Cross-Selling: What is Your Firm's Lifetime Value to its Clients? SPONSORED BY:               We've been taught for two decades to compute the lifetime value of a client. But what about the firm's lifetime value to its clients? Many firms report less than desirable results from their cross-selling initiatives. Is this because we are trying to sell what we offer, rather than what clients want and need? This program will offer proven strategies on implementing a unique Value Proposition that enables firms to increase their lifetime value to clients, thereby earning more loyalty and profitability. For a detailed description of the Webinar, please click here. Who Should Attend Any leader interested in increasing the effectiveness of the firm's client loyalty, lifetime value, and profitability. What You Learn Why you should focus on maximizing clients' profitability What clients really buy The 7 risks clients analyze before hiring your firm From zero defects to zero defections----increasing client loyalty What is beyond Total Quality Service? Loyalty economics: offering Unlimited Access, a Service Guarantee, and bundling Key Predictive Indicators for client and firm behavior that enable firms to increase its lifetime value to clients Benefits of Attending Learning how to sustain a competitive advantage Gain an understanding of why clients hire and fire CPAs Obtain a focus on your firm from the client's perspective Level of expertise needed: Basic Prerequisite:  None Advanced Preparation:  None This is a group Internet-based offering. The instructional method will be lecture with active group participation and will use visual aids.     Registration closes at 5pm ET the day prior to webinar. Click webinar date by your membership level to register. Professional Members: $0 8/25/10    11/3/10 Premium Members: $99 8/25/10    11/3/10 Standard/Non-members: $275 8/25/10    11/3/10 Click here for membership details and to become a member. Professional Membership ($299 per year) is the most cost effective level for multiple Webinar attendees. To view our catalog of over 80 presentations in 2010, click here.       Ronald J. Baker started his accounting career in 1984 with KPMG Peat Marwick's Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute, a think tank dedicated to teaching Value Pricing to professionals around the world. Ron is the author of the best selling book Pricing on Purpose:  Creating and Capturing Value (John Wiley & Sons, Inc., 2006).       8/25/10 repeated 11/3/10 1:00-2:40 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.

CPA Leadership Institute, Inc. . 200 East Randolph Street . 24th Floor . Chicago, IL 60601 Phone/Fax: (888) 406-0088 . www.cpaleadership.com . webmaster@cpaleadership.com