Avoiding the Top Business Development Mistakes - Sam Allred presenting

Date: Wednesday, April 28, 2010
Time: 10:00 AM ET / 09:00 AM CT / 08:00 AM MT / 07:00 AM PT [Prevailing Time]
Presenter(s): Sam Allred, Founder & Director Upstream Academy
Objective(s):
Participants will understand how to avoid top business development mistakes commonly made in the accounting profession.
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.
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Course Description

Due to a host of changes in our profession, business development is once again a top issue firms are grappling with. During this one-hour MAPCast, Sam Allred will discuss five of the top business development mistakes commonly made in our profession and provide thoughts and ideas on how to avoid these mistakes.

Presenter and Moderator Bios
Sam Allred, CPA, Helena, Montana is a Shareholder with Anderson ZurMuehlen & Co., P.C., a regional CPA firm headquartered in Helena, Montana. Sam is also the Founder and Director of Upstream Academy, LeaderSkills Institute and the Emerging Leaders Academy.

Sam interacts with hundreds of CPA firms around the world every year via conferences, partner retreats, management presentations and training sessions. He speaks and writes extensively both in the U.S. and abroad. In high demand as a facilitator for CPA firm retreats, Sam energetically and creatively engages all of the partners in the discussion, using proven processes and their firm’s strengths to successfully navigate challenges the firm may face. He is viewed as one of the top strategic thinkers in the profession.

Sam has been regularly recognized as one of the major influencers of the accounting profession and has been listed for the past four years as one of “IPA Most Recommended Consultants.”

His hobbies include spending time with his family, fly fishing and golf. Sam and his wife Marlene have seven children.

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.