Advisory Bootcamp

Attend this advisory event to build a more progressive and dynamic firm
Unlocking the right growth: how to go from free tax advice to monetized proactive advisory.

This virtual advisory bootcamp will introduce the advisory methodology you can leverage today to redefine your business model. You will be able to distinguish between value-added advisory services and compliance services — and how you can monetize the value of that difference.

Join our Thomson Reuters experts and guest practitioners for this exclusive event where we will explore the steps you can take now to redefine your practice to build a more progressive firm. You’ll learn how to:

  • Build your firm's advisory business model
  • Define clear scope of client engagements
  • Develop a standardized advisory offering
2024 schedule
11:00 AM - 3:30 p.m. ET
May 29 | June 13 | June 27 | July 25 | August 15 | August 27 |September 19 |
October 23 | November 12 | November 20 | December 5 | December 18

Pricing and CPE

The registration fee $595.00 per person
4.5 Hour Course (4.5 CPE)

*CPE information

Thomson Reuters, Tax & Accounting, Professional Software & Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry.
Partner Summit presenters
As a Senior Business Advisory Consultant with Thomson Reuters, Mo is passionate about working with clients across the country and delivering an exceptional client experience. Mo specializes in advisory, tax, and operational workflow and is a lead presenter at Partner Summit, Advisory Symposium, Evolve Your Practice, and SYNERGY Users’ Conference.

In 2012, Mo joined Thomson Reuters as a product support representative for UltraTax CS. He then became a specialist for UltraTax CS and served as a product mentor and trainer and assisted the UltraTax CS Development Team with product validation testing. In 2016, Mo joined the Professional Services team where he provided live and web-based implementations for GoFileRoom, AdvanceFlow, Onvio, UltraTax CS, Fixed Assets CS, Planner CS, FileCabinet CS, and NetClient CS. He is also involved in developing training content and course materials.

Elevate your advisory journey

Explore the two-day Partner Summit to learn the steps you need to take to redefine your business model and distinguish between value-add advisory services and compliance services.
* CPE Credits: Thomson Reuters, Tax & Accounting, Professional Software & Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry.
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