AICPA ENGAGE 2018

FMA1802 - Improving Client Experience to Drive Loyalty and Profits

Jun 12, 2018 1:50pm ‐ Jun 12, 2018 3:05pm

Standard: $49.00

Description

Maintaining growth and profit in a competitive landscape begins with delivering better experiences to current clients.

This session will:
• Give you an inside perspective on the framework for building, managing and monitoring client experience initiatives.
• Learn the key components of providing sustainability of your current practice with real-life examples from a CX industry veteran.
• Understand the role of client experience (CX) management in firm operations and financial success
• Learn tactics and approaches to help increase loyalty and rentention
• See real-life examples of how to improve client experiences in your firm

Speaker(s):

  • Mitch Reno, Principal, Director of Client Experience, Rehmann
Tags: CPAFMA

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