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 initial program commences Monday March 27 and concludes Friday June 30, 2023.
2. Two 60 and one 90-minute webinars will be run by Mindshop Experts, Dr Chris Mason, Michael Burke 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. Access will be provided to the Mindshop Business Advisory Fundamentals online course by your Mindshop Advisor, please contact them if you do not receive a welcome email by March 27, 2023.
4. An online certificate will be sent to those who successfully complete the course before June 30, 2023.
5. Program completion should involve the investment of no more than 10 hours over three months.
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).
Access to the Mindshop Business Advisory Fundamentals online course will be provided by your Mindshop Advisor, prior to program commencement on March 27th. Please contact the Mindshop advisor in your firm if you have not received a welcome email (you may wish to check your junk mail first).
The three webinars will run as follows:
Webinar 1: Monday March 27, 2023 – Dr Chris Mason and James Mason
Webinar 2: Wednesday April 19, 2023 – James Mason
Webinar 3: Wednesday May 24, 2023 – Michael Burke and 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 provide below. We highly recommend participants diarise one session time / date for each webinar based on their timezone.
2. What 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?
You can register after the start of the program, ask your Mindshop Advisor to do so on your behalf. You will be sent a recording of any webinars missed.
5. Will you run another program?
Depending on demand another program will be run in the second half of 2023, 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 three month period.
Detailed Webinar Agendas & Times
Webinar 1
Date: 27th March 2023
Duration: 90 minutes
Facilitators: Dr Chris Mason, Founder, Mindshop & James Mason, Managing Director, Mindshop
Regional times for guests to login:
Australasia
Melbourne / Sydney 1.00pm
Brisbane – 12.00pm
Adelaide – 12.30pm
Perth – 10.00am
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 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: 19th April 2023
Duration: 60 minutes
Facilitator: James Mason
Regional times for guests to login
Australasia
Melbourne / Sydney / Brisbane – 1pm
Adelaide – 12.30pm
Perth – 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: 24th May 2023
Duration: 60 minutes
Facilitators: Mike Burke and James Mason
Australasia
Melbourne / Sydney / Brisbane – 1pm
Adelaide – 12.30pm
Perth – 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 hillary@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 May 24th 2023.
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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