In the News


CEI to Conduct Webinar for TAG Alliances

CEI to Present at the Spring 2020 TAG Alliances® International Conference in Philadelphia

Join us in Philadelphia May 6-8, 2020 for this International forum which brings together leaders from the accounting and legal fields. Over 400 professionals will gather to share success stories, seek new ideas and hear about some of the latest trends shaping the future landscape.

The Client Experience Institute will be presenting a facilitated workshop on how to create and curate an amazing client service experience within your firm and how professional service firms can incorporate an intentional client experience mindset throughout the engagement journey.

For more information and to register, click here

CEI Chosen to Present at the 2020 AAM Summit Revolution in Philadelphia

Over 450 accounting professionals will gather on May 5-8, 2020 to advance their perspectives on the latest approaches, techniques and trends that is shaping the future landscape of the profession. The conference will feature a number of keynote speakers and break-out sessions throughout the three-day event.

In conjunction with AAM, the Client Experience Institute will be sharing the latest survey results on the state of readiness for selling advisory services. This is a one of the most talked about subjects as firms seek to create greater relevancy, establish deeper relationships and diversify their revenue base.

For more information and to register, click here