The Transformative Advisor …

Take your practice to the next level – explore Woodard Institute

The Transformative Advisor Webinar Series


“I’m really excited about the new Podcasts. I’ve listened to the first one and I’m anxious for more. The Podcasts allow me to listen while in the car which allows me far more education that I would have time for in the office.” Hal Rosen, CPA 

Hosted by Joe Woodard

Many small business owners want to have a more proactive, forward-looking and strategic relationship with accounting professionals…and most accounting professionals want to contribute to small business success.

In this ground-breaking webinar series Joe Woodard address practical ways to play a transformative role with your clients, based on his 20+ years of experience as small business transformation worker and his 20+ years training over 150,000 accountants, bookkeepers and other small business advisors.

During the series, Joe will address three primary approaches to small business transformation:

  • Increasing Automation and Effectiveness through Technology Adoption
  • Increasing Visibility through Key Financial and Operational Measurements
  • Increasing Business Health and Performance through Strategic Planning that includes:
    • Goal Setting
    • Team Development
    • Workflow Optimization
    • Project Management

Attend live to earn one hour of CPE per webinar!

Webinar Title Webinar Presenter(s) Resources

Part 1:

"Overcoming the Barriers: The Pathway to Transformative Advisory Work"


We Delivered this Webinar January, 2019

Session Details

Joe Woodard

Overcoming The Barriers - Handout

View This Webinar


Part 2:

"Creating Visibility: Transforming Clients through Key Financial and Operational Measurements"

We Delivered this Webinar February, 2019

Session Details

Joe Woodard
CEO, WoodardTM

Fred Parrish
Co-Author, The E Myth CFO

Creating Visibility - Handout


View This Webinar


Part 3:

"Enhancing Performance: Transforming Clients through Strategic Advisory Work"

We Delivered this Webinar March, 2019

Session Details

Joe Woodard
CEO, WoodardTM

Tom Uva
Practice Leader, Management Consulting Services at Elliott Davis

Enhancing Performance - Handout

View this Webinar


Part 4:

"Deploying Technology: Transforming Clients through Strategic Technology Adoption"

April 23, 1:00 PM - 2:00 PM EST

Session Details

Joe Woodard

Anthony Schaefer
Virtual CIO,

Deploying Technology Handout

Sample Electronic Data Safety and Security Policy

Watch the Recording

Woodard Events, 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 CPE Sponsors. State boards of accountancy have the 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:

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