WEBINAR: February 14, 2019 -- 1:00-1:50 pm EST
Best Practices in Business Development - How to Maximize Performance
Attendees will be given an inventory of generally accepted best practices employed in the business development (sales) segment of the business of CPA firms. Each best practice is accompanied by a description of what it means to be performing at a high level with respect to that best practice by being given practical immediately applicable information.

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.
Who Should Attend
Learning Objectives
Any and all CPA professionals with an interest in learning how to maximize their business development efforts on a personal and firm-wide basis

Marketing and business development professionals for CPA firms

Learn the top 15 industry accepted best practices for business development/SALES that include important topics such as:

  • Having an effective process for responding to RFPs
  • Pipeline reporting
  • Crafting value propositions

Learn how to communicate value/share success stories, strategies for nurturing client relationships and identify additional service opportunities.

Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Marketing
Prerequisite: None
Program Level: Basic
Advanced Preparation: None

Cancel at any time for a full refund.
Cost and Registration
(Click your membership level to register.)
Professional: FREE               Feb 14
Premium/Non-Member: $49    Feb 14
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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.