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UPCOMING WORKSHOPS

Digital Client Advisory Services Roadmap Workshop

September 28 - 29, 2017

Location:

Columbia, MD

Facilitators:

Dixie McCurley
Samantha Mansfield

Digital Client Advisory Services Roadmap Workshop

October 5 - 6, 2017

Location:

Chicago, IL

Facilitators:

Samantha Mansfield

TRAINING & WORKSHOPS

Client Accounting Advisory Services Certificate Program
Client Advisory Services Workshop
Trusted Client Adviser Workshop

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