Client Advisory Services Leadership Roundtable

Virtual

When: September 29, 2022 at 10:00am CT - 11:00pm CT Where: Virtual Facilitators: Angie Grissom and Amy Vetter Description: If you are a CAS Leader or part of a CAS department in your firm, this is the session for you! Bring your questions and join Angie Grissom and Amy Vetter to discuss how to work […]

CEO Grow Community Virtual Meeting | October 2022

When: Friday, October 21, 2022 from 10am-12pm CT Where: Virtually Facilitators: Angie Grissom Description: In this live CEO Grow meeting, we will discuss key learnings and takeaways from each elite firm leader and how leadership priorities and initiatives have changed and continue to change. CEO Grow members will share, collaborate, and commit to the next steps […]

Client Advisory Services Practice Roadmap: The Cherished Advisor® Step-by-Step Program

Virtual

Offered in partnership with Amy Vetter of the B3 Method Institute, the Client Advisory Services Practice Roadmap – The Cherished Advisor Step-by-Step Program is designed for owners, managers and accounting professionals at accounting practices to help them build a plan to successfully grow and scale a client advisory practice. Up to three participants from each […]

Banking Industry Roundtable – November 2022

Virtual

Join us for a Member only Roundtable! Always a member favorite where you join other like-minded professionals to pose and answer questions specific to your industry. Don’t miss this open forum to ask questions, respond to one another, share ideas, communicate, learn from one another, and build your connections and relationships! This roundtable call is […]

Free

2022 NicheWorks

Nashville, TN

Registration is open for 2022 NicheWorks! November 17 - 18, 2022 | Nashville, Tennessee TRACKS Banking, Health Care, Manufacturing, Nonprofit, Real Estate & Construction New 2022 Track: Client Advisory Services (CAS) AGENDA Agendas for the overall conference and each industry niche tracks are in development and are posted on the event website. Please check back […]

Virtual Roundtable for Managing Partners

Virtual Roundtable

Invitation to Managing Partners and C-Level Firm Leaders - An Audience Interactive Live Video  "How to make your firm Recession Proof: The best defensive is an offensive" Join Industry Consultants, Angie, Grissom, Allan Koltin, and Gale Crosley as we navigate the outlook for 2023. Explore how we look at a challenging economic outlook and discuss […]

Free

HCAA Member Roundtable Call | February 16th, 11:00am – 12:00pm CST

Join us for a Member only Roundtable! Always a member favorite where you join other like-minded professionals to pose and answer questions specific to your industry. Don’t miss this open forum to ask questions, respond to one another, share ideas, communicate, learn from one another, and build your connections and relationships! When: Thursday, February 16, […]

Nonprofit CPAs Member Roundtable Call | February 16th, 1:00 pm – 2:00pm CST

Join us for a Member only Roundtable! Always a member favorite where you join other like-minded professionals to pose and answer questions specific to your industry. Don’t miss this open forum to ask questions, respond to one another, share ideas, communicate, learn from one another, and build your connections and relationships! When: Thursday, February 16, […]

Rainmaker CAS Community Expert Panel Call | April 26th , 12:00 pm – 1:00pm CST

Don't miss industry consultants Amy Vetter, Angie Grissom, and Deneen Dias on Wednesday, April 26th, at 12:00 CT for a panel discussion on Client Advisory Services – one of the fastest-growing services in the industry. This is a no-holds-barred conversation where they discuss What To Do, What Not to Do, What to Embrace, and What […]

HCAA Member Roundtable Call | April 27, 11:00am – 12:00pm CST

Join us for a Member only Roundtable! Always a member favorite where you join other like-minded professionals to pose and answer questions specific to your industry. Don’t miss this open forum to ask questions, respond to one another, share ideas, communicate, learn from one another, and build your connections and relationships! When: Thursday, April 27 from […]

Manufacturing CPAs Member Roundtable Call | April 27th, 1:00 pm – 2:00pm CST

Join us for a Member only Roundtable! Always a member favorite where you join other like-minded professionals to pose and answer questions specific to your industry. Don’t miss this open forum to ask questions, respond to one another, share ideas, communicate, learn from one another, and build your connections and relationships! When: Thursday, April 27, […]

©2024 The Rainmaker Companies | All Rights Reserved
built by Ah So