In the News


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

CEI at the Winning is Everything Conference in Las Vegas

In January, over 250 accounting professionals gathered to attend the 20th anniversary of the Winning is Everything (WIE) conference. Several of the top thought leaders gathered to share their “future state perspective” on M&A, human capital and technology.

The Client Experience Institute (CEI) shared the latest thinking on how client service models are being re-defined in order to create higher levels of client engagement.

The workshop included a team exercise on identifying current and future interactions associated with client acquisition, on-boarding, performance and relationship management.

CEI to Present at Two Prominent National Conferences

Co-founders Judy Bodenhamer and Marc Rosen will be presenting to a national audience of firms affiliated with Allinial Global and Leading Edge Alliance during the months of May and June.

The topics being shared with the attendees include:

  • How to create an end-to-end client experience
  • Succession Planning relating to both partners and core accounts
  • Adopting a more intentional advisory mindset

CEI Co-Founders Speak at the Winning is Everything Conference in Las Vegas

January 23-25, 2019.  Judy Bodenhamer and Marc Rosen were honored to be speakers at the Winning is Everything (WiE) conference. The workshop was on the Advisor of the Future.  For nearly 20 years, WiE has been a venue for partners and leaders to come together, brainstorm, and inspire one another. It isn’t enough anymore for accounting firms to simply provide compliance services. Clients expect more strategy, more advice, more trusted advisorship.

CEI Co-Founders Featured on Rea & Associates Podcast

The term “trusted advisor” is thrown around a lot… but what does it actually mean? Also, what should business owners look for to determine the overall quality and effectiveness of their existing advisory relationships?

We’re going to get a little introspective on today’s show. Marc Rosen and Judy Bodenhamer, founders of the Client Experience Institute in Cleveland, Ohio, will talk about the advisors of the future and how professionals can leverage their existing network to move their relationships “beyond success to significance.”