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CPA Programs
Sponsored by Bank of America
Click on this link to register:
www.bankofamerica.com/businessbanking/events
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Date |
Location
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Program
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Sept
18
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Charlotte,
North Carolina
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CPA2
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Sept
23
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Portland,
Maine
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CPA2
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Sept
30
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Little
Rock, Arkansas
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CPA
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Sept
24
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Manchester,
New Hampshire
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CPA2
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Oct
7
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Springfield,
Missouri
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CPA1
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Oct
9
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Kansas
City, Missouri
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CPA1
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Oct
28
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West
Palm Beach, Florida
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CPA1
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Nov
13
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Sacramento,
California
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CPA2
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Get
Control of Your Business (Day 1)
1-Day
Workshop
Program
content focuses on implementing financial tools to
evaluate the current position of the company: how to
use your financial statements, financial cause/and effect,
managing your bottom line, and the relationships between
cost, volume and pricing.
Chart
a Course for the Future (Day 2)
1-Day
Workshop
Program
content focuses on implementing financial tools to evaluate
the current position of the company: cash budgeting,
profit planning and financial gap analysis.
Building
Wealth - Create, Measure, and Transfer Value (Day 3)
1-Day
Workshop
Program
content focuses on helping business owners understand how
to operate their business today in order to provide
comfortable retirement years tomorrow.
Advisory
Services for the Closely-Held Business (8
hours CPE)
CPA1
programs sponsored by Bank of America
Working
with real-life case studies, you'll learn to help your
clients solve the root cause of financial problems -
instead of just treating the symptoms. We'll show you how
to discuss financial performance. This one-day program is
designed to help you move beyond tax returns to earn
"trusted advisor" status. Stronger client
relationships and a likely increase in billable hours will
result. You'll learn to help clients target and realize
measurable increases in both profitability and cash flow
and "leverage" this improved performance into
increased returns for your own practice
Generating
Revenue Through
Improved Business Client Performance
(8
hours CPE)
CPA2
programs sponsored by Bank of America
The
focus of this seminar is CPA as consultant to the business
client. Using proven tools and techniques, attendees will
enable clients to deal with economic uncertainty,
increasing and ever-changing competition, and narrowing
margins while increasing returns in their own
practices. Using the Profit Mastery Assessment, attendees
will learn how to assist clients with quantifying the
impact of change and developing a master plan for
implementing meaningful changes in their businesses.
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