Seminars, Partner Retreats & Speaking Engagements

Steve's Seminar Dates...

2011 Course Title Client/Organization  Venue
18th & 19th February Keynote Address 20/20 Asia-Pacific Annual Practitioners' Conference* Sydney, Australia
10th January Making The Most of New & Social Media For Your Firm Institute of Chartered Accountants of Manitoba The Fairmont Winnipeg Hotel
11th January Best Practices For Running Your Practice Institute of Chartered Accountants of Manitoba The Fairmont Winnipeg Hotel
2010 Course Title Client/Organization  Venue
9th February Partner Retreat Private CA Firm* Blue Mountain
10th May Building Intelligent Business Tour CCH Canadian Ltd Halifax
12th May Building Intelligent Business Tour CCH Canadian Ltd Toronto West
13th May Building Intelligent Business Tour CCH Canadian Ltd Markham
18th May Building Intelligent Business Tour CCH Canadian Ltd Calgary
19th May Building Intelligent Business Tour CCH Canadian Ltd Edmonton
20th May Building Intelligent Business Tour CCH Canadian Ltd Vancouver
3rd June Best Practices Panel Session EPR National Conference* Edmonton
18th & 19th September Partner Bootcamp
- BIG WEEKEND
Partner Bootcamp - click here to reserve your places Oakville
20th September Building Intelligent Business Tour CCH Canadian Ltd Ottawa
22nd September Building Intelligent Business Tour CCH Canadian Ltd St. Catharines
23rd September Building Intelligent Business Tour CCH Canadian Ltd Toronto
24th September CGA Ontario's Practitioner's Convention
- Practice Management Session
CGA Ontario* White Oaks, Niagara On The Lake
27th September Building Intelligent Business Tour CCH Canadian Ltd Saskatoon
28th September Building Intelligent Business Tour CCH Canadian Ltd Red Deer
30th September Building Intelligent Business Tour CCH Canadian Ltd Kelowna
26th October Small Firm Practice Conference, Practitioners' Pot Luck Sessions Institute of Chartered Accountants of British Columbia Vancouver
27th October Marketing For The Modern Practitioner Institute of Chartered Accountants of British Columbia Vancouver
4th & 5th November Keynote Address Porter Hetu National Convention* St. Johns, Newfoundland
10th November Marketing Your Firm in the 21st Century Institute of Chartered Accountants of Ontario Toronto
26th November Buying, Selling Or Merging Your Firm - The Insider's Guide to Getting it Right Institute of Chartered Accountants of Ontario Toronto
30th November Succession Planning Institute of Chartered Accountants of Nova Scotia Halifax
1st December Marketing For The Modern Practitioner Institute of Chartered Accountants of Nova Scotia Halifax
2nd December Best Practices For Running Your Practice Institute of Chartered Accountants of Nova Scotia Halifax
2009      
20th January Marketing For The Modern Practitioner Institute of Chartered Accountants of Ontario Toronto
12th May Best Practices CCH Canadian Ltd Victoria
13th May Best Practices CCH Canadian Ltd Calgary
14th May Best Practices CCH Canadian Ltd Regina
19th May Best Practices CCH Canadian Ltd Moncton
20th May Best Practices CCH Canadian Ltd Hamilton
21st May Best Practices CCH Canadian Ltd Toronto
15th September Practice Innovation Tour CCH Canadian Ltd Toronto
16th September Practice Innovation Tour CCH Canadian Ltd Ottawa
17th September Practice Innovation Tour CCH Canadian Ltd Montreal
21st September Practice Innovation Tour CCH Canadian Ltd Winnipeg
23rd September Practice Innovation Tour CCH Canadian Ltd Red Deer
24th September Practice Innovation Tour CCH Canadian Ltd Vancouver

More dates being added. PD courses are available directly through your Provincial Institute, so keep a look out for these in your Professional Development Catalogue for new dates. The CCH seminars can be booked directly through the cch wwebsite at www.cch.ca.

* Private sessions are not open to the public nor available through the CICA PD Catalouge

See a sample of Steve in action!

Comments from those attending previous courses...

'Fantastic presentation and real life examples'

'One of the best courses I’ve attended!'

'Steve is an extremely knowledgeable expert in the public accounting marketing field, and a very enjoyable presenter.'

'Review of client perspective versus accountant’s perspective very valuable'

'Appreciated support in value of service – good ideas on how to get this across to clients.'

'Some great networking tips'

'Steve was very knowledgeable and an excellent instructor added tremendously to the value of the course.'

'Interesting course leader with good slides and practical examples – very good!'

'Presenter made all the difference'

'Approach was well given at a level that was understandable and such that the tools presented could be implemented.'

'Real life strategies to improve my practice'

'The suggested reading was great advice'

'Very enjoyable. Some great ideas and suggestions.'

'Great passion and enthusiasm. A treat!'

'Presenter was well educated in area, very experienced and gave hands-on experience that we can understand.'

Course Titles...

  • Succession Planning For The Practitioner - An Sider's Guide To Making A Deal
  • Marketing For The Modern Practitioner
  • Best Practices For Running Your Practice - Confessions Of An Accounting Firm's Consultant
  • Getting More Referrals
  • Creating A Marketing Mindset For Your Firm
  • Selling Skills For The Growth Focused Firm
  • Quantum Leap - How To Take Your Firm From Good To Great (As Jim Collins Says)

Breaking News...

In 2004 our President & CEO, Steve McIntyre-Smith was appointed to the faculty of The Institute Of Chartered Accountants Of Ontario, and is now teaching for the ICAO. In 2005 the word spread, and he now runs courses for the Institute of Chartered Accountants of...

  • British Columbia
  • Alberta
  • Manitoba
  • Saskatchewan
  • Ontario
  • Quebec
  • Nova Scotia

Details of Steve's courses, dates and locations are available at www.icao.on.ca (for Ontario) under the heading 'professional development'. For visitors outside Ontario, please refer to your PD catalogue for details.

His last evaluation by those attending his 'Marketing For The Modern Practitioner' course gave him the following scores:

Instructor Evaluations:

Presentation Style
96.7%
Subject Knowledge
96.7%
Handling Questions
96.5%
Use of Examples
94.4%
Overall Evaluation
97.6%
OVERALL TOTAL
96.4%

His last "Succession Planning" Seminar scored an even higher, 98.5% approval rate!

© MFA Group Inc, 2003-2010. Email us at steve@mfagroup.com