Principa University: Events & Training

new member

new member

Events Calendar
Accountants' Boot Camp
Practice 2020 Conference
David Maister
Build a Great Firm In Difficult Times
Principa Briefing Sessions
Advisors' Boot Camp
Member Momentum Sessions
Principa U Testimonials

Membership Flyer
Accountants' Success Stories
Upcoming Events

Free eBook - The Business of Public Accounting | Volume 1, 2 & 3
A Day with the Disrupters - 24/7 Online Learning Portal
Free eBook - Million Dollar Firm


  • Positioning Principa tools & services with your clients & prospects
  • Delivering coaching & consulting services to your SME clients
  • Dissecting a successful coaching engagement: Case Study
  • Group brainstorming for your toughest consulting challenges
  • Open forum discussion: free-flow Q & A session
  • New tips for generating a ROI on Principa Membership.
  • What's new for you from Principa.
The Principa Momentum Sessions bring together members from across your region to learn more about the Principa resources and how to best implement them with your team and with your clients. Best of all, we've priced this workshop so low you can't afford NOT to bring your team and have them receive first-hand training by the Principa team.

Here's what just a few of the Principa delegates said about our recent Momentum session...

"The day after the Momentum Session I had a great result using Game Plan. The client was very impressed, said that it analyzed their business perfectly and they signed up for quarterly meetings at $1,250 a pop.

Using only the three reports that you recommended, we spent two hours of fast-paced Q&A and they requested four additional engagements because of today's meeting! I sold these ideas using the concepts gained in the Momentum Session."
           Tom Vermeulen, California

"I really enjoyed how the session pulled us together. The open discussions were great." class="content-text-small">               Marlene Franke, Illinois

This program is suited to any of your team members who have the ability and the desire to extend their role into the delivery of value added services and to continue their professional development.

We've deliberately kept your investment in this workshop at rock-bottom to enable you to bring along all team members who are charged with helping you implement.
Principa is an approved NASBA provider of continuing education credits. North American delegates who complete this program will be eligible to claim 6 CPE credits.

NASBA field of study: Management Advisory Services and Business Management and Organization.

Participants from other regions are entitled to claim Continuing Professional Development / Education credits from their local society or officiating body after attending this program.

Recommended credits = 6.
Very much a 'workshop' based on sharing and exchanging experiences and knowledge with your peers, the Momentum Session gives you the opportunity to network and connect with your Principa peers and the Principa team.

The momentum sessions are all about you and your team, and as such, the agenda changes for each session and is largely driven by you and your peers.