Join us on September 28, 2022, 12:00 P.M. – 1:30 P.M. for the CA CPA Society’s LA MAP Committee “Increased Client Needs Dramatically Driving Expanded Client Advisory Services (CAS)”
As a profession, we’ve been weathering extreme change for the last several years — the pandemic, the IRS, remote workers and more. We’ve been struggling along and achieving successes for ourselves and clients’ tax and financial work. What has been happening to our clients in their own challenging times? What has transpired in their strategic, organizational and operational perspectives? It’s time to shift our gaze to essential, crucial situations our clients are grappling with daily.
Clients are struggling with all areas of their businesses and their personal needs: from succession planning, securing financial resources for growth to dealing with death or disability of senior management and owners. Along with this comes the need for specialty services that include team member development, human resources, business plan creation, structural changes, IT and AI capabilities, marketing, investment services and on and on. They need you and others to help build and re-build their businesses and their lives.
In our presentation, we’ll help all of us realize that ‘Trusted Advisor’ has a whole new expanded meaning. It’s time to roll up our sleeves, put on our “consultative” hats and help our client to thrive, not just exist and persist. There is much we can do now to step forward, clear the decks and bring understanding and new ways to adapt, course-correct and focus on Learning/Understanding “What Happened” as we help create “Opportunities” and success for our firms, our team members, our clients. It is about navigating “Possibilities” for all.
Strategic Topics:
- Come Alongside Clients in a New Way That Works for All
- Develop Organizations and Identify Strategic, Operational, Organizational, and Marketing Protocols to be More Effective in Creating Value for All
- Investigate a 1-Stop-Shop Business Advisor Model
- Identify & Expand Your Service- & Market-Based Niches
- Plan Strategically for a New Business Model
- Audience Contributions
Here is a link to our speaker’s CalCPA article, where you will find additional information that will be covered in this presentation. CalCPA July 2022 Article
Learning Objectives
Participants will:
- Recognize successful and creative assistance that can help advance client well-being—with a focus on VALUE.
- Identify niches and related projects needed now and opportunities that have not been available during COVID.
- Determine strategies and action steps that will assist firms and their team members to advance the process of a more “consultative” approach with clients.
Our speaker will encourage the audience to raise their hands and share their experiences.
Intended Audience: CPAs and other professional staff
Field of Study: Business Management & Organization
Speaker: Mark H. Fowler, CPA (inactive), CMC
Mark H. Fowler, CPA, is president of Stowe Management Corporation, a boutique business re-engineering & consulting firm, and CEO of Revolutionary Conversations, LLC, a training & development company, both in Santa Monica. He specializes in corporate design and re-engineering for growing and challenged businesses. Working with CPAs and their clients for more than 30 years, he has re-engineered or turned around more than 100 businesses. He has also worked with more than 200 CPA firms to address needs from marketing and growth to succession planning and mergers/acquisitions. Mr. Fowler has taught for the California CPA Society – Education Foundation, having had 17 courses with them, and is a former Foundation trustee. He has been on the steering committee, often serving as chair, of more than 45 Foundation conferences. He is currently on the State MAP Committee and is the LA Chapter MAP Chair and Board member 
of the LA Chapter. Mr. Fowler has authored articles on topics including succession planning for CPA firms and other businesses, his recent articles for California CPA magazine:
- “Client Success”
- “What are You Doing for Your Future?”
- “Culturally Speaking – FINE-TUNE Your Organization’s Heart & Soul to Attract, Retain Employees”
- “Time Is King – Cash Shortage Is a Sign of Deeper Problems”
He is author of Revolutionary Conversations: The Tools You Need for the Success You Want, the multi-awarding-winning book.
Please join us by registering here or at the link below.
Intended for a General Audience: from Senior Managers to Partners and Other Team Members
Time: 12:00pm – 2:00pm Presentation
This event will take place virtually over Zoom. (Zoom link will be emailed the morning of the event.) You MUST pre-register in order to receive the link. The username on Zoom must match the name of the person registered. If at any time you have a question or you are having a challenge with the process, please contact:
- Tricia Galloway: tricia.galloway@calcpa.org
- Shelly Medina: shelly.medina@calcpa.org
NOTE: online registration for all Cal CPA events automatically closes at 11:59 pm the night before the event.
To register the day of the event, please contact:
- Tricia Galloway: tricia.galloway@calcpa.org
- Shelly Medina: shelly.medina@calcpa.org
Zoom link for the event will be emailed 1-2 days prior to our meeting. If you have not yet received the link, on the morning of the presentation, please email Allan Fisher: allan@pfssearch.com
As your LA MAP Chair, Allan Fisher (our Co-Chair) and I are very grateful for your continued support. We wish you all the best in your efforts to create a future for us all in these challenging times.
For Non-Members of CalCPA, please click on Add to Cart. At that point, you will be asked to Login. If you have a membership, input your E-Mail Address and Password. If you do not have a membership, please create one by clicking on the link. It will ask for your email to verify whether you have a membership and. if not, it will help you create one. The event is free for both members and non-members. If you have questions or challenges, please see contact information above.
Our 2022 Calendar of events is coming together.
Please mark your calendars. Meetings begin at Noon PT.
5/25/2022 – “Helping Clients Create, Build or Revise Their Board of Directors”
– Panel hosted by Mark H. Fowler- 6/22/2022 – Diversity Discussion Panel
– Panel hosted by Allan Fisher - 7/27/2022 – Salary Survey Presentation
– Allan Fisher - 8/24/2022 – Mental Health
– Amber Setter - 9/28/2022 – Client Advisory Services—Helping Clients in New More Effective Ways.
– Mark H. Fowler - 10/26/2022 – End of Tax/Year Panel
– Mark H. Fowler - 12/14/2022 – Inspector Gadget
– David Cieslak
5/25/2022 – “Helping Clients Create, Build or Revise Their Board of Directors”