, Administrator Program Complaint Resolution Policy For information regarding administrative policies such as complaint and refund, please contact our offices toll-free at Refund and Cancellation Policy for LIVE EVENTS: If RAN ONE is notified of cancellation, in writing, 30 or more days from scheduled event, 100% of your investment will be refunded. If written cancellation is received less than 30 days, 80% will be applied to a future event. If cancellation is received 5 days or less from scheduled event, there will be no refund. RAN ONE Americas, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for credit. Complaints regarding registered sponsors may be addressed to the National Registry of Sponsors, 150 Fourth Avenue North, Suite 700 Nashville, TN, Website: