Advisory Services Virtual Conference
Virtual Conference
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September 1st 2021 10:30am - 4:00pm CPE: MU 5.5

As you start or grow an advisory services practice, this new conference will help you identify the largest opportunities for growth and driving value for clients, including pricing strategies, service offerings, technology capabilities and talent resources. Gain proven strategies and new insights to evolve your business model, maximize revenue opportunities and strengthen your position in the marketplace. This event is designed for senior managers and partners/shareholders at small and midsize firms to gain necessary skills for growing a successful advisory services program. This conference is hosted by the Ohio Society of CPAs and is a collaborative event with the New Jersey Society of CPAs.


  • Identify service offerings that provide the most value for clients and profitability for your firm 
  • Learn how to align price with perceived value of your services 
  • Discover new technology capabilities that will improve your business processes as well as the client experience 
  • Explore the possibilities of adding new talent with diverse backgrounds and skills
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