Tom and Mary’s CPA heard about your services from another local CPA, with whom you have worked in the past, and has requested lunch with you to learn more about your services. How will you approach this initial meeting with the CPA and express your expertise and interest to work with the owner on their advisory team.   

In this session, you will work through a hands-on case study to develop your conversation skills. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice. 

Learning Objectives:

• How would you approach the conversation? 
• How would you get Tom and Mary to open up? 
• What key concepts/questions might you ask to intrigue the owners? 
• What educational programs and materials might you suggest to the owners to get more educated? 
• For those who are CEPAs, how could you use the CEPA credential to differentiate yourself from other advisors the CPA may be considering, who do not hold the CEPA credential? 
• What value does a CEPA add to an advisory team?