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CPA Leadership Institute Webinar Series
July 31, 2014 |
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Want to attend?
Become a Professional Member today for only $199 and attend our webinars FREE. We also have affordable group plans.
Contact us today. |
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About CPA Leadership Institute
CPA Leadership Institute's membership includes many valuable tools and reports. Click here for details or to join. |
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CPE Entitlement
Participants are entitled to 2 CPE credits. View our CPE credit policy.
Cancel your registration at any time prior to the webinar for a full refund.
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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On The Web
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Delivering Great Client Service
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT
 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.
 Presenter, Sandra Wiley, is COO and Senior Consultant with Boomer Consulting, Inc. She assists clients in building teams, managing employee conflict and hiring staff.
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Cost & Registration
To register, select the date by your membership level.
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Program Information
Who Should Attend
- Partners
- Human Resource Professionals
- COOs
- Firm Administrators
Learning Objectives
- Tips and tricks that will protect client loyalty and ensure client retention
- Resources for client care surveys
- A process to ensure client care does not slip to the bottom of the priority list
- 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
Program Level: Basic
Prerequisite: None
Advanced Preparation: None
Field of Study: Business Management and Organization
This is a Group - Internet-Based offering. The instructional method is lecture with active group participation and visual aids.
Recommended Reading
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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. |
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©2014 CPA Leadership, 300 North LaSalle Street, Suite 4925, Chicago, IL 60654
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by Sheth and Sobel