Pioneering the New Firm Coaching Course

Jason M. Blumer, CPA.CITP, Founder, THRIVEal +CPA Network

Coaching Course Facilitator

Are you ready to take the dive into firm ownership? Or do you need a kick in the pants on moving your firm to serve globally, make new innovations a mainstay in your firm or taking your firm into the clouds? Are you tired of the same way our stodgy profession has progressed in the past? Do you know how to market to new clients online? Are you still using time sheets (and losing money)?

“The THRIVEal PNF Coaching Course can be summed up in one word….MONUMENTAL! The information in this course will turn the profession on its ear by changing how CPAs interact with their clients and with each other, and how the valuable knowledge we hold can be passed on to our clients. The PNF Course is the ultimate Pay-It-Forward example….the information learned in the course will benefit our clients, and then continue to pay off down the line in places we will never see. It should be required for all CPAs interested in serving clients on a whole new level!”

Jonathan Godwin, CPA, Godwin & Associates, CPA, PNF Class of 2011

In the Pioneering the New Firm (PNF) coaching course, you will address the issues above and so many more! You will enter into 12 weeks of coaching (spread over 6 months) with up to 8 other accountancy professionals and be challenged like never before. This is not a course for the weak at heart! You will be asked to participate in the live class sessions, read each lesson before the live class, do your homework, collaborate with your class mates outside of class in an innovative online education platform and be ready to change! For 12 weeks, you will be asked to set aside your ideas of firm management, allow the members of this group to mold and shape your ideas, challenge what you believed and then help you set your direction before the next tax season rolls around. Group coaching will change your life!

I’m Jason M. Blumer, CPA.CITP, (learn more about me on the Speaker, Thought Leader page above), and I’ve been involved in group coaching and one-on-one coaching for many years. It has been the most influential change agent in my life to make me into the professional I am today. All of the money I’ve spent on my coaches has been returned to me multiple times in ideas I can no longer contain, in new innovative revenue models, in new firm and staff management ideas, accountability, the freedom to think outside of the box, etc. I can’t name all of the benefits.

Here are the LIVE course details:

Each of the 12 courses will require three things of the members:

1. Read the written lessons before the online live class (20 to 30 minutes),

2. Answer collaborative questions on the reading materials, and comment on other members’ answers (45 to 60 minutes),

3. Attend a live online coaching session where you will participate with members (the same group each week) and comment on their progress as well as your own (90 minutes)

the Pioneering the New Firm coaching course contains twelve sessions (note when the live session dates below will take place. The time for each session will be from from 4:00 to 5:30 pm, EST each session):

Session 1. Friday, May 11, 2012 :: The Importance of Profit
Session 2. Friday, May 25, 2012 :: Value Pricing in a Commodity World
Session 3. Friday, June 8, 2012 :: Creative Pricing Strategies
Session 4. Friday, June 22, 2012 :: Managing Your Trade vs. Working in Your Trade
Session 5. Friday, July 6, 2012 :: What Does a Leader Do?
Session 6. Friday, July 20, 2012 :: Knowledge Management

Session 7. Friday, August 3, 2012 :: Branding and Visioning: The Requirements of Narrow Positioning
Session 8. Friday, August 17, 2012 :: Strategic Client Selection

Session 9. Friday, August 31, 2012 :: Building Value into Your Firm Through Process
Session 10. Friday, September 14, 2012 :: The Big Goal Behind Process Design
Session 11. Friday, September 28, 2012 :: The Strategy Behind ‘No Paper’

Session 12. Friday, October 12, 2012 :: Two Hour Open Session

(course titles and dates are subject to change.)

You ready? We CAN NOT have more than 8 in the course (and must have at least 5 in the LIVE course below), so it’s time to sign up now!

LIVE Course: The course costs $4,795 to participate. The time I’ve spent writing this material, creating the courses and the time we’ll spend together will be worth far more than the cost you’ll pay. The full balance must be paid up front. We will meet live together as a group after every reading assignment, and continue our learning together. As mentioned by some of last year’s course members, the live meetings were the most special and everyone got the most out of meeting together live. The relationships you will build during this course will be with you for the remainder of your professional life.

SELF STUDY Course: The course costs $1,200 to participate as self study. This is the same Pioneering the New Firm Course as the live course, except we have removed the Live meetings. Instead, you will progress through the course at your leisure on your own. The learning platform does allow for multiple students to go through the course at the same time, so that is an option if you want to coordinate that with other students. Instead of the live meetings, there will be 24 videos prepared and scattered through the PNF Coaching Course meant to teach, challenge and educate.

No matter which course method you choose, Live or Self Study, they will both include the two hour Open Session at the end where we will work through the things you need to change in your firm going forward. Live course and Self Study course members may be in the same Two Hour Open Sessions.

A Note on Knowledge Capture: There will be no booklets given out before or after the coaching course, so you may want to capture all readings into your own pdf format. The course, which will be given in an innovative online learning platform, will include all questions and the students’ answers, and will remain open for a short period of time so you can refer back to the course periodically. If you participate in the LIVE course, audio recordings will be created of the live meetings and will be made available to the Live course coaching members. The live audio recordings will be available for sale to the Self Study participants for an additional price.

The things you learn in this course will be with you the rest of your career! This may be the catalyst to push you to the next level of growth and profitability. You can’t know who you will learn from, what relationships you’ll build and the changes you’ll make in your own firm. The alumni of this course will be contacts for the rest of your life. Don’t hesitate to implement strategy and intention into your firm!

Interested? Get in touch with Jennifer Blumer, THRIVEal Community Manager at jennifer@thriveal.com when ready. Or, if you are really serious, you can click here to pay and reserve your space in the LIVE Coaching Course.

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