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FVC2307

Which Hat Am I Wearing - The Psychology of Client Management

Date
November 6, 2023
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for 2023 AICPA & CIMA Forensic & Valuation Services Conference
This includes sessions from the conference: 2023 AICPA & CIMA Forensic & Valuation Services Conference

As experts, we are responsible for complex accounting analyses , but we often find ourselves in a position of managing the human and emotional element of a stressful situation. We are more than just accounting experts, we are educators, process managers, anxiety counselors and objective truth-sayers. This session will discuss how to deal with difficult clients, navigate challenging situations and successfully manage client expectations, all while responding to case needs and meeting deadlines.

Learning Objectives

  • Identify reasonable and appropriate responses in a variety of difficult client situations, and learn how and when to deliver them
  • Analyze a variety of tips and tricks of how to successfully manage client expectations including topics such as communications, billing and payment, and timing of deliverables
  • Distinguish the difference between managing difficult clients and the need to relieve a clients anxieties that are driven by a stressful situation

Speakers

Speaker Image for Jolene Fraser
Jolene Fraser, CPA, CFF, CFE
Managing Director, Eisner Advisory Group LLC
Speaker Image for Hubert Klein
Hubert Klein, CPA, ABV, CFF, CGMA, CVA, CFE
Partner, Eisner Advisory Group, LLC

General
Session Categories

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