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PD 101: How to Turn Outreach into New Clients
Total Credits: 1 including 1 Communications and Marketing - Non-technical
- Average Rating:
- 10
- Categories:
- ACPEN Industry Institute
- Faculty:
- Paul H. Calabrese
- Course Levels:
- Basic
- Duration:
- 1 Hour
- License:
Description
Most public accountants dread the thought of marketing. Outreach is an opportunity to tell the world about yourself, your expertise, and what your firm does best. There is an excitement in reaching out to people and see them become your clients because they believe in you and your skills. Over the years, I have discovered a multi-faceted approach that leads to success if you are willing to be patient and take the long view. Some of the best opportunities have come from the most unexpected places.
In this one hour webcast, we will discuss:
- 4 ways to successful outreach
- Develop your own skill-set
- Being “out there”
- Building people’s trust
- Working with network partners
- The importance of attaining “expert” status
Basic Course Information
Learning Objectives*Knowing what is not professional outreach
*Building professional relationships
*Communicating like a human showing respect
*Learning to "press the flesh"
*Becoming a technical "guru"
*Searching for opportunities from the most unlikely places
*Learning how to "think outside of the box"
Major Subjects
*Professional marketing
*Social and professional interaction
*Social media
*The art of networking
*Methods of outreach
*Taking the long view
Course Materials
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| Slides Handout_PD 101 (16.66 MB) | Available after Purchase | ||
| PD 101_Q&A (11.8 KB) | Available after Purchase | ||
Faculty
Paul H. Calabrese Related Seminars and Products
Principal, Outsourced Accounting & Advisory Services
Gelman, Rosenberg & Freedman
Mr. Calabrese has hands-on experience with the Uniform Guidance for Federal grants recipients: nonprofits, universities, hospitals, and state/local/tribal units of governments. His skill-set involves: grant cost accounting, sub-recipient monitoring, preparation of over (100) indirect rates / NICRA for several Federal agencies, developed policies and procedures, medical management systems invoicing to state Medicaid agencies and toolkit for unit cost rates for Ryan White HIV AIDS HRSA awards. Paul has developed grant and financial statement dashboards. He has performed out-sourced CFO duties, annual budgets, cash flow projections, grant draws and budget monitoring.
Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation Come with an open mind.
Designed For Partners, senior management, consultants and others interested in PD within a public accounting firm as well as sole practitioners
Original Recording Date 10/23/2017
Yellow Book No
Course Developer Paul Calabrese
Date Added to Catalog 08/17/2017
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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