Content Provider
Impactfuladvisor

Sponsored by
Lisciologo
Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Free cpe webinars
Get Your Shift Together in Your Accounting Firm

GET YOUR SHIFT TOGETHER IN YOUR ACCOUNTING FIRM

Available Date(s)
Tuesday, December 07, 2021: 3:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

If you’ve seen Geni speak at conferences, you know she’s on a mission to help practitioners to have better lives and serve their clients in more meaningful ways.  Especially with the past year in mind, it's time to rediscover your passion and learn how to change the game forever in a positive way. You’ll approach each day knowing you are making a huge difference for your clients and the best part is that you’ll be having fun doing it!

In this session, Geni Whitehouse will show you how to get started on changing your practice for the better. She will share what it means to change the way you work going forward, leverage tools that can help you better serve your clients and make an impression, and give you ideas for each phase of your client interaction that help to raise your value. 

She will also briefly introduce a game-changing tool that has helped thousands of practitioners to quickly and affordably change the way that staff and clients interact so that everyone is happier and work can flow more smoothly.

You will learn from Geni’s experience in working with wineries in Napa Valley – not just theory. Participants will leave with an actionable list to support their new goals.

Learning Objectives:


  • Identify the mindshift that will support you in making an impact for your clients

  • Identify the connection between how you ask your clients to work with your firm, and the results you get

  • Determine how today’s technology supports a better client experience AND a better experience for staff

  • List actionable items that support your new goals

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Impactfuladvisor

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
 

Additional Materials
Liscio Client Experience
Liscio Security
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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 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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.