Mentor Plus® . . . We Mentor the Mentors  

Next Session: October 3-4, 2013
San Francisco Bay Area (hotel details coming soon)

Investment:
1st Person - $1,995
2nd Person same firm - $1,795 (save $200)

Early Bird Discount - Save $250 off each registration before 8/1/2013 - EB discount will be automatically applied at check out.

M.B.A. - More Business Acumen Program Overview

Your ability to help your clients succeed comes down to one thing . . . business acumen; how well you can holistically assess what is really happening in the business as well as provide insight and guidance to  improve performance.

Being a great accountant provides a strong foundation for being a great business mentor, but it is just the start. The real equation at the heart of all business success isn't measured in Revenue or Expenses; in fact the most important success drivers don't even show up on the financial statements.
If you really want to know where the profits are generated (and wait to be exploited) in a business you have to dig deeper to the activity level. The (true) Profit Equation, as we call it, measures activities at the People X Process Level. This is a fundamental shift in the way most business people measure, monitor and manage their business. As a business mentor your job is to teach your clients how to fully leverage both their people and their processes.

 This program is designed to accelerate the professional development of accounting professionals who:

1) Want to be true "trusted advisors" to their clients
2) Have a desire to build a practice around non-seasonal advisory services
3) Envision a practice that serves fewer clients but to a greater depth and value

Learn about the Level 5 Service Framework that is the core of our M.B.A. program.

M.B.A. Program Highlights:

You'll learn:
  • How to take your clients from Level 1 to Level 5 support
  • How to identify and diagnose critical issues that stand in the way of client success
  • How to quantify those issues and develop key performance measures to monitor improvements
  • How to build a strategically focused hierarchy of measures across organizational boundaries using the $COPE Advisory Framework
  • How to organize those measures into line of sight dashboards for every level of employee
  • How to translate your client's financials into a meaningful management  tool
  • How to "productize" your advisory services to make them unique, repeatable, and leveragable throughout your firm.

You will also gain . . .
  • An understanding of the science behind performance measurement and how to use it to minimize client risk
  • How to establish and validate a credible measurement process
  • Why all measures are not created equal and how to filter out non-strategic measures
  • A multi-perspective approach to measure development including:
  • How to establish customer focused performance standards and who should be involved in developing them.
  • Why standardizing performance is critical to the success behind performance management
  • How to use the $COPE Performance areas and 5 step analytical perspectives to systematize issue Discovery.
  • How to avoid questions that immediately turn business owners off
  • How to cascade the measurement process across all levels of an organization which helps to establish line of sight ownership and measurement accountability
For over 20 years Mentor Plus has been focused on the well being of small businesses. Rather than work with them one by one (as we did for many years) we chose instead to empower accountants with the knowledge and resources needed to be a great business advisor.