Make Your Client Experience Count with Best of Accounting - Get Feedback, Testimonials and Referral Prospects

Date: Tuesday, November 17, 2015
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter(s): Eric Gregg, CEO and Liz Brown, Senior Account Manager, Inavero
Field of Study: Marketing
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
IMPORTANT NOTE:
Members should visit the Recordings Catalogue to view select recordings for free and on-demand. Join CPAFMA today to enjoy this benefit.
Watch Recording

Course Description

Do you know who your happiest clients are? On average they will refer you 12 times in the next year. Keeping a pulse on client satisfaction is your gateway to account growth and retention while opening a door to gathering fresh testimonials and identifying referral prospects. Inavero's Best of Accounting program does it all in one stop. In this webinar, learn how a simple satisfaction survey can help your firm:

•Hear what your clients think
•Generate fresh testimonials
•Identify top referral and cross-selling prospects
•Retain at-risk accounts
•Earn the Best of Accounting Award

Join us for this free, one-hour webinar on Making Your Client Experience Count with Best of Accounting. Participants will receive a free professional client survey and inclusion in the Best of Accounting competition (a $499 value).

Presenter and Moderator Bios
Eric Gregg is CEO of Inavero and has devoted his career to helping professional service firms improve their retention, growth and profitability. His projects and experience range from identifying key drivers of client retention to designing though-leading research for accounting firms. Eric founded Inavero, bringing his expertise in marketing and quantitative analysis to some of the nation's top professional service organizations. Since its founding, Inavero has sustained double-digit growth by actively partnering with firm leaders and managers to find answers to critical retention issues.

Liz Brown is the Senior Account Manager for accounting industry clients of market research firm, Inavero. Specializing in client loyalty metrics and guiding accounting firms to build strong satisfaction programs, Liz has years of experience presenting on client satisfaction, loyalty benchmarks, and best practices based on industry data collected from over 300 accounting clients.

Cost
Free for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the webinar’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for webinars. If a registrant is unable to participate in the webinar and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future webinar. Alert the CPAFMA staff member monitoring the webinar if technical difficulties are encountered and technical support will be provided to eliminate problems with future webinars.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the webinar recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA webinars or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.

What is an CPAFMA webinar?
An CPAFMA webinar is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.

Note that high-speed Internet access is not mandatory.

Who presents at an CPAFMA webinar?
Your webinar will have one or more speakers who are recognized experts on the topic. Webinars typically include a Q&A session; you can ask questions by audio or chat options.

CPE Credits
CPAFMA 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: www.nasbaregistry.org.

Webinars qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.

Why CPAFMA webinars?

Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.

Convenient.
No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your own device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
CPAFMA webinars are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.

CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for webinar. PCPS members should indicate their membership when registering.