DELIVERING GREAT CLIENT SERVICE

A Live 100-Minute Webinar - 2 CPE Credits

June 16 (FREE)- 1 PM Eastern; Noon Central; 11 AM Mountain; 10 AM Pacific

 

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.

For more information see the course syllabus.

 

Who Should Attend

  • Partners
  • Human Resource Professionals
  • COOs
  • Firm Administrators

What You Learn

  • Tips and tricks that will protect client loyalty
  • Resources for client care surveys
  • A process to ensure client care does not slip to the bottom of the priority list

Benefits of Attending

  • Ensure client retention
  • 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

This is a group Internet-based offering. The instructional method is lecture with active group participation and visual aids. You will receive login information the night before the webinar. If you do not, please email [email protected].


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Visit our 2011 Webinar Catalog.

 
 
 
 
 

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.