What Is the Why
We have a large body of knowledge that teaches us how to do the work, but few resources that teach us how to get the work.
And today, our marketplace is more competitive, our leads, prospects, clients, and referral sources are more knowledgeable, and we vie for attention with DIY websites. Our audience questions our value (pricing) and wonders what more we have to offer.
We need a community to help each other … a forum to discuss the things that are really keeping us up at night.
So that is why I created this webinar series. The purpose is to present live, online interviews with an incredible line-up of seasoned BVFLS practitioners who will share their experiences, insights, and secret sauce about how they built their practices and what they would do to promote their firms if they were starting over today. My hope is that these interviews will arm you with strategies, tactics, and tools that can elevate your practice development results.
Unless otherwise noted, all webinars have an intermediate program level, don’t require advanced preparation, qualify for one hour of CPE credit, and begin at 1pm ET.
The People Behind the Scenes
The creator and host of the INSIDER webinar series is Rod Burkert. Rod is the founder of Burkert Valuation Advisors, LLC. He performs appraisals for companies operating primarily in the manufacturing and distribution industries and focusing on assignments for income/gift/estate matters and partner/shareholder disputes.
Between 1996 and 2005, Rod was a member of and a lead instructor for NACVA’s Consultants Training Institute, which develops and presents professional education courses on business valuation and related practice areas at training centers throughout the United States. Missing the classroom environment, he rejoined NACVA’s teaching circuit in 2011 to teach classes in the art of report writing. Rod is a recipient of various NACVA instructor awards, including Circle of Light (the highest distinction given to NACVA instructors) and Instructor of the Year, and has been named one of NACVA’s Outstanding Members. He is also a past chairman of NACVA’s Executive Advisory Board and Education Board. He was designated a “Pioneer of the Profession,” as part of NACVA’s Industry Titans awards at their June 2016 Annual Conference.
Rod also writes a weekly practice development/management newsletter tailored to the BVFLS community. If you’re interested, you can subscribe at RodBurkert.com … if not, no problem!
The Chief Webinar Officer and co-host of the INSIDER webinar series is Danielle Perumean. Nelly has over 15 years of learning and development experience working with well-known companies in hospitality, high-end retail, and financial consulting. She has led a variety of learning initiatives including virtual and instructor-led facilitation, instructional design, systems implementation, and ROI reporting.
Nelly thrives on simplifying complicated information to broaden understanding which stems from her Bachelor’s degree in Accounting followed by a Master’s degree in Adult Education and Training. Nelly also teaches yoga and is a member of her local Junior League chapter.
CPE Information and Policies
Burkert Valuation Advisors, LLC (BVA) 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 at www.nasbaregistry.org.
Unless otherwise indicated all programs in the INSIDER webinar series meet the following criteria:
- Program Level: Intermediate
- Delivery Method: Group-Internet based
- Prerequisites: Basic understanding of marketing and practice development skills.
- CPE Credits: 1.0
- Field of Study: Communications and Marketing
- Advance Preparation: None
Attendance Policy: To be eligible for Continuing Professional Education (CPE) credits, attendees must (1) be logged into the webinar for 83% of the time (50 minutes out of 60 minutes) and (2) answer a minimum number of three polling questions.
Record Retention Policy: BVA will retain program and participant records for five years. For each webinar, these records will include the following: date of live interview; name of guest interviewed; PDF of PowerPoint slides used; mp4 file of recorded interview; PDF of relevant show notes; list of participants; course evaluations; and amount of recommended CPE credit.
Refund, Cancellation, & Transfer Policy: Refunds requests must be received via email at support@RodBurkert.com at least one week prior to the date of the webinar. In the unlikely event a course is canceled by BVA, the following steps will be taken: (1) all registered participants will be notified via email of the course cancellation and (2) registered attendees will be automatically enrolled in the next offering with an option to cancel with a full refund. Attendees may cancel registration at least one week prior to the date of the course. Attendees will be encouraged to keep their registration and view the recording or reschedule for the next offering. Registered attendees may transfer their registration to another person up to one day prior to the date of the course.
Complaint Resolution Policy: BVA will make every attempt to resolve complaints to the customer’s satisfaction. The customer service department will handle calls at 605-646-3733. Danielle Perumean is responsible for complaints relative to CPE and can be initially contacted via email at support@RodBurkert.com.
Course Update Policy: The webinar interviews will be a one-time offering and will not be presented again after the original broadcast date. No updates will be made to the content.
For further details regarding CPE information and policies, please contact support@RodBurkert.com.