Keynote/Plenary Sessions

Keynote: Living Beyond Your Practice in the New Decade—Your Path to a Practice that Thrives While Giving You a Life You Want

Thursday, August 6
9:40 a.m.–11:20 a.m.
1 hour CPE
The presenter will reveal some of the key considerations for practice growth and success in the new decade. And how do you make sure that your practice doesn't suck the life out of you? Let’s face it, business, as usual, is not “usual" anymore. Your choice is to change and get on the train of change or to get hit by the train of change as it accelerates. Stop collecting contact and start creating connections. Forget about marketing because it won’t help without a few key ingredients. And your website is probably turning business away. Let’s get your practice growth on an accelerated path by showing the keys to positioning and thought leadership and they apply to you in the coming decade.

After completing this session, attendees will be able to:

• Recognize what isn’t working and what to stop doing to grow your practice
• Utilize the keys to being seen as a thought leader in your market
• Determine the core tools, tactics and strategies you need have working for you to make it easy

Total CPE: 2 hour(s)
Field(s) of Study: Business Management & Organization—2 hour(s)

Who Should Attend:

Everyone that wants to have a successful business and freedom

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

None

Mel Abraham

Mel  Abraham

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Vision 2020—The Future of Our Profession and Your Role In It Z. Christopher Mercer

Friday, August 7
9:30 a.m.–11:20 a.m.
2 hours CPE
A confluence of trends is creating very real opportunities for the business appraisal profession. The number of public companies continues their decades-long shrinkage, and the barriers to “going public” continue to rise. This comes at a time when there is increasing privatization of businesses with massive amounts of private equity money looking for opportunities in the private world. To top all that, there will be a rising number of ownership and management transitions through sales of businesses or other forms of transfers. The market for the services of business appraisal and related services should be expanding.

Now combine these trends with the fact that the business appraisal profession is aging, at least at the upper end. Baby boomers will continue to age up and out into retirement in increasing numbers. With the markets we serve expanding, and the supply of senior appraisers declining, there should be major opportunities for the Millennials and Gen Xers who are following in the Age Wave. Now add in the coming changes in the business valuation professional association landscape—no one knows what will happen, but everyone knows things will change—and we will see changes that will help the younger generations of appraisers in their emergence. In this session, Chris Mercer will speak to the reality of this evolving marketplace for business appraisers. He will offer forecasts regarding the future and he will discuss strategies for maximizing your personal potential and your firm’s potential as we emerge into the next decade.

Total CPE: 2 hour(s)
Field(s) of Study: Business Management and Organization—2 hour(s)

Who Should Attend:

CPAs, valuators, practitioners, etc.—anyone interested in developing and advancing their knowledge for this topic.

Program Level and Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective.

Advanced Preparation:

None

Z. Christopher Mercer

Z. Christopher  Mercer

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