Client Service During a Pandemic: Some Things Never Change, Others Do

Client Service During a Pandemic: Some Things Never Change, Others Do
NOVEMBER 2, 2021 @ 1-1:50pm ET

In this webinar we will review a detailed list of best practices firms implement when assessing their client service effectiveness, and we'll share how firms can 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. If good firms want to become great, a broader definition of client service is essential. We will review each best practice and share how firms that implement well execute at an advanced level.

Who Should Attend

Managing Partners
Partners
Industry and functional specialization leaders
Niche champions
Those who aspire to leadership roles
Any client service provider

Learning Objectives

Learn 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.
Learn how to maximize the effectiveness of client service including incorporating the voice of your clients in the definition.
Hear ideas from a veteran client service, CPA firm leader and industry consultant.
Explore the implementation of best practices using techniques from other firms that have done it effectively.

Presenter: Larry Bildstein, CEO of The Whetstone Group

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5 Member Group $149*
Unlimited Group $495**

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ADDTIONAL INFORMATION

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: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

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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WEBINAR: NOVEMBER 2, 2021

WEBINAR: NOVEMBER 2, 2021

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