CS Professional Suite & Onvio

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Evolve Your Practice

Level: Overview

Learn how to build a more progressive firm.

As a tax and accounting professional, you require a more dynamic client-advisor relationship to meet ever-changing business needs and complexity. Being able to adapt, change, and respond to those needs is what will set your firm apart for years to come.

Join our Thomson Reuters experts and guest practitioners for this exclusive three-episode series where we’ll explore the steps you can take now to redefine your practice to build a more progressive firm and become a trusted partner for your clients.

Our guest practitioners have effectively implemented these proven methodologies and are eager to share their success stories with you.

Enroll Now!

Your registration fee includes a three-episode event and each attendee can earn up to 4 CPE credits for live attendance of all sessions. Each set of episodes must be taken within the same month in the order listed above.

We’re offering volume pricing for multiple attendees from your firm. The registration fee is $385 for the first attendee, 50% off for the second attendee and an additional 5% off for each additional attendee from your firm thereafter (i.e., 3rd attendee = 55% off, 4th attendee = 60% off, 5th attendee = 65% off, and so on). The discount will be applied during the checkout process.

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Episode: Determining Your Value

  • 11:00am-12:30pm ET

Episode: Delivering a Value Proposition

  • 02:00pm-03:30pm ET

Behind the Scenes Episode: Advisors in Practice, How They Made It Theirs

  • 04:30pm-06:00pm ET
4 Hour Course (4 CPE)
  • Web Training - $385.00 per person
Class DateClass TimeEnroll
Mon 6/1311:00 AM - 6:00 PM EASTERN
Tue 6/2811:00 AM - 6:00 PM EASTERN
Tue 7/1211:00 AM - 6:00 PM EASTERN
Tue 8/911:00 AM - 6:00 PM EASTERN
Tue 10/2511:00 AM - 6:00 PM EASTERN
Tue 12/1311:00 AM - 6:00 PM EASTERN

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