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COURSE TITLE

PRACTICAL IDEAS FOR ADDED VALUE CLIENT ADVISORY SERVICES

DATE 21st September 2010
VENUE Barcelo Hotel, Basingstoke
SPEAKER Danielle Stewart
SE21B0
COURSE FEE

£85+VAT (Click here for information on the Flexiticket discount scheme - fees as low as £38+VAT per place)

This course may be attended individually or on the Flexiticket or together with ‘Regulatory Threats to your Practice as part of a whole day event ‘Practice Matters’ at a special price of £90+VAT including light lunch)

TIMING
Registration Course starts Coffee Course ends
13:30 14:00 15:30 17:00
OBJECTIVES

The course is designed to explain a range of advisory services that you can use to help your OMB/SME clients to achieve their own goals and aspirations. All of the services explained on the course have been developed over a long period and have been used successfully to provide advice to a wide range of clients, to great effect. This course will explain the services at a high level, leaving you to personalise your delivery techniques to suit your client base. The main objective of the course is to empower you to provide your clients with a professional yet cost effective advisory service.

WHO SHOULD ATTEND?

Experienced partners and senior staff who are advising SMEs/OMBs 

TOPICS
    • Formalising your assistance to a Board of directors as an 'outsourced finance director'
    • Mentoring for directors
    • Identifying Business Objectives 
    • Formulation and analysis of business strategies
    • An introduction to Business Risk assessment
    • Business Risk assessment case study
    • Finance department review
    • Lead advisory services

 


Click here for booking form (pdf)   

       

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