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Live Webcast Replay

PD 101: How to Turn Outreach into New Clients

Total Credits: 1 including 1 Communications and Marketing - Non-technical

Average Rating:
ACPEN Industry Institute
Paul H. Calabrese
Course Levels:
1 Hour
Access for 30 day(s) after program date.


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


Paul H. Calabrese's Profile

Paul H. Calabrese Related seminars and products: 5

Principal, Outsourced Accounting & Advisory Services

Gelman, Rosenberg & Freedman

As a Principal in the firm’s Outsourced Accounting & Advisory Services group, Mr. Calabrese brings a successful track record of working with both nonprofits and government contractors. His remarkable career includes positions with the Air Force Audit Agency, Defense Contract Audit Agency, 3 government contractors, addition to 20+ years in public accounting. Mr. Calabrese’s extensive experience with the Cost Accounting Standards (CAS) and CAS disclosure statements, Federal Acquisition Regulation.

Mr. Calabrese has hands-on experience with the Uniform Guidance for Federal grants which positions him as a sought-after resource and consultant with respect to: grant cost accounting, sub-recipient monitoring, preparation of over (100) indirect rates / NICRA for several Federal agencies, policies and procedures, medical management systems invoicing to state Medicaid agencies and toolkit for unit cost rates for Ryan White HIV AIDS HRSA awards.

Mr. Calabrese is a prolific speaker on Uniform Guidance and government contracting topics, making frequent presentations at seminars and conferences for NGMA, MACPA, Virginia Society of CPAs, GWSCPAs as well as firm-sponsored events



Wed, Jul 08, 2020 - 10:00a to 11:00a CDT
Thu, Jul 30, 2020 - 12:00p to 01:00p CDT
Tue, Aug 18, 2020 - 08:00a to 09:00a CDT
Wed, Sep 09, 2020 - 10:00a to 11:00a CDT
Mon, Sep 28, 2020 - 12:00p to 01:00p CDT
Fri, Oct 23, 2020 - 08:00a to 09:00a CDT
Wed, Nov 11, 2020 - 10:00a to 11:00a CST
Thu, Dec 03, 2020 - 12:00p to 01:00p CST
Mon, Dec 21, 2020 - 08:00a to 09:00a CST

Additional Info

Basic Course Information

Prerequisites None
Advanced 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., (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:

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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video



Overall:      4.4

Total Reviews: 8

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