Event Classification Questionnaire

Please note, this form is used to classify events, not determine involvement. Based on the score below, the event will be routed to the appropriate leader for evaluation, either Business Development or Office Leader (for Good Neighbor events). Please see Katie Kansky for additional information.

Event Classification Questionnaire

Scoring Key:

  • 7-8: True Business Development Event; Strategy Event - prioritize for BD budget & follow-up
  • 4-6: Hybrid - Needs refinement; Add BD elements or reclassify as Good Neighbor
  • 0-3: Good Neighbor Event; Supports brand/culture/community; no direct revenue

—

Disclosures

“Larson Gross” is the brand name under which Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries) provide professional services. Larson Gross Assurance PLLC and Larson Gross Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Larson Gross Assurance PLLC is a licensed independent CPA firm that provides attest services to its clients, and Larson Gross Advisors LLC provides tax and business consulting services to their clients. Larson Gross Advisors LLC is not a licensed CPA firm. The entities falling under the Larson Gross brand name are independently owned and are not liable for the services provided by any other entity providing services under Larson Gross brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries).

We are members of the Aprio Professional Services+ Practice. As a member, we have access to the Professional Services+ Collaborative, a globally connected community that provides access to an ecosystem of capabilities, collaboration and camaraderie to help professional services firms grow and thrive in a rapidly changing business environment. As a participant in the PS+ Collaborative, we have the opportunity to interact and share best practices with other professional services firms across the U.S. and Canada.

Disclaimer: LG Financial Services LLC is a registered investment adviser in the State of Washington. LG Financial Services LLC may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Note: This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

partnerlogos