Client Advisory

Strategic Executive Advisory

Advising Business Owners and Executives Helping You Achieve Organizational Excellence – Events

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Strategic Executive Advisory

Client Advisory

Overview

Adding client advisory services (CAS) to your offerings positions your firm as your clients’ most trusted business advisor and future proofs your business model. To continue thriving in the decades ahead, our profession needs to embrace and implement new client services. Learn more about CAS, including how to get started.


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Cost

$59.00

Date

Feb 02 2024

Time

2.00 CPE
8:00 am - 10:00 am

More Info

Read More

Labels

Advisory

Location

Wisconsin | Virtual
Category

Organizer

Wisconsin Institute of CPAs
Website
https://www.wicpa.org/

Speaker

  • John Minnich
    John Minnich
    Executive Advisor

    John Minnich, MAcct, CPA, CGMA advises businesses and coaches leaders on business performance and strategy. Business advisory national speaker and expert, John engages with business and executive clients on forward-thinking initiatives.

    An accomplished business and financial executive, he has served in several leadership roles including Strategic Executive Advisory founder, C-suite as CFO, Financial Executives International-Fort Wayne president, and Indiana CPA Society leadership council.

    Experienced in building effective relations with boards of directors and key stakeholders, John has an extensive background in strategic planning and execution, business administration, governance, and financial management.

    In addition to a career in business, John has facilitated sessions as MBA faculty with Purdue University Fort Wayne. He earned graduate and undergraduate degrees, magna cum laude, in accounting from Manchester University. John’s credentials also include Certified Public Accountant and Chartered Global Management Accountant.

    Specialties: Business and CFO advisory; business strategy, implementation, and performance

    To learn more about John, visit meet.johnjminnich.com.

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  • CPE Hours: 2.00