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Your playbook for elevating pricing models from cost-plus to client impact
The Profitability Breakthrough
A Workshop for Accounting Firms
Submit InquiryAbout the Workshop
$3,200/person
May 6 - 8, 2026 (More Below)
Location: Park MGM, Las Vegas (3770 Las Vegas Boulevard, Las Vegas, Nevada 89109)
Presenters: Ron Baker, Ed Kless, and Joe Woodard
Join a select group of forward-thinking firm leaders for an intensive, small-group workshop designed to transform the way you approach pricing. Seating is intentionally limited to ensure a high-impact, interactive learning experience! Guided by industry visionaries Ron Baker, Ed Kless, and Joe Woodard, you’ll explore how to shift from outdated models to value-infused pricing strategies that boost revenue, profitability, and client satisfaction. This workshop gives you not just theory, but practical tools you can immediately implement when you return to your office.
This experience will equip you to not only refine your pricing model but to elevate the way your firm delivers impact.
Topics Include:
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Pricing Fundamentals: Understanding how pricing impacts revenue and profitability
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Pricing Strategies: Value-infused pricing, ideal client profiling, and service structuring
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Client Communication: Conveying value and set pricing for new and existing clients
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Client-base Transition: Techniques getting clients to adopt new pricing models
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Securing Leadership Buy-in: Insights into aligning firm goals and client outcomes
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KPIs for Revenue Measurements: Using subscription models to measure pricing effectiveness and predict future revenue
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Client Transformations: Infusing client impacts into your pricing strategy
During this workshop you will receive the following tools to develop and deploy your pricing strategy:
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Value pricing readiness assessment (prepared ahead of the workshop)
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Customized AI agents (i.e., bots) to guide value conversations with clients
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Neinbach analysis (a tool used by professional pricers and CROs)
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Client pricing correction worksheet
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Ideal client (i.e., value-focused client) profile worksheet
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Client cost displacement worksheet (e.g., by sourcing their back office through you)
Register Today
Workshop Agenda
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Wednesday, May 6
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Thursday, May 7
Thursday, May 7
8:00 - 8:30 AM: Breakfast
8:30 - 9:00 AM: Introductions
9:00 – 10:30 AM: Session 1
10:30 – 10:45 AM: Break
10:45 AM – 12:15 PM: Session 2
12:15 – 1:15 PM: Lunch
1:15 – 2:45 PM: Session 3
2:45 – 3:00 PM: Break
3:00 – 5:00 PM: Session 4
5:00 – 5:15 PM: Closing
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Friday, May 8
Friday, May 8
8:00 – 8:30 AM: Breakfast
8:30 – 10:15 AM: Breakout
10:15 – 10:30 AM: Break
10:30 AM – 12:15 PM: Breakout
12:15 – 1:15 PM: Lunch
1:15 – 2:30 PM: Breakout
2:30 – 2:45 PM: Closing
2:45 - 3:00 PM: Break
3:00 – 4:00 PM: Live recording of The Soul of Enterprise (Ron and Ed, with Joe as guest)
Thursday, May 7
8:00 - 8:30 AM: Breakfast
8:30 - 9:00 AM: Introductions
9:00 – 10:30 AM: Session 1
10:30 – 10:45 AM: Break
10:45 AM – 12:15 PM: Session 2
12:15 – 1:15 PM: Lunch
1:15 – 2:45 PM: Session 3
2:45 – 3:00 PM: Break
3:00 – 5:00 PM: Session 4
5:00 – 5:15 PM: Closing
Friday, May 8
8:00 – 8:30 AM: Breakfast
8:30 – 10:15 AM: Breakout
10:15 – 10:30 AM: Break
10:30 AM – 12:15 PM: Breakout
12:15 – 1:15 PM: Lunch
1:15 – 2:30 PM: Breakout
2:30 – 2:45 PM: Closing
2:45 - 3:00 PM: Break
3:00 – 4:00 PM: Live recording of The Soul of Enterprise (Ron and Ed, with Joe as guest)
About the Presenters
Publisher, The Woodard Report, CEO, Woodard®️ and host of scaling new heights®️
Joe Woodard
Read BioEd Kless
MetaConsultant, Tipping Point Advisors
Ed Kless believes that entrepreneurs continue the work of creation and the human flourishing is the purpose of business. To further this belief, Ed works as a MetaConsultant with Tipping Point Advisors. In short, he consults primarily with people who themselves are consultants.
Before Tipping Point, Ed served as the senior director of Partner development and strategy for Sage where he hosted the Sage Thought Leadership Podcast and developed and delivered curriculum for Sage Partners and Customers. Ed also appears on The Soul of Enterprise with “his friend and co-host” Ron Baker, founder of the VeraSage Institute where Ed is also a senior fellow.
Ron Baker
CPA, Author and Co-host of the Soul of Enterprise podcast
Ronald J. Baker began his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Over time, he shifted his focus from accounting to rethinking how professional firms create and capture value. Today, he is the co-founder of THRESHOLD and co-host of The Soul of Enterprise: Business in the Knowledge Economy, where he and Ed Kless explore the evolving landscape of business, economics, and professional knowledge firms.
Ron has written eight best-selling books, including The Firm of the Future, Pricing on Purpose, Measure What Matters to Customers, Mind Over Matter, Implementing Value Pricing, The Soul of Enterprise, and his latest, Time’s Up!: The Subscription Business Model for Professional Firms, co-authored with Paul Dunn. His work has challenged conventional wisdom and influenced how firms around the world think about value and pricing.
A sought-after speaker, he has presented to over 400,000 professionals worldwide, advocating for a shift away from cost-plus pricing to more effective, value-based models. His contributions to the profession have earned him a spot on Accounting Today’s Top 100 and Top 10 Most Influential People list multiple times, and induction into the CPA Practice Advisor Hall of Fame in 2018. He also serves as a faculty member of the Professional Pricing Society, helping organizations rethink their pricing strategies.
Ron resides in Petaluma, California, where, when he’s not writing, speaking, or podcasting, he enjoys a fine Sonoma County wine while contemplating the next economic era—The Transformation Economy—which he believes will redefine how businesses create and deliver value, a vision that inspired the founding of THRESHOLD.
Joe Woodard
Publisher, The Woodard Report, CEO, Woodard®️ and host of scaling new heights®️
As an author, consultant, business coach, and national speaker, Joe has trained over 150,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices.
Joe founded Woodard Events, LLC (aka Woodard® ) a training and resource organization for accounting professionals that provides education, community, and coaching offerings through onsite training events, virtual training events, and intensive, coach-led practice advancement courses. Joe is the host of one of the world's leading training conferences for accountants and bookkeepers called Scaling New Heights®. For every year since 2014, Joe has been recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession.
Joe regularly publishes articles for numerous news sources and media organizations that service the accounting profession, including The Woodard Report™, the media arm of Woodard®) that reaches over 100,000 readers each year.