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.
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 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.