Delivering Great Client Service SPONSORED BY:   Learn why firms fail to make client service a high priority.  Discover the basics of great client service.  Find the missing tools to accelerate client service in your firm.  Document a plan to make client service the hallmark of how you do business. For a detailed description of the Webinar, please click here. Who Should Attend Partners Human Resources Professionals COO and Firm Administrators  What You Learn Tips and tricks that will protect client loyalty Resources for client care surveys A process to ensure client care does not slip to the bottom of the priority list Benefits of Attending Ensure client retention Identify the client systems working in your firm, and those that need some attention Learn what your clients are really thinking about you and the firm Level of expertise needed - Intermediate Prerequisite - none This is a group Internet-based offering. The instructional method will be lecture with active group participation and will use visual aids. Premium Members $99 Professional Members No charge Standard Member or nonmember email Customer Service, sklug@cpaleadership.com To learn about membership and become or upgrade to a Premium or Professional Member, click here. Note: If you are a current subscriber to CPA Leadership Report, your membership has been converted to Premium and you may use your existing user name and password. $295

Sandra Wiley is COO and Senior Consultant with Boomer Consulting, Inc. assists clients in building teams, managing employee conflict and hiring staff. Sandra also directs Boomer Consulting, Inc.’s annual Human Capital and Learning Symposium™ and offers her services as co-director of the Performance3 Management Program™.     July 21 12:00-1:40 pm Eastern Time   CPA Leadership Institute is devoted to the enhancement of leadership and management development in CPA firms. Its repertoire of tools and reports includes CPA Leadership Report, Leadership Forum Report, Best Practices Tips, the Discussion Forum, the Webinar series, and more. For more information or to become a member, click here. CPE & Participation Hours Entitlement Participants are entitled to 2 CPE credits. For more information, please click here. Refunds will be issued to participants, less a $45 cancellation fee, provided they cancel prior to the day of the event. All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or jshiffrin@cpaleadership.com. CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417.  Web site: www.nasba.org.