Enhance your existing practice development skills so you become better at building and growing your book of business.
The INSIDER webinars are designed to elevate your practice development skills and help you grow your client base with greater efficiency and confidence. Led by Chris Mercer, FASA, CFA, ABAR, and CEO of Mercer Capital, this exclusive series offers a behind-the-scenes look at the proven methods he used to build one of the most respected valuation firms in the country.
You’ll gain practical insights into establishing authority, winning better clients, and maximizing profitability—all while avoiding common missteps. Whether you're a seasoned professional or looking to take your practice to the next level, these webinars provide the tools, strategies, and mindset shifts needed to get more work, get better work, and reduce frustration along the way.
TURN THE PRACTICE YOU HAVE INTO THE PRACTICE YOU WANT!
Rod Burkert, CPA, CVA is the founder of Burkert Valuation Advisors, where he has been practicing solo since July 2000. His traditional practice assists individuals, businesses, and attorneys determine or resolve questions of value. He also coaches BVFLS professionals on business development so they can grow their practices faster and smarter. And by leveraging technology, social media, and his professional network, Rod has built a location-independent consulting practice that has allowed him to travel full-time throughout the United States and Canada in an RV with his wife and their two dogs for the past 10 years. Rod was named a “Pioneer of the Profession,” as part of NACVA’s Industry Titans awards at their June 2016 Annual Conference.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
