In the News

CEI Co-Founder to present at Association of Accounting Marketing 2018 Conference

Over 500 marketing and business development professionals will attend the May 14 – 17 Think Fresh conference in Portland, Oregon. Marc Rosen was selected as one of the speakers and will lead a workshop on Key Account Planning – Winning Strategically: Prospect Planning Protocol for Business Development Professionals. Click here to learn more about the 2018 Think Fresh Conference.

CEI article on “Cognitive Flexibility” featured in March edition of Smart Business Magazine

As a featured columnist, co-founder Judy Bodenhamer shares how client-facing professionals can be more effective in serving internal and external stakeholders by adopting a mindset of enhanced Cognitive Flexibility. Click here to view the article.

CEI article on “Be a Fearless Promoter” featured in January edition of Smart Business Magazine

CEI was selected to author a five-part series on how The Advisor of the Future will create distinction by embodying the characteristics of being a client champion, possessing cognitive flexibility, utilizing communications agility, and serving as a value creator and indispensable partner.

The first article on serving as a Client Champion offers a few insights you can implement to develop a cadence of continuous contribution: Be a Fearless Promoter.

CEI Presented at the 2017 EPI Annual Summit

CEI was honored to be selected as a workshop facilitator at the 2017 EPI Annual Summit for the Exit Planning Institute.  In our workshop, we explored how the professional Advisor of the Future will drive value creation.

CEI Presented at this years’ AICPA Engage 2017 Conference

Over 4000 participants gathered for the AICPA Engage 2017 national conference in Las Vegas and Co-Founder, Judy Bodenhamer, was among a list of talented speakers. In her jam-packed session, A Brand Called You…6 Weeks Strong (Your Brand Boot Camp), she outlined a program designed to yield results for the Professional and their Firm.