Relationship Building in an Anti-Social World: 10 Ways to Connect with Clients to Improve Retention

Date: Thursday, February 13, 2020
Time: 11:00 AM ET / 10:00 AM CT / 09:00 AM MT / 08:00 AM PT [Prevailing Time]
Presenter(s): Jennifer Farrell, Marketing Director and Lacy Magby, Vice President of Sales, Conarc
Objective(s):
In this session you will learn -how to identify your ideal customers, why time spent developing your relationship with clients is a good investment, and get tips on how to turn small talk into meaningful conversations
Field of Study: Communications and Marketing
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

As we spend more and more time communicating digitally, vigilantly protecting our privacy as we get bombarded by unwanted sales pitches, we often forget the true value of real connections with people. In this session, we are going to talk about ways that you can build stronger relationships with customers and colleagues. We will discuss tips to really connect with people to build lasting relationships that will help increase revenue, client retention and your own personal satisfaction.

In this session you will learn:
• How to identify your ideal customers
• Why time spent developing your relationship with clients is a good investment
• Get tips on how to turn small talk into meaningful conversations

Presenter and Moderator Bios
Jennifer Farrell, Marketing Director, Conarc, has over 20 years of experience in marketing, communications, digital media and counseling. She is passionate about lifelong learning and using data analytics to tell a story, solve problems, and use the numbers to find solutions. Her counseling background allows her to see all sides to help build bridges instead of walls with co-workers and clients alike.

Lacy Magby, Vice President of Sales, Conarc, has over 11 years of experience in management, implementation and client services with 9 of them being focused on business-wide software solutions and change management. She specializes in helping businesses improve processes with technology solutions and software integrations. Lacy has a strong focus on customer service, communication, and building community.

Cost
$25.00 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 MAPCast’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 MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

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 MAPCast 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 MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.