Title: Upleveling Your Advisory Skills and The Client Experience
Speaker: Geni Whitehouse, CPA.CITP, CSPM, Countess of Communication, Even A Nerd Can be Heard and www.TheImpactfulAdvisor.com
Date/Time: November 11, 2021 | 11:00 am PST
Description: In this session, you will learn ways to deliver the kind of advisory services that make a difference for your clients. You can raise the bar on the value of the work you do (and deepen your connections) by learning to apply your skills in new ways. You'll also help improve the flow of information to insight within your clients' own organizations. Leave this session with ideas and tools you can put to work with your current and prospective clients. Help them build the business of their dreams as you do the same for your own practice.
Learning objectives :
- Understand how to make the shift from compliance to reliance
- Learn the importance of asking different questions
- See how automation can help clients (and your organization) meet their financial goals and empower their teams
About Geni Whitehouse: A former CPA firm partner and software company executive, Geni now divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting at www.EvenANerd.com. She teaches accountants to become advisors, via her newest venture, www.TheImpactfulAdvisor.com which is built on the online Level 5 training system, created by Edi Osborne at MentorPlus.
She is a regular keynote presenter at CPA and Technology conferences around the country and has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor.
She was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry and is the author of “How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard” which is available on Amazon.com.