South Carolina Association of Certified Public Accountants

Trusted Business AdvisorSM WorkshopMay 20, 2011 | SCACPA - West Columbia, SC

Stay Connected

At A Glance

FOR EVENT DETAILS OR TO REGISTER, GO TO WWW.SCACPA.ORG/CONFERENCES

Don’t miss this unique

opportunity to stay

connected with your

clients and transition from the

role of technical expert to premier

business advisor. By attending

the Trusted Business AdvisorSM

Workshop you will receive the tools,

techniques and skills for strategic

planning to make this transition

occur.

Through solution driven sessions,

you’ll learn how to translate the

day-to-day issues clients face into

opportunities for consulting with

them – by hearing first-hand why

some clients switch firms and what

they’re looking for from a CPA.

Stay ConnectedTrusted Business AdvisorSM Workshop

OBJECTIVE

AICPA Business Solutions

is proud to bring you and

your members a Trusted

Business AdvisorSM Workshop. The

Trusted Business AdvisorSM one-day

intensive workshop (which includes

role plays, interaction and skills

practice) is designed to enable CPAs

to develop their skills to become

their clients’ most trusted advisors.

At A Glance

CPE Credit: 8 hours | Field of Study: Consulting | Method of Presentation: Lecture | Level: Intermediate

WHAT TO EXPECTR High quality firm retreat baked into a

one-day workshop

R Course led by successful leading-edge discussion leaders

R Large-firm capabilities and techniques tailored to small and mid-size firms

R Emphasis on “Trusted Advisor Skills and Client Planning Meeting”

R Customer loyalty, relationship and network management

R Practical tools and learning materials for successful small and mid-size firms’ practices

LEARNING OBJECTIVESR Why clients switched Accounting firms

R Developing your personal strategy

R Running a business like a business

R Delivering 5-Star excellent client service

R Developing skills for being "your client's most trusted advisor"

R Conducting a successful client planning meeting

R General contractor concept

EVENT CODE: 413211

REGISTRATION CATEGORYr SCACPA Member r Non-Member r Other State CPA Society Member

REGISTRATION POLICIESThe early bird rate is available to SCACPA members only. The member rate is available to SCACPA and other state CPA society members. Contact SCACPA for membership information or other questions at (888) 557-4814. o I have read and understand the SCACPA registration policies posted at www.scacpa.org/CPEPolicies.

REGISTRATION FEE r Early Bird, $330 (expires 4/29/11) r Member, $355 r Non-member, $430

DISCOUNTSr AICPA Discount: $30 (member of AICPA)r Firm Discount: $15 (registering at least 5 people simultaneously)

DIETARY REQUESTSr Vegetarianr Food Allergy

REGISTRATIONS ACCEPTEDOnline www.scacpa.org

Mail SCACPA, 570 Chris Drive West Columbia, SC 29169

Fax (803) 791-4196 credit card payments only

Note: Full payment must accompany registration

REGISTRATIONTrusted Business Advisor Workshop

Credit Card #

Exp. Date CCV (3-4 Digits)

Name on Credit Card

Signature Date

q Firm Card q Personal Card

REGISTRANT INFORMATION

Name (Please Print)

SCACPA Member # or other state CPA Society #

AICPA Member #

Firm/Organization

Daytime Phone

Fax

Mobile Phone o Primary Phone oSecondary Phone

Home Phone oPrimary Phone oSecondary Phone

Address

City/State/ZIP

Email

PAYMENT INFORMATION

Total Fees $_______

Please indicate method of paymentq Check: I have enclosed a check payable to SCACPA

q Visa q MasterCard

q American Express q Discover

THINGS YOU NEED TO KNOWProgram Details: Log onto www.scacpa.org/conferences for complete program details including conference description, speaker biographies, and secure online registration.

Confirmation: A confirmation will be sent via e-mail or mail when your registration is processed. In the event your confirmation is not received, please contact our CPE Team at (888) 557-4814, ext. 110 or 112 or cpe@scacpa.org.

Registration Modifications: Transfers made one week before event date will incur a $25 administrative fee. Cancellations received less than one week before the event forfeit the materials and entire registration fee. Substitutions are accepted up to the day of the event and are subject to fee adjustments based on membership status of substitute. No shows forfeit the materials and entire registration fee.

Special Requests: Please contact us as soon as possible for ADA requests at (888) 557-4814, ext. 110 or cpe@scacpa.org.

Questions, Modifications, or Requests: SCACPA CPE Team members are available Monday-Friday, 8:00 am – 5:00 pm at (888) 557-4814, ext. 110 and 112, or cpe@scacpa.org. Messages may be left 24 hours a day.

ABOUT THIS EVENT

ABOUT THE SPEAKER!

LOCATION INFORMATIONEvent Facility:SCACPA Office570 Chris DriveWest Columbia, SC 29169(803) 791-4181 or (888) 557-4814

Hotel Accommodations: Hampton Inn – I261094 Chris DriveWest Columbia, SC 29169(803) 791-8940Room Rate: $79

TIMESRegistration: 8:00 am Workshop: 8:30 am - 4:00 pm

GET CONNECTEDGet Social with SCACPA on Facebook, Twitter, LinkedIn and Wordpress!

Joe Fehrmann brings more than twenty years of experience to his Organizational Effectiveness Consulting practice, having led Human Resource and Organization Development efforts in construction, public utilities, manufacturing, and defense. His teaching background includes business courses at several colleges, including the Wichita State University School of Business and the WSU Center for Management Development.

Joe works with his clients to strengthen the connection between effective leadership and an engaging culture through leadership development, strategic talent management, organizational change initiatives, succession planning, and teambuilding.

Joe also serves as a training consultant with The Rainmaker Academy, helping accounting professionals develop the consulting and marketing skills they need for personal and professional success. The Rainmaker Academy is a division of Five Star³, located in Nashville, Tennessee. The mission of Five Star³ is to transform the lives of accountants, consultants, and accounting firms through communication, training, consulting, and networking membership services.

Joe is certified as a Senior Professional in Human Resources (SPHR). He is co-author of several training guides published by American Media and HRD Press. He makes his home in Birmingham, Alabama.

Credit Card #

WWW.SCACPA.ORG/SOCIALMEDIA

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