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.
To learn more, watch my demo video here!
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)
To learn more, watch my demo video here!
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.
To learn more, watch my demo video here!
DOWNLOAD THE REGISTRATION FORM HERE
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.
DOWNLOAD YOUR REGISTRATION FORM HERE
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.
Business development skills are a critical weakness in our profession today – yet few firms have programs in place to help their high potentials and future partners develop their skills in this area. That’s why we’ve created a business development academy specifically for accountants.
When you join your peers in this unique journey to build your business development acumen, you’ll emerge with positive business development habits that will help you bring in more business for years to come.
Ideal Attendees Include:
- Accountants with five or more years of experience
- Consultants and those in advisory practices
- High-potential YP’s and future partners
- Those at levels equal to experienced supervisors, managers, senior managers and partner
- Those with the desire to contribute to business development at a higher level
Your Speaker & Facilitator:
Art Kuesel, President, Kuesel Consulting, Inc.
2019 Topics/Sessions:
Pre-work: Building your Personal BD Plan
- Develop a comprehensive personal BD plan complete with goals in four areas: client development, referral sources, personal brand and pipeline management
Module 1: Becoming a Trusted Advisor and Build Strong Client Relationships
- Deliver what your clients truly want in their experience with you, leverage the asset you’ve built and drive more opportunities.
Module 2: [WEBINAR] Self-Leadership in Business Development
- Learn from leadership expert, Jon Lokhorst, CPA what ingredients of leadership most affect business development.
Module 3: Consultative Thinking, Cross-Selling, and Panel Discussion
- Leverage your relationships to bring additional value (and services) to your existing clients. Learn from experts how they have been most effective in creating value through cross-selling.
Module 4: Networking, Elevator Speeches and LinkedIN
- Become better at networking, better leverage LinkedIN and seed your Subject Matter Expertise & Personal Brand.
Module 5: [WEBINAR] Develop a Personal Brand around Subject Matter Expertise (SME)
- Learn the five steps to developing a strong personal brand around an acute subject matter.
Module 6: Referral Source Development (Personal and Professional)
- The who, what, where, when and why of how to build a powerful referral network.
Module 7: Business Developer Panel
- Hear from partners who have successfully integrated business development into their daily activities.
Module 8: Mastering the Sales Process
- Learn how to effectively uncover needs, wants, pains and fears and present meaningful value propositions.
The 2019 Chicago BD Academy will be offered at Mission Hills Country Club in Northbrook, IL 60062
- June 19 @ 8:30 to 11:30am
- July 9 [WEBINAR @ Noon CT]
- July 19 @ 8:30 to 11:30am
- August 22 @ 8:30 to 11:30am
- September 27 [WEBINAR @ 9:00am CT]
- October 18 @ 8:30 to 11:30am
- November 21 @ 8:30 to 10:30am
- December 17 @ 8:30 to 11:30am
Fee: $1,695 per person, payable in advance. ~23.6 CPE.
REGISTRATION DEADLINE IS JUNE 14, 2019
To Register: BD Academy Registration Form 2019
Questions: Contact Art Kuesel at 312.208.8774 or art@kueselconsulting.com
Date: Tuesday July 9th
Time: 1pm ET/12Noon CT/11am MT/10am PT.
Title: Self-Leadership in Business Development
Speaker: Jon Lokhorst, CPA
CPE: 1.0
Program Description: As you learn business development, your biggest barriers to success will come from within you. And, without a healthy mindset toward BD, your well-intentioned plans will be derailed by self-doubt, hesitation or fear of failure.
This webinar will assist you in developing the right mindset to discover and overcome self-limiting behaviors. Take this opportunity to explore self-leadership strategies to get unstuck and moving toward your BD goals.
During this webinar, you will:
- Expand your view of positive outcomes from BD conversations.
- Overcome the “imposter syndrome” by reflecting on prior successes.
- Distinguish between healthy and unhealthy forms of self-talk.
- Use mental rehearsal to visualize a positive outcome.
Join us in this exploration of proven techniques that will help you show up as your “best self” in every business development conversation and prepare to produce remarkable results!
Webinar: Business Development amid Crisis
CPE Credit 1.0 (CPE only available for clients of Kuesel Consulting)
Via Zoom: Advance Registration Required
Speaker: Art Kuesel, President, Kuesel Consulting, Inc.
Business development cannot stop now, but it also cannot continue the way it was. Join this program to learn what you can be doing differently right now — to keep your clients and referral sources actively engaged, your personal brand elevated, and your prospective clients feeling the love.
Agenda
- Current Clients: How to better protect your current asset: your existing clients.
- Referral Sources: Share and connect to help clients and prospects.
- Your Personal Brand: How to elevate it…Right now.
- Prospective Clients: How to add value to any existing pipeline opportunities.
Topics:
4/1 Leadership in Crisis (Jon Lokhorst) & General Sharing
4/8 Update from Wintrust Bank & General Sharing
4/15 TBD
4/23 TBD
4/28 TBD
Topics:
4/1 Leadership in Crisis (Jon Lokhorst) & General Sharing
4/8 Update from Wintrust Bank & General Sharing
4/15 TBD
4/23 TBD
4/28 TBD
Topics:
4/1 Leadership in Crisis (Jon Lokhorst) & General Sharing
4/8 Update from Wintrust Bank & General Sharing
4/15 TBD
4/23 TBD
4/28 TBD
Topics:
4/1 Leadership in Crisis (Jon Lokhorst) & General Sharing
4/8 Update from Wintrust Bank & General Sharing
4/15 TBD
4/23 TBD
4/28 TBD