WOM1922. Business Development and You, Leading Client Engagement

Track: 
Emerging Leader Track
Field of Study: 
Communications and Marketing
CPE Credit: 
1.5
Knowledge Level & Prerequisite: 
Overview (1-2 years in the profession)
Advanced Preparation: 
None

Thursday, November 7, 2019
 
4:05PM-5:20PM

Sales is not something that comes naturally to most CPAs, and unfortunately the skillsets needed to grow a business extend far past the firm leaders. In this session, we will take a look at what you can do to shift the mindset within your organization to build a business development machine. Learning from founders of the companies accepted into the AICPA/CPA.com Accelerator program, and Kim Orlesky, a passionate sales thought-leader – we will dive into what makes organizations successful in building a team focused on growth.
Learning Objectives:

  • Top Questions Leaders Always Ask in Client Engagement Meetings
  • How to Upskill Talent to Grow Your Business
  • Understand the key components of the business development mindset


SESSION SPEAKER(S)

CPA
Co-Founder | regroupTAX
MBA
Strategic Advisor | CPA.com
Co-founder | Client Hub
President | KO Advantage Group Ltd.
VP of Client Services | XCM Solutions