Woodard Institute

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Become a Woodard Certified Transformative Advisor (CTA)

We equip accountants and bookkeepers to generate increases in wealth for their business clients, where that wealth is often financial but could also be less literal forms of wealth like the company’s reputation, culture, infrastructure, and technology. Transformation work can also benefit the business owner directly through improved peace of mind, work/life harmonization, and enhanced leadership skills. Woodard Institute’s Certified Transformative Advisor Program provides certification courses that focus on five key areas of your clients’ businesses:

Enroll in One or More of the Certified Transformative Advisor Courses Below:

Increased Financial Visibility

Most business owners lack the insights they need to make wise business decisions. Financial Advisory is the natural continuation of client services after you (or the client) complete each bookkeeping cycle. Our CTA’s leverage financial analytics and operational indicators to effectively project and manage cash flow, track financial performance, monitor the client’s financial position, run what/if scenarios, recommend course corrections…and more!

Start Date and Deadline for Registration: April 17, 2020

Enhanced Operational Efficiency

Most business owners are experts in delivering their service or product to their customers but are not experts in how to operate a small business. Operational Advisory uses operational indicators to measure and track business health and strategic direction. Our CTA’s track business operational health, streamline workflows, measure productions, locate performance deficiencies, detect quality assurance issues, maintain HR compliance… and more!

Start Date and Deadline for Registration: February 6, 2020

Modernized Technology

With the ever-changing technology landscape, business owners struggle with maintaining secure and modernized systems. Technology Advisory monitors security issues and technology innovations to ensure clients remain current, secure, and operating at peak performance. Our CTA’s deploy our proprietary checklists and systems to guide clients with collaboration tools, back office automation, production/inventory systems, reporting systems…and more!

Coming Soon

High Impact management

Many small business owners have teams but don’t lead teams. They are focused primarily on the day to day operations (or even survival) of their businesses and don’t often invest in leadership skills. Leadership Advisory coaches clients to better manage their businesses and empower teams. Our CTA’s advise clients to align organizational roles and responsibilities, develop company culture, enhance employee performance, foster team accountability…and more!

Start Date and Deadline for Registration: February 5, 2020

Strategic Succession Planning

Wise business owners are always planning for succession, even if they don’t intend to exit for years…or even decades. Succession Advisory creates an intentional, dynamic succession strategy that serves not only as the company’s exit plan but also as a roadmap for continued business development. Our CTAS’s deploy our systems to maximize business value, standardize and document processes, inventory intellectual property, create scaled modeling…and more!

Coming Soon

Note: Completion of a single certification course qualifies you to become a Woodard Certified Transformative Advisor. Each course includes a certification badge in the applicable area of advisory. We deliver certification courses in a virtual, highly collaborative small group learning environment. You enroll in each course separately at $595/month per course, and you must meet all course requirements to earn the associated certification. We will host Financial and Operational Advisory Certification Courses beginning Fall 2019 and Technology, Leadership, and Succession Advisory Courses beginning Fall 2020.

Interested in the Institute?

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