{"product_id":"epi-rocky-mountain-chapter-event-february-27-2024","title":"EPI Rocky Mountain Chapter Event | February 27, 2024","description":"\u003cp\u003e\u003cspan data-contrast=\"none\"\u003eTom and Mary’s CPA heard about your services from another local CPA, with whom you have worked in the past, and has requested lunch with you to learn more about your services. \u003c\/span\u003e\u003cspan data-contrast=\"auto\"\u003eHow will you approach this initial meeting with the CPA and express your expertise and interest to work with the owner on their advisory team.  \u003c\/span\u003e\u003cspan data-ccp-props='{\"201341983\":0,\"335559739\":0,\"335559740\":240}'\u003e \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan data-contrast=\"none\"\u003eIn this session, you will work through a hands-on case study to develop your conversation skills. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.\u003c\/span\u003e\u003cspan data-ccp-props='{\"201341983\":0,\"335559739\":0,\"335559740\":240}'\u003e \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"font-size: 0.875rem;\"\u003eLearning Objectives:\u003c\/span\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli data-aria-level=\"1\" data-aria-posinset=\"1\" aria-setsize=\"-1\" data-list-defn-props='{\"335552541\":1,\"335559684\":-2,\"335559685\":720,\"335559991\":360,\"469769226\":\"Symbol\",\"469769242\":[8226],\"469777803\":\"left\",\"469777804\":\"\",\"469777815\":\"hybridMultilevel\"}' data-listid=\"15\" data-font=\"Symbol\" data-leveltext=\"\"\u003e\n\u003cspan data-contrast=\"none\"\u003eHow would you approach the conversation?\u003c\/span\u003e\u003cspan data-ccp-props='{\"201341983\":0,\"335559739\":0,\"335559740\":240}'\u003e \u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli data-aria-level=\"1\" data-aria-posinset=\"2\" aria-setsize=\"-1\" data-list-defn-props='{\"335552541\":1,\"335559684\":-2,\"335559685\":720,\"335559991\":360,\"469769226\":\"Symbol\",\"469769242\":[8226],\"469777803\":\"left\",\"469777804\":\"\",\"469777815\":\"hybridMultilevel\"}' data-listid=\"15\" data-font=\"Symbol\" data-leveltext=\"\"\u003e\n\u003cspan data-contrast=\"none\"\u003eHow would you get Tom and Mary to open up?\u003c\/span\u003e\u003cspan data-ccp-props='{\"201341983\":0,\"335559739\":0,\"335559740\":240}'\u003e \u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli data-aria-level=\"1\" data-aria-posinset=\"3\" aria-setsize=\"-1\" data-list-defn-props='{\"335552541\":1,\"335559684\":-2,\"335559685\":720,\"335559991\":360,\"469769226\":\"Symbol\",\"469769242\":[8226],\"469777803\":\"left\",\"469777804\":\"\",\"469777815\":\"hybridMultilevel\"}' data-listid=\"15\" data-font=\"Symbol\" data-leveltext=\"\"\u003e\n\u003cspan data-contrast=\"none\"\u003eWhat key concepts\/questions might you ask to intrigue the owners?\u003c\/span\u003e\u003cspan data-ccp-props='{\"201341983\":0,\"335559739\":0,\"335559740\":240}'\u003e \u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli data-aria-level=\"1\" data-aria-posinset=\"4\" aria-setsize=\"-1\" data-list-defn-props='{\"335552541\":1,\"335559684\":-2,\"335559685\":720,\"335559991\":360,\"469769226\":\"Symbol\",\"469769242\":[8226],\"469777803\":\"left\",\"469777804\":\"\",\"469777815\":\"hybridMultilevel\"}' data-listid=\"15\" data-font=\"Symbol\" data-leveltext=\"\"\u003e\n\u003cspan data-contrast=\"none\"\u003eWhat educational programs and materials might you suggest to the owners to get more educated?\u003c\/span\u003e\u003cspan data-ccp-props='{\"201341983\":0,\"335559739\":0,\"335559740\":240}'\u003e \u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli data-aria-level=\"1\" data-aria-posinset=\"5\" aria-setsize=\"-1\" data-list-defn-props='{\"335552541\":1,\"335559684\":-2,\"335559685\":720,\"335559991\":360,\"469769226\":\"Symbol\",\"469769242\":[8226],\"469777803\":\"left\",\"469777804\":\"\",\"469777815\":\"hybridMultilevel\"}' data-listid=\"15\" data-font=\"Symbol\" data-leveltext=\"\"\u003e\n\u003cspan data-contrast=\"none\"\u003eFor those who are CEPAs, how could you use the CEPA credential to differentiate yourself from other advisors the CPA may be considering, who do not hold the CEPA credential?\u003c\/span\u003e\u003cspan data-ccp-props='{\"201341983\":0,\"335559739\":0,\"335559740\":240}'\u003e \u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli data-aria-level=\"1\" data-aria-posinset=\"6\" aria-setsize=\"-1\" data-list-defn-props='{\"335552541\":1,\"335559684\":-2,\"335559685\":720,\"335559991\":360,\"469769226\":\"Symbol\",\"469769242\":[8226],\"469777803\":\"left\",\"469777804\":\"\",\"469777815\":\"hybridMultilevel\"}' data-listid=\"15\" data-font=\"Symbol\" data-leveltext=\"\"\u003e\u003cspan data-contrast=\"none\"\u003eWhat value does a CEPA add to an advisory team?\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\u003c\/ul\u003e","brand":"Exit Planning Institute","offers":[{"title":"Default Title","offer_id":40268655525923,"sku":null,"price":50.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0287\/8482\/0259\/files\/RockyMountain-2Lines_1.png?v=1707940074","url":"https:\/\/exit-planning-institute.myshopify.com\/products\/epi-rocky-mountain-chapter-event-february-27-2024","provider":"Exit Planning Institute","version":"1.0","type":"link"}