Need more information?
Join Edi Osborne, CEO
and
Geni Whitehouse, CPA.CITP
for a live webinar
Wednesday, June 27th at 9 am PST
In this webinar you will learn more about the Level 5 Certified Advisor program, how it works, and the resources available for moving you and your firm forward.
Edi Osborne will share insights from the methodology she has been teaching for more than 25 years and captured in her business fable, Firm Forward.
Geni Whitehouse will talk about her experiences using these tools with clients in the Napa Valley for the past 10 years.
You will leave this session with tools you can put to work immediately and an understanding of the power of a complete consulting methodology that is available on your schedule.
and
Geni Whitehouse, CPA.CITP
for a live webinar
Wednesday, June 27th at 9 am PST
In this webinar you will learn more about the Level 5 Certified Advisor program, how it works, and the resources available for moving you and your firm forward.
Edi Osborne will share insights from the methodology she has been teaching for more than 25 years and captured in her business fable, Firm Forward.
Geni Whitehouse will talk about her experiences using these tools with clients in the Napa Valley for the past 10 years.
You will leave this session with tools you can put to work immediately and an understanding of the power of a complete consulting methodology that is available on your schedule.