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Event Information

Becoming a Conscious Advisor: The Energy of Money | 4194250A CANCELED
Date: November 18, 2019
Event Start time: 10:00 AM   End time: 12:00 PM
Location: San Francisco Peninsula

Facility: CalCPA Boardroom - Burlingame
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Member:       $75
Nonmember: $101

CPE Credits:

2.00 CPE: Continuing Professional Education Non-Technical


Financial conversations are bound to be emotionally and energetically charged. Warren Buffet says “If you can’t control your emotions, you can’t control your money.” We offer that if you don’t understand the energetic currency of money, you can’t appropriately advise your clients on their financial matters nor deliver your greatest value to the world. This course will enhance your awareness of the underlying dynamics of money and empower you to become the ultimate trusted business advisor. 
 
Do you dread delivering “bad” financial news to your clients or colleagues? Have you gone in to money conversations holding your breath? How often do you feel drained after leaving client meetings or completing projects? Why do you hold on to work that bankrupts your energy reserves? 
 
Bring your current money and/or clients challenges and receive professional coaching to support you. Consciousness is more than an esoteric buzzword. It is the ability to see your own self and your clients in a deeper, more meaningful way.  
 
To create the right space for what is sure to be an initiative and informative conversation, this first course will be only offered live.
 
Early registration is encouraged to ensure your seat at the table. This event is limited to the first 20 registrants.

Objectives:
Recognize behavioral finance and the evolution money
Identify the various money archetypes to deepen awareness of yourself and the client perspective
Identify practical tips for conscious client meetings
Recognize your emotions when delivering “bad” news
Discover the art of self-care for money workers

Major Subjects:
Where did money come from and what can behavioral economics teach us about human behavior?
What is your money story, what is your clients’ story, and what happens when they collide?
How do you prepare for client meetings or projects? What practices would empower you to deliver even greater value?

Level of Difficulty:
Overview

Field of Interest:
Communications and Marketing

Prerequisites:
None

Designed For:
CPAs, accountants, financial professionals and staff.

Advanced Prep:
None

Event Notes:
Pay the lowest price and save up to 60% with the CalCPA Education Foundation’s discount programs.