Trusted Advisor Program

Unlock New Client Opportunities: Join AMCI’s Trusted Advisor Webinar. AMCI is pleased to invite you to our upcoming webinar: Trusted Advisor Program: Opening Doors to New Client Opportunities for AMCs.

Trusted advisors—CPAs, attorneys, investment professionals, and others—are often the first to spot when an association is experiencing operational, financial, or governance challenges. They are also the expert association leaders turn to when evaluating new solutions, including the AMC model.

 

AMCI’s Trusted Advisor Program:

Opening Doors to New Client Opportunities for AMCs

Tuesday, January 20th I 2:00 PM ET

 

AMCI’s new Trusted Advisor Program equips members with practical tools to help these professionals recognize when the AMC approach can best support their clients.

During this session, you’ll learn:

  • The purpose and vision behind the Trusted Advisor Program
  • Resources available to help AMCs engage with advisors
  • Practical ways to use the toolkit to build stronger connections and expand awareness
  • How your feedback will shape the next phase of the program

Don’t miss this opportunity to strengthen your outreach and advance the growth of the AMC model across the association sector.

Register Here 

 Featured Presenters 

 

 

 

Dan Barnes, CPA
Founder/Chief Brand Officer
 Barnes, Givens & Barnes 

 

 

 

 

 

 

 

 

Megan Woodburn, CAE
Founder and Co-CEO
Strategic Association Management

 

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