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September 20, 2016: 1 - 2:40pm ET
A New Proposal Process, Stop the Fire Drills |
 Every firm produces proposals regularly, but the process can be inconsistent and challenging, often resulting in scrambling to make deadlines and/or delivering a weak bid package. Join us for this interactive discussion to discuss critical and sometimes forgotten aspects of the proposal process. Gain tips to streamline your process before, during and after that proposal is signed, sealed and delivered to the prospective client. CALL FOR VOLUNTEERS: First come first served! Lisa Tierney has offered to coach two lucky registrants for up to 40 minutes each prior to this presentation. Get top-notch COACHING to help address your important issues on this topic and make an immediate improvement to your efforts - all we ask is that you share your experience with Lisa during the webinar. Coaching session will occur within one week of the webinar. Don't miss this opportunity! Presenter, Lisa Tierney founder of Tierney Coaching and Consulting, Inc is a certified professional coach and an award winning marketing professional with 18 years of experience in providing effective, strategic marketing advice. A leader and motivator, Lisa is extremely effective because of her positive, high-energy, open-minded and non-judgmental approach. She collaborates with her clients to define initiatives and strategy. Her unique coaching style empowers, inspires and enables professionals to make the necessary changes to achieve desired results. |
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Who Should Attend
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Learning Objectives
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| Professional services providers
Marketing & Business Development professionals |
Learn how to secure prospective clients by ensuring you are aware of and ready to address their needs. Learn how to solidify your connection with the decision makers and demonstrate the value you and your firm can provide. Explore the top ten areas of focus around your proposal of services. Learn techniques that will help any firm improve its closing ratio. |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 2 Field of Study: Marketing Prerequisite: None Program Level: Basic Advanced Preparation: None Cancel at any time for a full refund. |
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Cost and Registration
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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. |