Calibrate to Clients May 2020




Orient Your Firm’s Relations and Operations tDeliver Client Value 


As technology and regulations shift and move, so do client expectations and needs. Join hundreds of your peers in the tax and accounting profession for this exclusive full-day virtual event on Friday, May 29, 2020 and learn how you can add value not only to your client relationships but also to your firm’s bottom line through advisory services. 


This event is packed with informative, actionable content that you will be able to walk away with and implement at your firm for maximum impact – all while earning up to 7 CPE credits*. 


Why should you attend? 

This conference focuses on how to improve the quality of your client-facing and back office skills, from a value-added, advisory perspective. Whether you’re already offering advisory services or are merely curious about how advisory services fit into your firm’s practiceyou will gain insights and strategies to enhance efficiencies, develop stronger client relationships, maximize productivity and generate more recurring revenue.  


In addition to attending courses that will help you develop better relationships with your clients and grow your business, you can network with your fellow tax and accounting professionals in our virtual lobby, ask our knowledgeable staff questions and request one-to-one meetings with our team for more detailed information. 


Who should attend? 

The content is geared to your firm’s leaders — those who lead externally in bringing in and cultivating new business, and those who lead internally to ensure the firms operations are running as smooth as possible.   


Earn up to 7 CPE credits* 

We've developed a robust agenda of continuing education courses focused on enhancing your firm’s client relationships and operations. You’ll have the ability to earn up to seven CPE credits by attending all of our seven sessions. To qualify for CPE, you will need to participate in the polling questions in each session you attend.  


* CPE Credits: Thomson Reuters, Tax & Accounting, Professional Software & Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry.



  • When

  • Friday, May 29, 2020
    8:20 AM - 5:00 PM
    Eastern Time

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