Instructor
Ramona Cedeno
Instructor
Today's CPA practitioners have an opportunity to deliver far greater value than traditional compliance and reporting services alone. As business leaders navigate economic uncertainty, technological disruption, talent challenges, and growing stakeholder expectations, they increasingly look to their trusted advisors for strategic insight and guidance.
Join this FAE Briefing Room panel discussion as experienced CPA firm leaders and advisors share practical strategies for elevating the advisory relationship, identifying new opportunities to support clients, and becoming a more influential participant in key business decisions. Panelists will explore how practitioners can leverage financial expertise, data analytics, technology, and industry knowledge to help clients address complex challenges, improve performance, manage risk, and achieve long-term growth objectives.
Through real-world examples and candid discussion, participants will gain valuable insights into building trusted advisor relationships, expanding advisory service offerings, delivering actionable business guidance, and providing forward-looking advice clients expect from their CPA advisors, while creating a lasting impact for both their clients and their firms.
Upon completion of this Briefing Room, participants will be able to:
· Identify opportunities to expand client conversations beyond compliance services by incorporating discussions about business strategy, growth initiatives, and long-term organizational objectives.
· Assess operational, financial, and risk-related challenges and recommend approaches that strengthen performance, resilience, and decision-making.
· Apply financial data, technology, and emerging AI tools to generate meaningful insights that improve forecasting, performance analysis, and business planning.
· Demonstrate effective consultative communication techniques that build trust, strengthen client relationships, and enhance the CPA's role as a strategic advisor.
· Evaluate emerging business, economic, and market trends to help clients anticipate change, identify opportunities, and adapt to evolving conditions.
· Implement practical frameworks for delivering advisory services that align solutions with client goals and create measurable business value.
Managers, supervisors, and senior practitioners looking to transition into advisory roles and drive additional revenue for their firms, as well as experienced CPA practitioners, firm leaders, and consultants seeking to strengthen their ability to help clients achieve financial, operational, and strategic objectives through trusted advisor relationships.