Full Agenda

	Welcome and Introduction Introductions Jim Metzler Introduction Video Practitioner Testimonials: What Does Being a Trusted Business Advisor Mean To You? What Are the Greatest Challenges in Becoming a Trusted Business Advisor?
	Understand, Articulate & Price Value An Executive's Perspective Understand and Articulate Value: Jim Metzler/Leo Pusateri Video Value Ladder Exercise Practitioner Testimonials: How Do You Recommend Pricing TBA Services? 5 C’s of Value Pricing Value: Dan Morris Video
	Trusted Business Advisor 6 Step Process:
	Trusted Advisor Process: Select Practitioner Testimonials: What is your client selection process? 4 S’s of Client Selection
	Trusted Advisor Process: Initiate Initial Consultation Preparation and Process Initial Consultation Video Role Play Exercise
	Trusted Advisor Process: Offer Creating and Delivering a Proposal Proposal Meeting Video Role Play Exercise
	Trusted Advisor Process: Accept, Implement & Assess Acceptance of an Engagement Executing an Engagement Conducting an Engagement Review
	Transitioning and Goal Setting Leveraging Technology Trusted Business Advisor Process & Consulting Toolbox Recap Practitioner Testimonials: As a TBA, How Do You Build Your Network Outside Your Specialty? What Advice Would You Give CPAs who want to Become Trusted Business Advisors? Goal Setting Video and Exercise Practitioner Testimonial: What are the rewards of being a Trusted Business Advisor?