This workshop is not available as part of the Online or Flex Pass registration options. This presentation is designed to prepare participants to more effectively obtain, service existing clients, and manage engagement situations. It presents business development planning (e.g., marketing and selling) as a process that can be consciously and systematically learned and applied. Proven selling and marketing principles/tips/tools will be discussed in this interactive session with the participants.
After the presentation the course participants will be able to better understand:
1. How to begin the process looking at their existing firm and competition
2. How to utilize a proven business planning model to 'determine where their firm needs to go and when
3. Participate in interactive discussions/role plays with recommendations on how to move forward after the Conference.
CPA, CGMA, ABV, CFF, CFE,
Gray Schrupp & Associates PLLC