2020 Advisory Conference

Converging knowledge and behaviors to deepen client relationships

October 27-29

A message from Terri Ellis - Advisory Conference Co-Chair

What’s different about the 2020 Advisory Conference compared to our past Leadership Conferences? Pretty much everything! The delivery, audience, schedule, agenda and breakout session topics – it’s all new. The Advisory Conference is a virtual experience designed for all client servers (manager through partner level) with a focus on converging knowledge and behaviors to deepen client relationships. We will explore your role as advisors and help your firm advance the client experience by focusing on strengthening advisory behaviors, deepening industry insights and solving business issues. 

Save the Date

Get the dates blocked out on your calendar today! We strongly recommend you block this time on your calendar to be present during the duration of the conference, just as you would for an in-person event.

Who should attend?

• RSM Alliance members

• Firm Foundation members

• Client servers (manager to partner level)

• Functional leaders

Our vision

• Establish a community of client servers

• Help firms advance their client experience with focus on:

  • Strengthening advisory behaviors

  • Deepening industry insights

  • Solving business issues

• Create opportunity for B2B collaboration

• Fall conference is launching point of ongoing programming for client servers

Learning objectives

During the 2020 Advisory Conference, our community will:

• Gain resources and tools to deepen their firm’s client relationships

• Engage with experts to enhance their firm’s industry knowledge

• Build awareness of emerging services to meet evolving client expectations

• Collaborate with peers and service providers to identify client service opportunities

CPE/CPD

Participants will receive CPE/CPD credit for sessions that qualify.

Pricing model

The price of the conference for your firm is based on a percentage of your monthly license fee. Managing partners received a message with the detailed cost of the conference and the opt-in agreement. After the opt-in agreement has been signed and returned by the managing partner, details on how to register will be shared.

If you have any questions about the firm-level pricing model, please reach out to your regional client server.  

Co-Sponsors