JVBD Academy

Are you someone with 2-7 years of experience in public accounting?  Are you interested in exploring how your involvement in client development and business development could accelerate your career?  Do you find yourself enjoying getting to know your clients, co-workers, and team leaders?

The Candidate: If any of this sounds like you, you could be a great candidate for the jvBD Academy (junior virtual!).  This unique program has been designed for those in public accounting who have the interest and desire to explore the potential of client and business development.  Here are some additional guidelines: jvBD Academy Participant Guidelines

The Experience: The jvBD Academy consists of 12 on-demand modules, each with an instructional video, a quiz, and homework.  Here’s a sample demo video.  You can work at your own pace, or on the suggested schedule of once per month giving you time to execute.  Here’s more about your host and instructor, Art Kuesel.

The Result: You’ll emerge with a comprehensive understanding of client development, business development, and how deliberate execution can accelerate your career success.  And, you’ll have a completed personal business development plan to guide your efforts going forward.

The Topics

1.       Introduction & Building your jvBD Plan

2.       Connecting and Communicating with Clients

3.       Trusted Advisor Concept and Client Pains

4.       Clues & Triggers for Cross-Selling/Serving

5.       Client Retention, Client Referrals & Client COI

6.       Advisory Services: The Future of the Profession

7.       Elevator Speeches and Networking 101*

8.       Nurturing a Referral Source Network*

9.       Developing a Strong Personal Brand*

10.    Marketing During Busy (Opportunity) Season**

11.    Behind the Scenes in the Sales Process**

12.    Being a Stronger Leader: Personal Leadership (Live)**

*= Release 12/1/18  **= Release 1/15/19

CPE: Eligible for approximately 6 CPE credits in most reporting jurisdictions that accept reciprocity from IL.

Supporting Your Journey with a Facilitator and/or Coach: Business development is most likely a new skill for you and you shouldn’t be alone in this journey.  We encourage you to find a facilitator and/or coach within your firm to guide you in your participation – we’ll even provide a facilitator kit and training! View our facilitator orientation classes here. 

Do you need a Facilitator and/or Coach?  If you don’t have someone who could play this role we have a solution for you — meet our  experienced facilitators.

Levels of Participation: There are three levels of jvBD Academy participation.  Choose the one that’s right for you:

“Foundations” $600 Per Person/Year

Participants in our Foundation Program get access to all course videos, slides, worksheets, tools and quizzes.  Access is also granted to facilitator kit for each module, however no facilitator will be provided by Kuesel Consulting, Inc.  We strongly recommend that you identify an internal facilitator for each program to achieve maximum impact.  View our facilitator orientation dates here.

Why would you choose “Foundations?”

  • You DO have an internal facilitator for each course
  • And/or you prefer an internal resource as facilitator
  • You have fewer than five participants from your firm

“Plus” $900 Per Person/Year (limited number of seats available)

Participants in our Plus Program receive all the benefits of our Foundations Program plus receive a designated facilitator from Kuesel Consulting, Inc. for each program.  Meet our facilitators. Participants will watch the module and then connect with our facilitator to complete the discussion.  Five participant minimum.

Why would you choose “Plus?”

  • You DON’T have an internal facilitator for each course
  • And/or you prefer an external resource as facilitator
  • You have five or more participants from your firm and aren’t eligible for “Plus” or “Pro” at this time.

“Pro” $1,200 Per Person/Year (limited number of seats available)

Participants in our Pro Program receive all the benefits of our Plus Program plus receive four 30-minute individual coaching sessions per year per person. Meet our coaches.  Five participant minimum.

Why would you choose “Pro?”

  • You DON’T have an internal facilitator for each course
  • And/or you prefer an external resource as facilitator
  • You want 1:1 coaching from an external resource for participants
  • You have five or more participants from your firm

Are you curious?  Watch the demo video here and reach out with questions.  For more information please contact Art.

Are you a learning and development leader at your firm interested in using some of these courses in your internal training?  Let’s talk!

I’M READY TO REGISTER!  DOWNLOAD REGISTRATION FORM HERE

 

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