Executive Leadership Workshops
Special Training Sessions for Managing Partners, Partners, and Operational Leaders
AGN is excited to offer annual Executive Leadership Workshops to help firm leaders sharpen their skills and lead a firm poised for future success. Participants will be equipped with simple yet powerful principles, values and insights that can bring about positive changes to enhance your leadership effectiveness.

2021 Program Information 
Compliance to Advisory Workshop
Wednesday, November 10, 8 a.m. - 4 p.m.
7 hrs. CPE/CPD in Management Services
Cost: $250 (includes all materials, continental breakfast. lunch and refreshments)

(Fees do not include airfare, hotel, and ground transportation) 

We've all been hearing about the accounting profession shifting from a compliance orientation to an advisory mindset. This session is all about understanding why this shift is happening and what firms can do about it! Meant to build on the foundation laid in our 2020 ELW webinar series, be prepared for a highly interactive session that will challenge existing paradigms, present a compelling case as to why firms need to make this shift to remain competitive and walk away with an action plan.

Learning Objectives

  • Learn the importance of moving from compliance to advisory
  • Discuss which foundational elements need to be in place to be successful
  • Define the difference between compliance and advisory services
  • Learn the critical steps in developing a firm with advisory related services
  • Discuss activities which can be taken back to the firm to get the process started

Speaker Bio
Charles Hylan, CPA
The Growth Partnership

Charles joined The Growth Partnership as a Shareholder after dedicating 12 years consulting with, and working in, accounting firms ranging from sole-practitioners to National and Big 5 firms. During this time, Charles spent more than eight years working at Price Waterhouse and Arthur Andersen where he began his career as an auditor before transitioning into a strategic planning and marketing role. Charles entered the accounting consulting industry in 1999 as a Vice President in the Consulting Services division of Waugh & Co.

As a shareholder, Charles’ passion is to help each client succeed as a business owner. To this end, he is a trusted advisor to clients within several areas of TGP’s service offerings, including marketing, strategic planning, partner compensation, partner buy-in/out, partner succession and leadership development.

Charles works closely with TGP clients to create high-impact marketing plans focused on implementation. As a practice management consultant, he draws upon his practical, “can-do” approach to help firms create and execute long-term plans, effective compensation systems and realistic succession strategies. On the leadership development side of TGP, Charles facilitates several different training offerings that equip partners and future partners with the skills needed to successfully manage and lead their firm. Finally, Charles leads the efforts on bringing The Rosenberg Survey, a benchmark report comparing over 100 metrics across nearly 400 firms, to the accounting marketplace.

No matter what service Charles is providing, his passion is to help TGP clients succeed as business owners. Charles is an inspiration to clients due to his unique ability to focus on implementation…the only true way to bring about change.

Charles has been recognized as one of the Top 100 Most Influential People in the accounting profession by Accounting Today and has written articles featured in various accounting publications and has spoken at many accounting firms, associations and other industry meetings and conferences.
Continuing Education Information (CPE/CPD)
Prerequisites:  None
Program Level:  Intermediate
Delivery Type:  Group - Live

Registration:  Online at www.agn.org

Record Retention: 
 All CPE records are maintained in the AGN database for a minimum of five years
Compliance Resolution:  Contact AGN International - North America 
Ashleigh Lambert via email or phone her at 303-743-7880

AGN International - North America Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

AGN International - North America, Inc. is also registered with the Texas State Board of Public Accountancy.