Thank you for registering for the Principles of Business Advisory Success program! As a reminder, the program schedule is below. Please make sure you have all webinars and community discussions in your calendar.
If you are missing any or haven't received your Zoom invitations, contact Nikki Dwyer.
Program Schedule
- Mindshop Webinar #1 | May 14, 2024 at 3:00 - 4:30 p.m. EST
- Community Discussion #1 | May 16, 2024 at 3:00 - 4:00 p.m. EST
- Mindshop Webinar #2 | June 4, 2024 at 12:30 - 1:30 p.m. EST
- Community Discussion #2 | June 6, 2024 at 3:00 - 4:00 p.m. EST
- Mindshop Webinar #3 | June 18, 2024 at 3:00 - 4:00 p.m. EST
- Community Discussion #3 | June 20, 2024 at 3:00 - 4:00 p.m. EST
Pre-Work Requirements
Step 1: By May 13, you will receive an email from Mindshop giving you access to the Business Advisory Fundamentals online course on Mindshop Online. Check your spam folder to make sure it hasn't gotten lost. You do not need to start this course until after the May 14 webinar.
- If you do not receive this email by May 14, please request access from [email protected].
Step 2: Before the May 14 webinar, complete Mindshop's Business Advisory Success Diagnostic by clicking here: Professional Service Firm Diagnostic. Once completed, you will receive a personalized roadmap and one-page plan with strategies to grow your advisory business.
Step 3: Before the May 14 webinar, read the Mindshop Advisory 101 paper. This should only take 15 minutes.
CPE Information - Principles of Business Advisory
Program Learning Objectives:
Topics We Will Discuss:
- address advisory trends
- the five phases of business advisory success
- discuss question and listening skills
- provide guidance on the online courses.
Target Audience:
- Rising stars in the business advisory space
- Managers and partners wishing to build better business advisory foundational skills
- Team members who want to improve their communication, listening, and problem-solving skillsCPE Credits: 8.0
Field(s) of Study: Communications & Marketing
Fees: Free
Level: Basic
Delivery Method: Group Live
Prerequisites: None
Advanced Preparation: None
CPE Sponsor Information
The Leading Edge Alliance, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/cpas/complaints.
For information regarding refund, complaint and program cancellation policies, please contact Carla Blattenbauer at 612-249-0300 or [email protected].
The Leading Edge Alliance National Registry Sponsor Number: 10647