Win the Professional Table — Free Live Masterclass for CPAs & Firm Owners
Free live masterclass · CPAs, firm owners & professionals · 1.0 CPE

Win the Professional Table

Fee conversations. Client pushback. Scope that keeps creeping. The negotiations you're already in — taught live, no pitch, one hour.
📅 Tuesday, August 25 · 1:00 PM Mountain · Live on CPA Academy
days
hrs
min

Save your seat

You'll be passed straight to the official CPA Academy registration — this step gets you the reminders, the calendar file, and the session worksheet.

Free · 1.0 CPE credit · limited live seats

One hour. Three moves. Real language.

1
The Pause Gap

The half-second that changes a fee conversation mid-sentence — how to create it, on purpose, under pressure.

2
The Walk-Away Number

Set before the call, not discovered during it. A real fee-raise worked start to finish, numbers on screen.

3
Standards, Not Defense

Language for the questioned bill, scope creep, and the rate raise — defending your value without defending yourself.

You'll leave with:

  • The exact words for "we got a lower quote" — and why the reflex answer costs you the most
  • A written walk-away number and deal zone for your next fee conversation
  • The replacement for "we can be flexible on the fee" — the most expensive sentence in professional services
  • Scripts you can use the same afternoon — attendees screenshot the slides for a reason
One ask before you come: bring one real situation — a fee, a client, or a partner conversation you want better language for. This is a working session, and the last fifteen minutes are built from what the room brings.
Philip Danielson, JD

Taught by Philip Danielson, JD — the Negotiation Professor. Author of The Bold Negotiator, Harvard Program on Negotiation Master Class–trained, former Air Force missile launch officer and attorney. His December CPA Academy session drew 500 attendees. No scripts, no hostage-negotiator theater — the professional table, taught by someone who's sat both sides of it.

Quick answers

Is this a sales pitch?

No. One hour of teaching. At the end I'll mention how to keep working with me, in one sentence, and that's it.

Do I get CPE credit?

Yes — 1.0 CPE hour through CPA Academy (attendance checks during the session, per their standard).

What if I can't attend live?

Register anyway — registrants get replay access. But bring-your-situation only works live.

I'm not a CPA — should I come?

If you bill for your expertise — attorney, consultant, advisor, agency owner — this is your table too.

Your next fee conversation is coming
whether you train for it or not.

Save my free seat →
Tuesday, August 25 · 1:00 PM Mountain · Free · 1.0 CPE
The Bold Negotiator · Meso Holdings, LLC · boldcourses.com
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