We look forward to seeing you at one of our upcoming events. Attendance at Chapter events are open to all members, candidates and students enrolled in the CPA Professional Education Program or Pre-requisite Program, as well as legacy AAT and ACIA members. Guests are also welcome at some events.
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Chapter PD Event: Best Practices in Management Consulting
June 9, 2018 @ 8:00 am - 12:00 pm$50
Please join us for this chapter PD event: Best Practices in Management Consulting. It turns out that the number one reason small and medium sized businesses leave their accountant is that they “Do not give proactive advice, only reactive”
In this presentation, Mark Wardell will define in detail what true management consulting can, and should look like. The presentation will examine the importance of Strategizing, Quantifying, and Systemizing proactively with your clients in order to help them build a healthy, sustainable, and profitable business that others will want to buy.
- Strategizing involves reviewing the client’s business from a broad, holistic approach and identifying the strategic issues the company faces. Most of the strategizing efforts occur in the Leadership and Management sections of the Wardell program.
- Quantifying involves taking the work accomplished in the strategizing phase and developing metrics to track the progress a business is making in meeting its strategic goals. These metrics are known as Key Performance Indicators or “KPIs”, and are unique for each level and activity within a business.
- Systemizing involves transforming the efforts of both the strategizing and quantifying phases to create systems and processes to implement the activities the KPIs are attempting to track.
|Date:||Saturday, June 9, 2018|
|Time:||8:00 am – 9:00 am Registration & breakfast | 9:00 am – 12:00 pm Presentation|
|Location:||Northview Golf & Country Club, 6857 – 168th Street, Surrey, BC|
|Cost:||$50 + GST|
|PD | Level:||3 hours | General|
Mark Wardell has developed a reputation as a leader in business advisory by helping entrepreneurs successfully plan, execute, and manage sustainable business growth.
In addition to offering comprehensive business consulting services through Wardell International, Mark regularly shares his business advisory expertise through many channels. He is a published author of seven business books, a frequent contributor to several top national publications including Profit Magazine, The Globe and Mail, and CGA Magazine. Mark also speaks at high-profile business events and on televised programs including BNN’s Money Talk with Patricia Lovett-Reid.
He has been a keynote speaker in Canada, US, United Kingdom, France, Barbados and Australia. Among the list, Mark has spoke at the IBBA Canadian Conference, Advocis, SFU, BCIT as well as many Chambers and private business groups with audiences of up to 3000. Popular topics include Succession Planning and Maximizing Your Business for Sale.
Prior to founding Wardell in 1999, Mark’s career included time as a business advisor for a major California-based consulting firm, an entrepreneur, a professional musician and a national level gymnastics coach.