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Producer Circle Fall 2012 Presentations

Producer Circle

Fall 2012 Presentations

Video recordings from the Fall 2012 presentations are linked under the agenda topics below:

Industry Update

Industry overview and trends focused specifically on trusted business advisor services. Learn what progress has been made in the areas of Client Accounting Services, technology and cloud computing.

How to be an Effective Outsourced Controller/CFO

Moving from transactional accounting services to higher value outsourced controller/CFO relationships is the goal of many firms in the Producer Circle. In this session, hear from a panel of your peers about how they are providing these services to their clients including services offered, pricing structure, what’s working and what’s not.

Roundtable Debrief

Jim Boomer and Michael Cerami summarize the discussions that took place at each Roundtables With Peers breakout session.

Determining Product Value and Pricing

In this session, Jim Boomer facilitates a discussion about how firms are communicating their value proposition and pricing their services. Each firm will have the opportunity to share what they currently have in place using the template that was provided prior to the meeting. This is a great opportunity to share, learn what others are doing and receive feedback from your peers.

Best Practices for On-Boarding Clients

The client on-boarding phase is typically where many firms struggle with successful new client implementations. Learn from the experts at CPA2Biz along with your fellow peers how to avoid common roadblocks and to accelerate your new client implementations in this engaging workshop focused on industry best practices.

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