CEO
Woodard
As an author, consultant, business coach, and national speaker, Joe has trained over 150,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. Joe founded Woodard Events, LLC (aka Woodard) a training and resource organization for accounting professionals that provides education, community, and coaching offerings through onsite training events, virtual training events, and intensive, coach-led practice advancement courses. Joe is the host of one of the world’s leading training conferences for accountants and bookkeepers called Scaling New Heights®. For every year since 2014, Joe has been recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession. Joe regularly publishes articles for numerous news sources and media organizations. That service the accounting profession, including The Woodard Report ®, the media arm of Woodard®, that reaches over 100,000 readers each year.
What clients value and what accountants believe they value are often worlds apart. In this impactful Day Two keynote, Joe Woodard challenges accountants to rethink their approach to value and reposition themselves in the eyes of their clients.
Joe will share strategies to establish yourself as a trusted curator and interpreter of critical business information, a driver of financial clarity, and a protector of your clients’ businesses. By shifting how clients perceive your role—from a cost center to a strategic asset—you’ll address the systemic price-to-value issue that has long plagued the accounting and bookkeeping professions.
Join Joe for this transformative session and learn how to elevate your value and grow stronger client relationships.
What you’ll learn:
In our closing session, four well-known experts share their insights on the major issues facing firms, from keeping up with technology and finding the right service mix, to optimizing their client base, finding the talent they need, making the move to advisory services, and much more. Our interactive format encourages attendees to engage directly with our experts through live Q&A. So come prepared with hard-hitting questions and get ready for candid, off-the-cuff answers.