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Challenging Our Thinking About Offering Advisory Services

This is an amazing opportunity to discuss and apply the ideas you have been picking up this week at Scaling New Heights. Some of these ideas may be new and even intimidating, and we want to make sure that you have the tools to move forward in applying them in your practice. Join several SNH instructors for an interactive, discussion-based brainstorming session focusing on the changes in our industry. Together we will challenge our assumptions, ask the deep questions that lead to more questions, and create new learning opportunities based upon the experience of all participants. This will be a supportive facilitated discussion where all ideas are welcome. There will be time at the end for everyone to come back together, and the facilitators will report on the key breakthroughs of each group for the benefit of all. Seating will be limited, so please pre-register.


Learning Objectives:

  • Move past anxiety related to change in the industry
  • Apply new ideas in conversation to solidify them in your understanding
  • Discover and offer strategies with other accounting professionals, wrapping up your conference experience with clear action items.
Instructor: Ingrid Edstrom
Length (in minutes): 100
Level (Basic, Intermediate, Advanced): Basic
Prerequisites: None
CPE Field of Study: Personal Development
CPE Hours: 2
EA/AFSP CE Hours: 0
Topic Category: Client Transformation


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