Build and Grow Your Practice

Success, Profits, Results: Using Strategies of the Entrepreneurial Operating System to Gain Traction

Friday, June 25, 2021 10:45 a.m. - 12:25 p.m. ET

Joe Paulsen, an accomplished executive and Certified EOS Implementer, will explain how the EOS (Entrepreneurial Operating System) can revitalize your leadership team and your company. Many businesses find themselves chasing down too many paths, hitting ceilings, not producing the expected profits, or surrounding themselves with the right people. EOS has a set of proven tools and strategies to bring clarity to your vision, put the right people in the right seats, and create a powerful leadership team. With over 5000 companies now operating EOS, Joe Paulsen will explain how this proven system is revolutionizing entrepreneurial businesses.

After completing this session attendees will be able to:

  • Explain the common pitfalls that companies can overcome by implementing Entrepreneurial Operating System®️ (EOS) 
  • Describe how the Six Key Components™ can help small businesses break through ceilings and increase profits
  • Critique how their companies’ leadership teams are functioning  
  • Choose at least one proven tool that can be implemented immediately in their company to gain Traction

Total CPE: 2
Fields of Study: Business Management and Organization: 1, Management Services: 1
Program Level: Basic - Learning activity level most beneficial to individuals new to a skill or an attribute.

Who Should Attend:

CEOs, managers, and leadership team members

Prerequisites:

Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.

Advanced Preparation:

None

Joe Paulsen

Joe  Paulsen

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How to Build Your Authority in the B2B Marketplace without Spending Money on Ads

Friday, June 25, 2021 12:40 p.m. - 2:20 p.m. ET

Marketing online using social media for B2B sales has been challenging with most social media platforms focused on B2C consumers. This session will focus on Linkedin and show strategies and techniques for booking more business to literally any B2B market you want to target. And all of our techniques do not require spending any money on advertising!

After completing this session, attendees will be able to:

  • Choose their ideal target market
  • Design their Linkedin profile to attract their target audience
  • Prepare to start making connections to their target audience
  • Create a content marketing schedule
  • Create authority and an online presence that is targeted to your ideal audience using Linkedin 

Total CPE: 2
Fields of Study: Communications and Marketing: 2
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Who Should Attend:

CEOs, CMOs, business owners, marketing directors, and anyone wanting to create a personal brand using Linkedin.

Prerequisites:

Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:

None

Colin Brown

Colin  Brown

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How to Best Sell BVFLS Services with Zoom

Friday, June 25, 2021 3:00 p.m. - 4:40 p.m. ET

Zoom calls have come to be revered and reviled. But regardless of how we feel, SELLING OUR SERVICES VIRTUALLY has become a needed skill.

And visual models that convey the WHY, WHAT, and HOW of what we do are necessary adds to the Zoom sales call choreography. Because when we use models, we convey insights that conversation alone cannot which improves the prospect-to-client conversion rate. And that is what this session is all about.

We can no longer just sit in front of a screen and talk. We must USE the screen and share the value of our services THROUGH the screen. Visual models and Zoom are perfect for this.

And to show how easily it can be done and how little time it takes, the visual models will be drawn in the session in real-time.

After attending this session, attendees will be able to:

  • Identify how to examine the scientific research that supports visual learning
  • Create simple visual models that complement virtual or in-person sales sessions
  • Identify the needed tools and tech to create visual models on video call platforms

Total CPE: 2
Fields of Study: Communications and Marketing: 2
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Who Should Attend:

BVFLS practitioners who see that selling services via Zoom calls (or other similar platforms) is unlikely to end in the “next normal” and is a desirable skillset to acquire and improve.

Prerequisites:

Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:

None

Rod Burkert

Rod  Burkert

CPA, ABV, CVA

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How to Perfect Your Writing and Improve Your Practice: Business Appraisal Review

Friday, June 25, 2021 4:55 p.m. - 5:45 p.m. ET

While we all know how to write a business appraisal report, we don’t necessarily know all the “ins and outs” of reviewing our reports or the reports of others. Reviewing our own reports ensures the quality and credibility of our written work product. Reviewing the work of others can open up an entirety new practice opportunity. This session will introduce the participant to the purposes and practices of business appraisal review. 
 

After completing this session, attendees will be able to:

  • State the seven elements of credibility
  • Identify how to apply the principles and practices of appraisal review to their own reports and the work of others

Total CPE: 1
Fields of Study: Communications and Marketing: 1
Program Level: Basic - Learning activity level most beneficial to individuals new to a skill or an attribute.

Who Should Attend:

Business appraisers who would like to enhance the quality of their written work product. CPA firm leaders who would like to understand how to improve the quality of their staff's knowledge, skills, and abilities in report writing.

Prerequisites:

Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.

Advanced Preparation:

None

Howard A. Lewis

Howard A.  Lewis

MS, CBA, CVA, ABAR, BCA

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