This course was recorded live at the 2023 New Money Summit.
Kelly Erb will be joined in conversation by Orum‚ Agbeyegbe Hays and Logan Graf to discuss taking your professional profile to the next level. They'll share insights for developing new professional projects related to your field of expertise-things like speaking, writing, education, video content creation, and more. You'll not only learn how to elevate your profile, but how to use that to create new opportunities with clients, customers, and yourself.
Learning Objectives
Upon completion of this course, participants will be able to:
Name at least three areas outside of the traditional space where tax professionals can add value;
Identify potential ethical and practical pitfalls of working outside the traditional tax space; and
Understand the importance of setting goals and finding your voice in the profession
Major Topics
Goal Setting
Adding Value to Tax Profession
Finding Voice within the Tax Profession
