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Webinar (OH): Advisory Services Virtual Conference


Are you looking to start or grow an advisory services practice? Attend this conference to learn about pricing strategies, products and services to offer, technology considerations and staffing resources. This conference is designed for senior managers and partners/shareholders at small and midsize firms and practitioners including regional firms that are not operating profitably.

This conference is hosted by the Ohio Society of CPAs and is a collaborative event with the New Jersey Society of CPAs. This course will run from 8:30 AM-2:00 PM MT (10:30 AM-4:00 PM ET).

Learning Objectives

Gain proven strategies and new insights to evolve your business model, maximize revenue opportunities and strengthen your position in the marketplace.

Major Topics
  • Identify service offerings that provide the most value for clients and profitability for your firm.
  • Learn how to align price with perceived value of your services.
  • Discover new technology capabilities that will improve your business processes as well as the client experience.
  • Explore the possibilities of adding new talent with diverse backgrounds and skills.
Ohio Society of CPAs
Course Level
CPE Field of Study
Specialized Knowledge
Who Should Attend

Senior managers and partners/shareholders at small and midsize firms and practitioners including regional firms that are not operating profitably.



Advanced Preparation


Event Information
Sep 1, 2021
8:30 am - 2:00 pm MST
Total CPE Credits


Day 1

8:30 am
Launching New Products and Services

James C. Bourke, CPA, CITP, CFF, CGMA, Partner – WithumSmith+Brown

Like many firms, you may have been late to the party in offering advisory services or maybe you are not yet even offering such services. Jim will not only tell you how he did it within his own firm, but he’ll show you how to select the services that are right for your clients and for your firm. Jim will give some pointers and share ways to start or ignite a fire under an existing practice. We all know that compliance services are not going to disappear overnight, but they will, no doubt, be responsible for a diminishing revenue stream as we go into the future. Now is the time to start re-energizing your practice with new services.

9:45 am
9:55 am
Creating a Scalable and Sustainable Business Model

Anthony H. Zecca, CPA, Senior Managing Director – Whitman Business Advisors

The business model must change as you transform your firm into higher level advisory services. Learn pricing strategies and how to scale your practice with the right services and clients. Value is determined by the client and successfully communicating your value differentiator is critical for long term success. Learn how client service philosophy must also change for the firm of the future.

11:10 am
11:40 am
Building the Technology, Process and Practice Management Roadmap

Amy Vetter, CPA.CITP, CGMA, CEO – The B3 Method Institute and Drishtiq Yoga

Technology is changing the way your clients expect to work and manage their financials. To stay relevant to your clients, accounting professionals are retooling to launch into new services and will need to acquire new skill sets, one being that of a technologist. This session will discuss why it’s important to not just implement technology to do things the same way you have always done them, but instead, rethink the business processes in your practice. By doing this, you can become more efficient, productive, collaborative and create an environment of purpose that your team and clients can rally around. Learn to define your “why” and how to select a vertical niche, assess the right technology to align to your mission as a practice, and explore other ways to re-engineer your business processes. You will come away with an understanding of how technology’s gift of more time gives you the opportunity to become “Cherished Advisors” — highly valued, strategic partners who are an integral part of their client’s businesses and whom their clients can’t imagine living without.

12:30 pm
12:40 pm
Expanding Your Talent Management Strategy

James C. Bourke, CPA, CITP, CFF, CGMA, Partner – WithumSmith+Brown

The days of hiring only accounting grads are over! Today, our practices are offering all sorts of services, never before imagined. From implementation of new ERP systems, assistance with data and data analytics, cybersecurity attest and consulting services, transaction advisory services, SOC1, SOC2 and SOC3 services, business process outsourcing, unique industry-specific services for technology, healthcare, professional services, the expansion of traditional outsourced accounting services, etc…..we are hiring people with extremely diverse backgrounds and areas of study never before imagined to be housed within a CPA firm environment.

1:30 pm
Next Steps: Roadmap

Anthony H. Zecca, CPA, Senior Managing Director – Whitman Business Advisors

Building a successful Advisory practice has been a strategy that so many firms have attempted with little success. Why? What are the strategies and tactics for building and successfully growing an advisory practice? This session will introduce a “Boot Camp Workshop” that will start with strategy and present a successful model to execute on the strategy, build and lead an advisory practice, attract the right clients, build the team and create the leadership necessary for success.


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Webinar (OH): Advisory Services Virtual Conference

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