Tax Representation Network (TRN) is excited to announce that it is presenting The Practitioner’s Advisory Summit Virtual Conference on June 14, 2023. The conference is co-hosted by Eric Green, attorney and founder of Tax Rep Network and Dawn Brolin, CPA, CFE, CEO of Powerful Accounting, LLC. The conference is exclusively sponsored by Intuit with an agenda that provides a practical roadmap for accountants, tax professionals, and bookkeepers to establish and create a successful advisory practice.
“Advisory services is a buzzword in the accounting profession, but for many practitioner’s being able to implement these types of services remains an elusive goal,” said Eric Green. “Attendees of the Summit will learn how to define and design advisory services that align with their goals and how to add these services to an existing practice or use them to launch an entirely new practice.”
The Summit agenda features key thought leaders discussing all aspects of advisory services including reviewing the current state of advisory services, discussing how practitioners can create a concrete plan to add advisory services to their practices, increasing fees, boosting revenue and improving quality of life while providing clients with in-demand business insights.
The Practitioner’s Advisory Summit Virtual Conference, June 14, 2023
The Summit’s agenda is as follows and will run on Eastern Standard Time:
10:30 a.m. – 11:00 a.m. Registration and Sign In
11:00 a.m. – 11:05 a.m. Welcome Remarks
11:05 a.m. – 12:15 a.m. What are “Tax Advisory” and “Business Advisory” services?
Moderator: Eric L. Green, Esq., Tax Rep Network
Panelists: Diana Crawford, Al-Nesha Jones, CPA, MBA, ASE Group
Dawn W. Brolin, CPA, CFE, MST, Powerful Accounting LLC
12:15 p.m. – 12:45 p.m. Worst Tax Season EVER: Maintaining Your Mental Health
Panelists: Dawn W. Brolin, CPA, CFE, MST, Powerful Accounting LLC
Randy Crabtree, CPA, Tri-Merit
12:45 p.m. – 1:30 p.m. Leveraging Technology: The Tech Tools to Use
Panelists: Dawn W. Brolin, CPA, CFE, MST, Powerful Accounting LLC
1:30 p.m. – 2:00 p.m. Lunch Break
2:00 p.m. – 2:45 p.m. Action Steps: Where to Begin
Panelists: Eric L. Green, Esq., Tax Rep Network
Dawn W. Brolin, CPA, CFE, MST, Powerful Accounting LLC
2:45 p.m. – 3:00 p.m. Break
3:00 p.m. – 3:45 p.m. Pricing: How to go from hourly/product billing to “relationship pricing”
Moderator: Dawn W. Brolin, CPA, CFE, MST, Powerful Accounting LLC
Panelists: Diana Crawford, Al-Nesha Jones, CPA, MBA, ASE Group
3:45 p.m. – 4:30 p.m. Converting Existing Clients and Attracting New Clients
Panelists: Eric L. Green, Esq., Tax Rep Network
Gaynor Meilke, MS, CBC, CTRC, Charisma Ink
More information and registration for The Practitioner’s Advisory Summit Virtual Conference can be found on the Tax Rep Network website and at DawnBrolin.com. Tax Rep Network and the Summit presenters thank Intuit for sponsoring the conference and supporting the advancement of advisory education in the accounting profession.
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Tags: Advisory, CAS, Firm Management, Income Tax, Taxes
