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PRODID://NDCP//518473
BEGIN:VEVENT
DTSTAMP:20260505T184757
VTIMEZONE:America/Chicago
DTSTART:20260512T190000Z
DTEND:20260512T200000Z
UID:518473
SUMMARY:FREE Member Webinar: Mastering the Art of Advisory Meetings: Turn Data & AI into Client Breakthroughs (Sponsored by The CFO Project)
LOCATION:Virtual
DESCRIPTION:FREE Member Webinar: Mastering the Art of Advisory Meetings: Turn Data & AI into Client Breakthroughs (Sponsored by The CFO Project)\n\n05/12/26 02:00 PM CST\n - 05/12/26 03:00 PM CST\Description:\nSponsored by The CFO Project\n\nAdvisory isn’t about just reporting numbers—it’s about sparking decisions that drive growth. In this dynamic session, you’ll discover how to lead client meetings that inspire action by translating complex financial data into simple, powerful insights. You’ll learn how to harness AI tools to present numbers in ways that truly resonate, build trust, and position you as the indispensable advisor your clients can’t live without. Walk away with a proven framework to conduct exceptional meetings that excite business owners, unlock new opportunities, and set the stage for long-term advisory relationships.\n\nA few minutes of this session will be on proprietary information.\n\n1 CPE Credit\nFree to members!\nNon-members: $49.00\n\nInstructor:  Adam Lean\n\nBio:\nAdam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He currently runs The CFO Project - a training company that turns accountants and bookkeepers into high-earning CFOs for small businesses. \n\n\n \Location:\nVirtual\n\n,
X-ALT-DESC;FMTTYPE=text/html:FREE Member Webinar: Mastering the Art of Advisory Meetings: Turn Data & AI into Client Breakthroughs (Sponsored by The CFO Project)<br /><br />05/12/26 02:00 PM CST - 05/12/26 03:00 PM CST<br />Description:<br /><strong>Sponsored by The CFO Project</strong><br />
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Advisory isn&rsquo;t about just reporting numbers&mdash;it&rsquo;s about sparking decisions that drive growth. In this dynamic session, you&rsquo;ll discover how to lead client meetings that inspire action by translating complex financial data into simple, powerful insights. You&rsquo;ll learn how to harness AI tools to present numbers in ways that truly resonate, build trust, and position you as the indispensable advisor your clients can&rsquo;t live without. Walk away with a proven framework to conduct exceptional meetings that excite business owners, unlock new opportunities, and set the stage for long-term advisory relationships.<br />
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A few minutes of this session will be on proprietary information.<br />
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<strong>1 CPE Credit</strong><br />
<strong>Free to members!</strong><br />
Non-members: $49.00<br />
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<strong>Instructor:&nbsp;</strong>&nbsp;Adam Lean<br />
<img alt="" src="https://ndcpas.org/photos/Adam_Lean_Headshot_02182026130938.JPG" style="width:150px" /><br />
<strong>Bio:</strong><br />
Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He currently runs The CFO Project - a training company that&nbsp;turns accountants and bookkeepers into high-earning CFOs for small businesses.&nbsp;<br />
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&nbsp;<br />Location:<br />Virtual<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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