People Advisory Live Certification

Strengthen your firm with training the whole team will love.

Get your entire team People Advisor certified with a live, personalized training program built exclusively for you. Available to our most valued partners only.

Interested? Contact your Partner Advisor

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Coaching

Direct coaching by an expert People Advisor

Computer Desktop

Knowledge

Improved payroll, benefits, and software knowledge

Watering Can

Development

Hands-on skill practice, 5.0 CPE credits, and a badge

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Teamwork

Opportunity to energize and reconnect with your team

Build a team of People Advisors with Gusto’s Live Certification.

Future proof your firm
Expand your offerings, grow your revenue, and attract the best talent with modern people operations advising.

Level-up your skills.
Your team will learn hard and soft skills, get hands-on practice, and earn 5.0 CPE credits and a badge once training is complete.

Bring your team together.
Employees get a $25 Uber Eats lunch credit, a chance to win swag prizes, and a fun new way to master skills together.

Meet your team’s people
advisory coach.

Your team’s private training session will be led by one of these three certified People Advisors. They’ll be there to share their expertise and guidance throughout the day.

Certified People Advisor

Carla Caldwell

Carla Caldwell is the founder and CEO of Caldwell Consulting & Training focused on modernizing accounting teams everywhere. In addition to running her own practice, Carla is a member of the Intuit Trainer Writer Network. She’s taught nationally and internationally for more than 20 years, including industry conferences like Scaling New Heights and QuickBooks Connect. Ask her about her upcoming half marathon.

Certified People Advisor

Nayo Carter-Gray

Nayo Carter-Gray built 1st Step Accounting, in hopes of Making Accounting a Little Less Taxing® for small business owners. She’s an expert trainer with experience as an Enrolled Agent and QuickBooks Online Advanced Certified Pro-Advisor. Nayo was named one of Hubdoc’s Top 50 Cloud Accountants in North America (2017, 2018), and sat on the 2018-2019 Intuit Accountant Council. She was also named one of Forbes Top 100 Tax Twitter accounts to follow, and is listed as one of the Top 50 Women in Accounting by Practice Ignition. Ask her about Coca-Cola slurpees.

Certified People Advisor

Arthur Garcia

Arthur Garcia is co-founder of the Contabi Alliance, and COO of SOMOS, furthering tailored health and drug discovery for more than 650 million Latinos. He’s been twice recognized as a Top 20 Under 40 influencer by CPA Practice Advisor and has consulted hundreds of accounting firms throughout his career. Arthur is also a published author, with work featured in the book Hispanic Stars Rising: The New Face of Power. Ask him about the cupcake battle of 2013.

People Advisory Certification expanded my team’s expertise and gave us deeper insight into what clients and their employees’ value.
Tim Cofrin
Aprio Cloud

Here’s what’s on the agenda.

1. Welcome!

Flower

Meet your coach and prepare for the day ahead. You’ll learn more about people advisory services and why they’re such an essential part of building client relationships.

2. Morning sessions

Dollar Sync

See how payroll can be a springboard for people advising. You’ll get a crash course on payroll and compliance basics and learn to master Gusto’s software.

3. Lunch

Hotdog

After a lot of brain food, it’s time for actual food. Treat yourself to a $25 Uber Eats credit and enjoy lunch, on us.

4. Afternoon sessions

Flexed Arm

Better understand the benefits and HR aspect of people operations advising. Review case studies and practice advisory conversations with your peers.

5. Wrap up

Compass

Review what you’ve learned, identify how your values as an individual and a firm relate to people advisory, and get ready to put your skills to work.

6. Certification test

Pencil

Take the 20-question test to make your People Advisory certification official. Once you pass the test, you’ll get a People Advisor certificate and badge.

Your questions, answered.

Uplevel your team

Interested?
Contact your Partner Advisor.