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Free cpe webinars
From Compliance to Consulting: Transitioning to Client Advisory Services
Business Management and Organization

FROM COMPLIANCE TO CONSULTING: TRANSITIONING TO CLIENT ADVISORY SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 8, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Course Description

This session is dedicated to the possibility that a professional can increase their effectiveness in working with their customers (note, not clients) if they adopt some concepts of consulting theory.

Adopting these behaviors is not easy as it requires professionals to think differently than they have in the past. 

If you feel you can think a bit differently about your professional relationships, you are invited to attend this session led by Ed Kless, Sage senior director of partner development and strategy, who will facilitate this session.

Learning Objectives:


  • Determine strategies to increase your effectiveness in working with your customers

  • Identify various consulting theory concepts

  • Recall a different way of thinking about your professional relationships

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ed Kless

Sage
Senior Director of Partner Development and Strategy
[email protected]
(214) 675-8792

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Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy for Sage Business Solutions in North America. He facilitates the Sage Leadership Academy, Sage Consulting Academy and is the liaison to the Sage Leadership Academy Alumni Association.

Before joining Sage Software, Ed worked with Tipping Point Advisors, an organization dedicated to software implementation in companies’ growth and development. Before that, he co-founded Third Wave Business Systems, a Microsoft Business Solutions Partner, in 1996, which grew to 20 team members and 5 million in revenue. At Third Wave, Ed developed the implementation methodology and managed the front and back office consulting teams.

Ed is a senior fellow at the VeraSage Institute, a think tank dedicated to eliminating billable hours in all professional organizations. He is a frequent contributor to industry publications and has spoken at many conferences worldwide. He is the co-host of VoiceAmerica’s radio show The Soul of Enterprise: Business in the Knowledge Economy, which spawned the book The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, both with Ron Baker.
 

About Our Presenter

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Our software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Our solutions travel with you or stay where you want us—in the cloud, on-premises, or both—giving you the freedom to work where you want. Our customers cover a wide range of small and medium-sized businesses. We support companies out of the home, small businesses with just a few employees, and larger enterprises that distribute across North America. All of our leaders have owned or been part of a small to medium-sized business and have deep roots in technology.