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AAM1929 - Tales from the Other Side: The CPA as a BD Executive

Jun 13, 2019 10:15am ‐ Jun 13, 2019 11:05am

Standard: $49.00


As accounting firms recognize the value of a solutions-based approach to serving clients, the demand for CPAs who can ask the right questions and develop trusted relationships increases. Some CPAs have translated these skills into full-time business development roles. In this session, participants will hear from a successful CPA from a Top 20 accounting and advisory firm who has dedicated his career to creating new business opportunities. CPAs, marketing specialists, and business development professionals will gain valuable insight on leveraging their skills and experience to grow their firm.

Learning Objectives

  1. Understand the role of Business Development in today's CPA firm.
  2. Leverage the diverse background of marketing and business development professionals to grow their firm.


Tags: AAM

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