Becoming a Conscious Advisor: The Energy of Money | 4194250A CANCELED

Date :
November 18, 2019 10:00 AM - 12:00 PM
Location :
San Francisco Peninsula
Facility :
CalCPA Boardroom - Burlingame
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Level of Difficulty :
Overview
Member Price :
75.00
Nonmember Price :
101.00
CPE Credits :
CPE 2.00
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Financial conversations are bound to be emotionally and energetically charged. Warren Buffet says “If you can’t control your emotions, you can’t control your money.” We offer that if you don’t understand the energetic currency of money, you can’t appropriately advise your clients on their financial matters nor deliver your greatest value to the world. This course will enhance your awareness of the underlying dynamics of money and empower you to become the ultimate trusted business advisor. 
 
Do you dread delivering “bad” financial news to your clients or colleagues? Have you gone in to money conversations holding your breath? How often do you feel drained after leaving client meetings or completing projects? Why do you hold on to work that bankrupts your energy reserves? 
 
Bring your current money and/or clients challenges and receive professional coaching to support you. Consciousness is more than an esoteric buzzword. It is the ability to see your own self and your clients in a deeper, more meaningful way.  
 
To create the right space for what is sure to be an initiative and informative conversation, this first course will be only offered live.
 
Early registration is encouraged to ensure your seat at the table. This event is limited to the first 20 registrants.

Objectives:

Recognize behavioral finance and the evolution money
Identify the various money archetypes to deepen awareness of yourself and the client perspective
Identify practical tips for conscious client meetings
Recognize your emotions when delivering “bad” news
Discover the art of self-care for money workers

Major Subjects:

Where did money come from and what can behavioral economics teach us about human behavior?
What is your money story, what is your clients’ story, and what happens when they collide?
How do you prepare for client meetings or projects? What practices would empower you to deliver even greater value?

Advanced Prep:

None

Misc. Information:

Pay the lowest price and save up to 60% with the CalCPA Education Foundation’s discount programs.
Level of Difficulty:
Overview
Field of Interest:
Communications and Marketing
Prerequisites:
None
Designed For:
CPAs, accountants, financial professionals and staff.

Instructors

Robina Lorene Bennion, CPA
Robina has combined her 25 years of accounting experience with her passion for helping others and designed a business around speaking, educating and advising people and businesses about money, beliefs, and purpose. With a foundation in behavioral money coaching, Robina guides clients towards a new awareness around how their own behaviors, patterns, and beliefs around money may be showing up in their personal / professional relationships and teaches them tools to create new results and transform goals into reality. With those same tools her clients become better employers, managers, and advisors to their clients. Robina also donates time to local organizations to educate youth about money tools and the importance of valuing self-worth over net worth.
Joseph A Forlenza, CFP, CPA
Joe Forlenza is a financial advisor holding the designations of Chartered Retirement Planning Counselor and Certified Financial Planner and specializes in retirement planning. Mr. Forlenza is a member of CalCPA, president of the San Diego Chapter and serves on CalCPA Council.
Amber Patrice Setter
Amber Setter is passionate about the development of leaders from the inside out. She is available for speaking engagements, training workshops, and private coaching. Setter coaches leaders at all levels, from staff to partner, and dreams of the day when all organizations will choose to hire coaches for everyone and not just a few executives at the top. With ten years of experience in the public accounting profession, Setter excels in her work with professional services firms, and is inspired by opportunities that advance the development of the whole person rather than just one’s technical proficiencies. Setter has her master’s degree in leadership studies from the University of San Diego and her bachelor’s degree in accounting from San Jose State University. She is a CPA and an International Coach Federation (ICF) Associate Certified Coach (ACC). Setter is on the board of trustees of the CalCPA Education Foundation, and is a mentor coach for Accomplishment Coaching.

Materials:

  • Materials - eBook
  • Materials - Hardcopy Textbook