Firms can no longer rely on past success to carry them forward. Clients and employees have more choices than ever before. To thrive in the new environment, firms need to be able to offer services that are enticing to both clients and firm members. Join John as he shares insights on how to analyze your current offerings and continue to rethink, reinvent and continuously improve them, so you can become more forward‐thinking, responsive and advisory. Course Completion Instructions: To successfully complete this course, you will need to watch each of the three course modules and successfully answer the corresponding review question following each module. After viewing each module and completing the review questions, the knowledge you have gained from the course materials will be tested by responding to five final questions. You must pass this final assessment with a grade of 70% or higher to receive credit for the course. We have provided a glossary of terms so you can look up the definition of any unfamiliar words. We have also provided a course index and table of contents so you can easily review information and/or search the course. Included Course Components: · Course Discussion Questions · Course Index & Table of Contents · Course PowerPoint · Glossary of Terms Your Satisfaction Is Our Goal As with everything Upstream Academy does, your satisfaction is guaranteed. If you are not completely satisfied with the value you receive, we will, at your option, either refund your money or accept a portion of those fees that reflects your level of satisfaction. For more information regarding administrative policies such as complaints, please contact us at info@upstreamacademy.com or 406-495-1850. Upstream Academy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.