About Our Program

HAVE YOU EVER BEEN TO A WORKSHOP THAT PAYS FOR ITSELF IN A SINGLE ENGAGEMENT?
WELL, THIS ONE DOES. 

What's the APM® Essential Skills Workshop?

This workshop is a deep, practical dive into modern pricing approaches that help CPA & CA firms price with greater confidence, clarity, and control—without "time" as their basis.

Developed by CPA-firm pricing and positioning thought leader Michelle (Golden) River, Advanced Pricing Methods® (APM®) has been tested and implemented by firms ranging from $4 million to $2 billion in revenue, with consistently strong results.

The APM® Essential Skills Workshop covers the foundational building blocks of effective pricing, including pricing models and definitions, the worth-mindset, scoping techniques, option-pricing basics, and communicating worth. You won’t just learn the concepts—you’ll apply them hands-on in breakout groups, experiencing firsthand how these approaches change both pricing conversations and client outcomes.

This workshop is designed for professionals who want pricing conversations to feel more consultative, more intentional, and far less stressful—for both the firm and the buyer.

What will I learn?

After participating in this workshop, you’ll be equipped to design holistic, cross-functional, three-option proposals that are purpose-driven and well-scoped. You’ll be better positioned to command stronger price points while protecting scope—and to communicate ROI in language that resonates with buyers.

You’ll leave with practical tools and frameworks you can use immediately, including:

  • A simple project-mapping process to create high-level work plans with milestones and decision points
    • Multiple scoping techniques designed to improve profitability and reduce friction between the firm and the customer
    • At least three proven methods to uncover buyer's goals, challenges, and desired outcomes
    • The complete 6-step APM® process for building integrated service offerings that routinely elevate advisory sales so you have even more positive impact on clients.
    • A step-by-step approach to creating your project-tier master documents you can reuse and refine for future proposals


Instructor

Michelle (Golden) River CEO, Fore LLC

Michelle designed Advanced Pricing Methods® to help firms learn to leave the hourly billing model behind and begin pricing based on worth. She's personally instructed this workshop 70+ times to more than 2600 professionals. Read her full bio at the link below.


What to Expect

This Workshop is unlike CPE... it's dynamic and fast-paced. It will change how you see your practice and transform the way you do business.

Day 1 is pretty intense and mind-bending. You will be TIRED at the end of Day 1 from stretching your brain. But it's a GOOD tired!  You'll participate in a couple lengthy group exercises along with some table discussion and lecture-style teaching. 

Day 2 is more relaxed while the learning continues. We deconstruct the closing exercise from Day 1, bringing more clarity to the strategy behind the process you've learned. And we do a deeper dive into understanding and communicating "worth to the customer."

You won't need a laptop. In fact, we discourage distracting technology during the workshop, but do feel free to bring your favorite note-taking device. Note paper will be provided. 

Participants each receive an APM® Essential Skills Workshop Participant Guide (48-page, full-color booklet) plus a downloadable toolkit with electronic templates to get you started.


Bottom line...

Today's accounting professionals are the 5th generation of practitioners taught "we sell time." 
This workshop breaks that mistaken belief 
and provides the detailed roadmap for what to do instead. 



Venue & Lodging

We selected a Central US location for ease of access. Enjoy springtime in Chicago!

VENUELODGING
Illinois CPA SocietyMany Properties Nearby
550 W. Jackson, Suite 900
Chicago, IL 60661-5742
On your own to stay where you prefer. Several options at varying price points. Some are in walking distance.
Near Union Station at the border of West Loop and Downtown. Greek Town is adjacent.
Hilton Garden Inn, Homewood Suites, Crowne Plaza Chicago West Loop, Holiday Inn & Suites, The Midland Hotel, The Canopy, JW Marriott, The LaSalle Chicago, and more.


Workshop Schedule

  • April 28 - Check in & breakfast at 8am, Kickoff promptly at 8:15. Breaks around 10 & 2. Lunch ~12:15-1pm. Wrap at 5pm.
  • April 29 - Breakfast at 8am, Begin at 8:15. Breaks around 10 and 1:45. Lunch 12-12:45. Wrap at 3pm.


Who Should Attend?

This workshop is designed for CPAs or Chartered Accountants, and other service providers in CPA/CA firms at the partner, director, manager or senior associate level. We also welcome C-suite and other operational employees who guide & support their firms. 

This intimate workshop has limited seating so registration is restricted to owners or employees of CPA/CA firms. If you're not sure if this applies to you, BEFORE you purchase registration, please call 661-360-7968 to confirm. Thank you! 



Register

ONLINE REGISTRATION IS NOW CLOSED.
TO FIND OUT IF THERE IS SPACE FOR WALK-INS, EMAIL: [email protected]





Attendee Information



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