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Developing Trust, Business, and Your Network - A Discussion & Workshop

We’ve all heard the ProVisors mantra of Know, Like, Trust, and Refer. But how do we actually develop trust, and why does that matter for us in growing our businesses and networks? That’s where inclusion comes in. Whether it’s our business organization or our ProVisors groups, inclusive environments improve recruitment, retention, problem-solving, business generation, innovation, and creativity.


In this interactive program for ProVisors members, Dr. Rachel Boehm of RB Strategies will tell us from an organizational psychology perspective why trust and inclusion fail and how to intentionally build them in your groups with Science-Backed, People-Proven® actions you will practice in session. If you are a ProVisors member looking to improve your networking skills and generate more business from your clients, or if you are a ProVisors group leader looking to accelerate commerce within your group, please join the ProVisors national D&I Committee for its first national program focused on increasing commerce through diversity and inclusion.

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May 7

Navigating Turbulence: How CPAs Can Actually Reduce Stress (Not Just Manage It)

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May 26

Fixing Feedback: How to Give & Get More Effective Feedback at Work