 |
 |
 |
 |
|
 |
CPA Leadership Institute Webinar Series
May 9 repeated July 11, 2013 |
 |
|
| |
|
Want to attend?
Join now as a Professional Member for $299 and you can attend webinars free. Also review our group plans. Contact us today. |
|
About CPA Leadership Institute
CPA Leadership Institute's membership includes many valuable tools and reports. Click here for details or to join. |
|
CPE Entitlement
Participants are entitled to 2 CPE credits. More information.
Cancel your registration at any time for a full refund.
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
|
|
On The Web
We're social! Follow us on Twitter and LinkedIn.
  
|
| |
|
|
|
| |
|
How Practice Development Really Works
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT
  Practice development is a contact sport that requires a systematic and sustained approach to engage qualified client prospects and develop business relationships with referral sources. This presentation will guide the attendees in becoming more successful in their practice development efforts and make best use of their time in the process through methods to identify, target, qualify and meet prospects and referral sources.
Presenter, Joe Tarasco, CPA, founded the Accountants Advisory Group, LLC.
View the course syllabus.
|
|
Cost & Registration
To register, select the date by your membership level.
Purchase a recording.
| Professional member |
$39 |
| Premium member |
$59 |
| Standard and Non-member |
$99 |
|
|
Program Information
Who Should Attend
- Partners
- Managers
- Marketing Personnel
What You Learn
- Lead generation techniques thru “Smart Prospecting†and not wasting your valuable time
- Understanding prospects needs, issues and objectives beyond compliance services-where can your firm’s services add value and provide solutions to problems
- Qualifying prospects and planning a follow-up approach
- Business development styles and approaches to fit your strengths and personality
- Following-up appropriately and consistently with prospect leads
- Building the right prospect relationships over a sustained period of time
- How to effectively work with referral sources to increase leads
Benefits of Attending
- A practical and customized approach to your customized business development plan
- Gaining new clients by using a practice development plan that does not involve selling
- Using practice development techniques that are time efficient and cost effective
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.
|
|
|
|
|
|
|
 |
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. |
|
©2013 CPA Leadership, 200 East Randolph Street, 24th Floor, Chicago, IL 60601
|
|
|
 |
