Topic: How to Develop a Business Development Training Program at your Firm
TCJA and 199A Update by Michael Cohen
Sean McDermott on Traction and the Entrepreneurial Operating System (EOS)
Carl George on Succession Planning
Are you someone with 2-7 years of experience in public accounting? Are you interested in exploring how your involvement in business development could accelerate your career? Do you find yourself enjoying getting to know your clients, co-workers, and team leaders?
If any of these feel like you, you could be a great candidate for the jvBD Academy (not Junior Varsity – Junior Virtual!). This is a special program designed just for those in public accounting who have the interest and desire to explore business development in greater detail.
The jvBD Academy consists of twelve on-demand modules, each with an instructional video, a quiz, and homework. You can work at your own pace, or on the suggested schedule of once per month.
You’ll emerge with a comprehensive understanding of 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.
Courses and modules include:
- Introduction/Keys to Success/Building your Plan
- Connecting and Communicating with Clients
- The Trusted Advisor Concept and Client Pains
- Clues & Triggers for Cross-Selling/Serving
- Client Retention, Client Referrals and the Client COI (Circle of Influence)
- Advisory Services: The Future of the Profession
- Elevator Speeches and Networking Mastery
- Nurturing a Referral Source Network
- Developing a Strong Personal Brand
- Marketing During Busy (Opportunity) Season
- Behind the Scenes in the Sales Process
- Being a Stronger Leader: Personal Leadership (Live Virtual Event – Date in 2019)
There are three levels of participation in the jvBD Academy:
“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 guides 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.
“Plus” $900 Per Person/Year
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. Your participants will watch the module and then connect with our facilitator to complete the discussion. A minimum of five participants from your firm must participate to be eligible for the Plus Program.
“Pro” $1,200 Per Person/Year
Participants in our Pro Program receive all the benefits of our Plus Program plus receive four 30-minute individual coaching sessions per year. A minimum of five participants from your firm must participate to be eligible for the Pro Program.
Approximately 6 CPE credits will be available.
Please contact Art with any questions or to get started in the jvBD Academy!
Don’t miss the talent leadership event of the year! Improve retention, enhance recruiting, strengthen your bench of future leaders and enhance client value.
Speaker: Jennifer Wilson, Co-Founder, ConvergenceCoaching (Named a Top 100 Most Influential Person in Public Accounting by AccountingToday)
Topic: Developing a Truly Progressive NextGen Culture Date: December 6, 2018 Time: 8:30am to Noon (4.0 CPE Credits) Location: Ravinia Green Country Club, 1200 Saunders Road, Riverwoods IL 60015
By 2025, 75% of the U.S. workforce – our talent and our clients – will have been born after 1980. With the upcoming demographic shifts and the proliferation of technology, the profession is facing unprecedented change. Firms are challenged to focus on the dreams, goals and desires of their NextGen team members. And, when they build a truly progressive NextGen culture, NextGen clients will follow. Topics include:
Cultivating a Change-Ready Culture. Explore four key concepts to creating a change-ready culture including “get-better,” collaboration, fail-forward and letting go.
Building your Bench of Future Leaders. Find and develop the right talent at the right time to build an internal pipeline of future leaders.
Embracing “Next Level” Flexibility. Boost the foundation that exists under your flex model and how next-level flex can increase efficiency and enhance the client experience. This and more from the 2018 Anytime, Anywhere Work™ Survey.
Enhancing Client Value. Embrace a less-CPA focused staffing model and consider a two-track system for client service.
Leave this program with ideas and tools to build an inspiring culture and sustainable firm!
Ideal attendees include managing partners, partners in charge of HR, firm administrators, and anyone involved in recruiting, retention efforts, or client experience at your firm. Many firms send multiple attendees.
Fee: On or Before 11/28 $495 for the first and $395 for others from your firm. After 11/28 $495 for all registrants.