|
Members Attend Free
|
Aug 29, 2019: 1-2:40pm ET
|
|
WEBINAR - Best Practices in the Critical Area of Client Service—How to Execute at an Advanced Level
|
 We will review a detailed list of best practices firms implement when looking to assess their client service effectiveness and share some insights of ways for firms to assess their performance vs. the competition. For some firms the definition of client service is limited to processes that define how to deliver the compliance services. A broader definition is essential if good firms want to become great. We will review each best practice in detail and share how firms that do it well execute at an advanced level.Presenter, Larry Bildstein is CEO of The Whetstone Group, Inc. Whetstone's mission is to help CPA firms and professional service firms nationwide find growth and hone their competitive edge. Larry provided strategic leadership as the Regional Managing Partner of a $50 million annual revenue unit within McGladrey. He also was a Client Service Coordinator where he provided business advice, growth consulting, and mergers and acquisitions assistance in addition to tax and financial services to a variety of business owners. Additionally, he has been published in AICPA's The Journal of Accountancy; Partner Advantage Advisory; Guide to Marketing: A Supplement to Accounting Today, Accounting Technology, and Practical Accountant; CPA Leadership Report; RSM McGladrey Network's NetWorks Newsletter; the Institute of Management and Administration, Inc. Partner's Report; CCH CPA Practice Management Forum; and on the Association for Accounting Marketing's website. |
|
Who Should Attend
|
Learning Objectives
|
|
|
Managing Partners Partners Industry and functional specialization leaders Niche champions Those who aspire to leadership roles Any client service provider
|
Understand what effective client service could look like for firms who want to become great firms. Define the best practices in the critical area of client service and details about how to execute at an advanced level. How to maximize the effectiveness of client service including incorporating the voice of your clients in the definition. Able to hear ideas from a veteran client service, CPA firm leader and industry consultant. Implementation of best practices using techniques from other firms that have done it effectively. |
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: Business Management and Organization 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.) |
|
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. |