Mindshop’s Guided Advisory Fundamentals Program has now concluded for 2024. To register your interest for the 2025 program, please click here.
Mindshop’s Guided Business Advisory Fundamentals Program is a complimentary online course and guided webinar series run by Mindshop Experts to accelerate the development of Mindshop member firms’ teams, with the objective of improving business advisory skills and creating an advisory mindset. This program is exclusively for Mindshop member firms’ partners, managers and team members.
1. Managers and partners wishing to get a grounding in business advisory fundamentals.
2. Any team member who wants to improve their communication, listening and problem solving skills.
1. Save time by having Mindshop Experts guide you through the development of foundational business advisory skills.
2. Build greater awareness on business advisory and how the skills can be applied internally or with clients.
3. An opportunity to gain insights from Mindshop Experts and advisors involved in the program.
4. Regular check-ins and prompts by the Mindshop team to ensure you’re progressing through the program.
1. How to build greater structure into client meetings.
2. How to use a range of problem solving and simple strategy tools internally and with clients.
3. How to improve communication and facilitation skills.
4. The five phases of business advisory success.
5. Tips and insights for business advisory success from experts and peers.
1. Running over three months, the program commences with the first webinar on Wednesday July 31 and concludes Monday September 30, 2024.
2. Two 60 and one 90-minute webinars will be run by Mindshop Experts, Dr Chris Mason and James Mason with sessions to cater for Asia Pacific, North American or Europe / United Kingdom time zones. See below for details. Sessions will be recorded for those who miss them.
3. Mindshop will set up access for participants (unless they already have access to Mindshop Online) to the Mindshop Business Advisory Fundamentals online course one week prior to the first webinar. Please contact emily@mindshop.com if you do not receive your access by July 29, 2024.
4. An online certificate will be sent to those who successfully complete the course before September 30, 2024.
5. Program completion should involve the investment of no more than 10 hours over ten weeks.
6. There is no cost to attend for an unlimited number of team members (note: participation is restricted to team members of Mindshop member firms).
Mindshop will provide access to participants (unless they already have access to Mindshop Online) to the Mindshop Business Advisory Fundamentals online course one week prior to the first webinar. Please contact emily@mindshop.com if you do not receive your access by July 29, 2024.
The three webinars will run as follows:
Webinar 1: Wednesday July 31, 2024 – James Mason
Webinar 2: Thursday August 29, 2024 – Dr Chris Mason
Webinar 3: Thursday September 12, 2024 – James Mason
Detailed agendas and times for each time zone can be found below. IMPORTANT: Pick one time slot per webinar (depending on your timezone) and diarise a day / time for each of the three webinars.
Note: If you cannot make a live webinar you will be sent a recording.
1. Will I get a calendar file to add to my diary for the webinars?
No, the there is a single link for all three webinar sessions, participants simply need to login using this link based on the regional times provided below. We highly recommend participants diarise one session time / date for each webinar based on their timezone.
2. Where is the link to attend the webinars?
A link to the webinars will be sent in the welcome email and reminder emails.
3. Are CPE credits available?
Yes, for North American participants only. CPE credits are only earned when attending the live sessions, not the recordings or course completion. See below for details.
4. What happens if I want to register after the start of the program?
If you would like to register after this program has commenced please contact emily@mindshop.com directly.
5. Will you run another program?
Depending on demand another program will be run in 2025, Mindshop will advisors will be notified by email should this go ahead.
6. What is the time commitment for participants?
Approximately 10 hours over the ten week period.
Detailed Webinar Agendas & Times:
Webinar 1
Date: 31st July 2024
Duration: 90 minutes
Facilitator: James Mason, Managing Director, Mindshop
Regional times for participants to login:
Australasia
Melbourne / Sydney 1.00pm
Brisbane – 1.00pm
Adelaide – 12.30pm
Perth / Singapore – 11.00am
New Zealand – 3.00pm
United Kingdom – 9.00am
North America
PDT – 12.00pm
EDT – 3.00pm
Agenda
• Welcome, how the program will work
• Understanding advisory trends and the five phases of business advisory
• Now-Where-How
• Questioning & Listening skills
• Completing your online courses – setting your goals
• Next steps / questions
Webinar 2
Date: 29th August 2024
Duration: 60 minutes
Facilitator: Dr Chris Mason & James Mason
Regional times for participants to login
Australasia
Melbourne / Sydney / Brisbane – 1pm
Adelaide – 12.30pm
Perth / Singapore – 11.00am
New Zealand – 3.00pm
United Kingdom – 9.00am
North America
PDT – 12.00pm
EDT – 3.00pm
Agenda
• How are you progressing?
• Four step problem solving process
• Running an effective meeting
• Effective meetings case study
• Next steps / questions
Webinar 3
Date: 12th September 2024
Duration: 60 minutes
Facilitators: James Mason
Australasia
Melbourne / Sydney / Brisbane – 1pm
Adelaide – 12.30pm
Perth / Singapore – 11.00am
New Zealand – 3.00pm
United Kingdom – 9.00am
North America
PDT – 12.00pm
EDT – 3.00pm
Agenda
• How are you progressing?
• Advanced problem solving
• Tips and techniques for applying in the field – using diagnostic tools
• The advisor of the future
• Finishing the courses
• Success stories
• Next steps / questions
For further information about the Mindshop Guided Business Advisory Fundamentals Program contact emily@mindshop.com
Nb. CPE credits are only earned when attending the live sessions, not the recordings or course completion. To gain the full 3.0 CPE credits you will need to attend the live webinars and complete a survey that will be sent out at the completion of the final webinar on Thursday 12th September 2024.
Delivery Method: Group Internet Based Program Level: Basic Prerequisites: None Advanced Preparation: None Recommended CPE: 3.0 credits Field of Study: Communication and Marketing No fee to attend
Mindshop International 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.
Due to this program being presented free of charge, there will be no refunds issued. For more information regarding refund, complaint and program cancellation policies, please contact our offices at +61 3 8807 0163
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