AAA MAPCast The Trusted Advisor - Are you one?

Date: Thursday, February 10, 2011
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): JoDee Curtis CPA
Objective(s):
Explore your internal and external client relationships.
Field of Study: Personal Development
Program Level: Intermediate
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

Based on David Maister’s book, The Trusted Advisor, this session will explore relationships with clients – internal and/or external . Trust is the basis of the relationship and we’ll discuss the perspective of trust, how to build it, and then put it to work. Discussing the levels of a trusted advisor will help you determine where you are in your client relationships…and where you want to be. Which clients do you want to move to the next level of trust..and which ones might you not want to move on and why? Listening is also a key skill set in trust building; how might you be better? Sounds simple? Then why are truly trust based relationships so scarce?

Presenter and Moderator Bios
JoDee Curtis has had responsibility for all facets of human resources including training, benefits and compensation, payroll, employee relations, wellness, performance development, and employment law for over 15 years. JoDee started her career with Olive LLP in 1985 as an auditor; she rose to the manager level then left the Firm in 1994 to work for a client as a CFO. She was recruited back to Olive in 1995 by the regional managing partner to serve as the Director of Operations for the Bloomington and Evansville offices. She later transferred to Indianapolis to serve in the same role for the Indianapolis, Ft. Wayne, and Merrillville offices. In that role JoDee had responsibility for all regional human resources, accounting and budgeting, utilization, marketing, and office operations.

JoDee obtained her bachelor’s degree in business administration from the University of Evansville. She is a Certified Public Accountant, a Senior Professional in Human Resources and holds certifications as a Predictive Index analyst and as a Creative Problem Solver. She is a member of SHRM and the AICPA and serves on the board of directors of Indy SHRM and the Carmel Library Foundation. JoDee formerly served on statewide committees for the Indiana CPA Society and served as President of the Indiana Chapter of the Association for Accounting Administrators. She was also the winner or finalist for the Most Creative Idea at the AAA National Conference two years in a row.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.