We equip accountants and bookkeepers to generate increases in wealth for their business clients, where that wealth is often financial but could also be less literal forms of wealth like the company’s reputation, culture, infrastructure, and technology. Transformation work can also benefit the business owner directly through improved peace of mind, work/life harmonization, and enhanced leadership skills. Woodard Institute’s Certified Transformative Advisor Program provides certification courses that focus on the key areas shown above in your clients’ businesses.
By completing the core requirements of Operational and Financial Advisory and one additional elective course, you will earn your Certified Transformative Advisory Badge.
Complete all six and earn your Advanced Certified Transformative Advisory Badge.
Most business owners are experts in delivering their service or product to their customers but are not experts in how to operate a small business. Operational Advisory uses operational indicators to measure and track business health and strategic direction. Our CTA’s track business operational health, streamline workflows, measure productions, locate performance deficiencies, detect quality assurance issues, maintain HR compliance... and more!
Annual Subscription
View Schedule
View Syllabus
This course equips you to become a management advisor for your business clients. Management advisory empowers businesses to form effective teams, enhance employee performance, clearly define roles and responsibilities, foster accountability, and build distinctive company culture. Deploy the processes, tools, and strategies from this course to expand your advisory services and to guide your clients to intentionally lead and manage their businesses.
This Workshop is available
through the Annual Subscription
Annual Subscription
View Schedule
View Syllabus
This course equips you to navigate the sometimes intimidating world of technology. It provides the structure to perform a comprehensive technology evaluation, diagnose specific areas in need of attention, and create a Strategic Technology Plan to address them. Gain knowledge, tools and support to guide your clients through technology upgrades and learn to orchestrate internal and external resources. Layout the key milestones of technology deployment, usage and management to optimize your clients ongoing technology management.
This Workshop is available
through the Annual Subscription
Annual Subscription
View Schedule
View Syllabus
Most business owners lack the insights they need to make wise business decisions. Financial Advisory is the natural continuation of client services after you (or the client) complete each bookkeeping cycle. Our CTA’s leverage financial analytics and operational indicators to effectively project and manage cash flow, track financial performance, monitor the client’s financial position, run what/if scenarios, recommend course corrections…and more!
This Workshop is available
through the Annual Subscription
Annual Subscription
View Schedule
View Syllabus
During your 12-month subscription, you may enroll in courses offered through both our Certified Transformative Adivsory Program
and our Practice Transformation Program.
Your 12-month subscription includes access to:
2 ten-week course credits per subscription year
1 credit that can be applied to a four-week Workshop or a Powerday
Weekly ACT (Accountability, Collaboration, and Traction) cohort meetings
© 2022 Woodard Events, LLC All Rights Reserved. Woodard, Tech Makeover and Woodard Institute are trademarks of Woodard Events, LLC. All rights reserved. Scaling New Heights is a registered trademark owned by Woodard Events, LLC. Woodard Network and Woodard Groups are trademarks of National Advisor Network, LLC. All rights reserved. Woodard Consulting is a trademark of Woodard Consulting Group, Inc. All rights reserved.
