Complimentary for Members

September 1, 2020


Webcast Replay


2 CPE

The Single Client Relationship: Foundation for Acting on Future Trends

  • Instructor

    Will
    Hill

  • View Bio

    Instructor

    Tom
    Hood

    View Bio

Learning Objectives

  • Recognize shortfalls in your current client relationship structure
  • Identify your opportunity for change in client relationships
  • Define what your new client relationships will look like

Major Topics

In this course we will evaluate the pain points of legacy client relationships – looking at how they are typically constructed and the issues that presents in today’s environment. An alternative construct of relationships aimed at solving these pain points with an eye on future trends will be presented, along with a high level pathway to implementation.


Sponsors

CPE Credits Available

2 CPE
2
Business Management & Organization

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Business & Industry

Prerequisites

Experience establishing new client relationships

Advanced Preparation

Pre-work document/worksheet

Intended Audience

Members of accounting firms who sell services, and/or manage relationships.

Provider

Business Learning Institute

This event has ended.