CAS | Advisory
Advisory Through Industry: A Panel Discussion on Adding Value
Facilitated by Natalie Kotlyar, BDO USA, P.C. with Alliance Panel – Glenn Dunlap, Peerview Data, Inc. (BRN Firm); Glen Weyenberg, SVA Certified Public Accountants (CPA Member); and Alice Lerman, Roth & Co. LLP (CPA Member)
Everyone wants to be an advisor, to go beyond the value of a compliance product and become indispensable to the client. There are several schools of thought on how to go about achieving that, but few have proven to be as impactful as industry specialization. Join BDO's National Managing Principal of Industry & Premier Programs as she shares how BDO is maximizing its industry lines and introduces us to an innovative panel of BDO Alliance members using industry knowledge to beat out the competition and drive results. From benchmarking to product delivery to organizational structure, this session will expand your idea of how you interact with your clients and position you to become more than just an accountant.