Certification Course in Business Development

Module

Module Name

Duration

Communication Skills: How To Make a Great 1st Impression

5.5 Hours

To discuss how to approach, interact, and connect, make an amazing 1st impression, and make a lasting impression.
To explore how to have confident body language, stop being shy socially, and analyze your social confidence.
To recognize how to influence more people.

Instructor

Alain Wolf

Founder , Alain Wolf Coaching International Ltd

Amazing Communication Skills For Accountants

1.5 Hours

To discuss how to show competence and confidence when you communicate and analyze improving your written communication.
To explain how to master nonverbal cues to display confidence, competence, and power.
To explore how to master small talk and give and receive feedback.

Instructor

Alain Wolf

Founder , Alain Wolf Coaching International Ltd

Say Yes to Assertiveness: Empower Your Communication Skills

3 Hours

To discover being assertive in uncomfortable situations, deal with conflicts, and manage assertive body language and communication.
To explore the best ways to speak up, and share your ideas and opinions.
To reduce discomfort and negative emotions in uncomfortable situations, react and defend yourself, and provide helpful feedback.

Instructor

Alain Wolf

Founder , Alain Wolf Coaching International Ltd

Email Etiquette

1 Hour

To identify the etiquette of email communication
To explore how you can adopt a writing style you need
To recognize tools to increase the percentage of your emails that receive a reply.

Instructor

Ryan Standil

President , Write To Excite

Five Rules For Clear Business Writing

1.5 Hours

To identify clarity as a key character of business writing
To apply clarity while using modifiers and pronouns in business writing
To discover using an appropriate tone and professionalism.

Instructor

Ryan Standil

President , Write To Excite

Readability In Business Writing

1 Hour

To recognize layout information in an effective order
To explore the limits of a reader’s working memory
To identify how a reader’s knowledge of your subject matter impacts their ability to absorb your writing.

Instructor

Ryan Standil

President , Write To Excite

Getting Connected: Where, When and How to Network to Grow Your Business

1 Hour

To define your ideal clients, and discuss networking strategies.
To determine how to network comfortably and successfully.
To identify and build relationships with the Center of Influence.

Instructor

Cynthia Widlitze

President , Adduco consulting

Leveraging LinkedIn for Prospecting

1 Hour

To define 4 characteristics of your ideal client to search on LinkedIn, and discuss how to craft an enticing headline to attract your ideal client.
To apply 3 advanced search filters for greater results.
To compose a connection strategy for ideal clients, and establish credibility using groups.

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

Perfecting the pitch meeting

1 Hour

To list the 4 steps that make a great presentation.
To list 3 types of questions to use in each pitch meeting.
To identify the 3 parts of a successful presentation.

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

Perfect Your Elevator Pitch

1 Hour

To define what makes you different and recognize why this is important.
To formulate your perfect elevator pitch.
To construct an engaging and memorable elevator pitch.

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

LinkedIn: Little Tips and Tricks

1 Hour

To discuss the features and functionalities of LinkedIn as a professional networking.
To analyze the techniques to optimize your LinkedIn profile and build and nurture a meaningful and valuable network.
To discover how to engage with LinkedIn Groups and gain insights into creating and sharing engaging content.

Instructor

Edi Hayes

Founder & CEO , Her Career Cafe

Handling Tough Client Objections

1 Hour

To re-define what an objection means in a sales process
To apply 3 steps to deal with a misunderstanding
To establish the LAER method to deal with objections

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

Delivering Exceptional Client Services

1 Hour

To relate the impact of client services and relate the client service execution to fundamentals.
To list 5 fundamentals of client services, and relate to the current role.
To list 6 ways to execute exceptional client service and execute exceptional client service.

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

Building Firm Loyalty

1 Hour

To define the role loyalty plays in a growth strategy, and label 3-sections of the loyalty wheel.
To list 4 ways to improve the investment in employees.
To list 4 ways to improve client services and firm culture.

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

Building Exceptional Culture Through Leadership

1 Hour

To define organizational culture, describe the impact of leadership on culture, and list the 8 attributes of culture in an organization.
To recall the 3 fundamentals for creating culture.
To list 5 ways to gain buy-in for a culture change.

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

Building a Prospect List

2 Hours

To define basic terms of sales & business development, and determine traits of your ideal client.
To differentiate between upselling and new business.
To determine how many prospects you need based on your goal and identify 5 places to find prospects.

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

Building & Managing a Pipeline

1 Hour

To establish the number of prospects for your prospect list
To construct your CRM to manage your sales pipeline
To define how to use metrics from your CRM

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

Key Steps to Building an Advisory Practice

1 Hour

To explore and define advisory services
To list the 3 key building blocks of an advisory practice
To list the 3 key considerations for shifting to advisory services

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

Negotiating Your Terms

1 Hour

To identify the 3 areas of negotiation.
To identify the 7 most common objections
To define your WAP

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

Navigating the Closing Process

1 Hour

To define the 4 things to know about the decision-making process.
To list the 7 personas that you could deal with in a new business opportunity.
To discuss the best personas to help in your sales process and the worst personas to identify opportunities

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

Lead Nurture Strategies

1 Hour

To compose a Front of Mind strategy.
To list the 6 establish credibility with your prospects.
To establish communication best practices.

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

Landing a Prospect Meeting

1.5 Hours

To list the 6 areas of service differentiation
To list 5 ways to land meetings with your prospects.
To define warm and cold prospects and specific outreach strategies.

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

Building a Circle of Influence

1 Hour

To define a circle of influence, recognize its importance, and who should be in your circle of influence.
To explore getting targeted individuals, and describe processes to build relationships and trust within the circle of influence.
To discuss best practices on effectively utilizing a circle of influence.

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

Marketing Strategies for Small Firm Success

1.5 Hours

To define value in small firms and individuals.
To evaluate your services with the needs of your ideal client.
To list 3 ways you can promote good client service

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

How to Price Profitably And Confidently...Without Scaring Off Even The Most Price Sensitive Clients

1 Hour

To analyze 5 steps to creating a menu pricing system that enables you to present choice and value to clients so that they’re in control and you’re profitable in your pricing.
To review why pricing more profitably isn’t about ripping clients off and how it enables you to make more of a difference to clients.
To discuss how this model enables you to easily upgrade clients to pay for more services from you.

Instructor

Shane Lukas

AVN - Inspiring Accountants

4 Most Common Accounting Firm Operation Gaps & How to Fix Them

1 Hour

To recognize the steps for streamlining the accounting firm’s operations and its benefits.
To identify the ways of leveraging the Accounting Firm Operations and Technology.
To identify the ways of tracking your accounting operations.

Instructor

Ty Sank

Senior Account Executive , BigTime Software

Communication Skills for Leaders & Managers

4 Hours

To explain how to improve your communication with yourself and when interacting with others.
To explain what kind of leader/manager you are and how to better communicate based on your type.
To analyze how to motivate others (seeing the big picture, dealing with other people’s disappointment, empowering people, motivating people, and letting go of unmotivated people).

Instructor

Alain Wolf

Founder , Alain Wolf Coaching International Ltd

Maximize Your Minutes: Time Management Secrets for Professionals

1.5 Hours

To discuss how to become more productive, and destroy procrastination.
To explore why context switching & multitasking is killing your productivity and how to remove distractions.
To inspect how to boost email productivity and how to delegate so you can achieve more.

Instructor

Alain Wolf

Founder , Alain Wolf Coaching International Ltd

Motivation Mastery for Professionals: Igniting Passion and Drive at Work

1.5 Hours

To discover activating 5 powerful emotions in the morning and discuss 5-steps to unleash your motivation to take any action at work.
To discuss how to shift your emotional state from negative to positive and review how to boost motivation at the end of the day.
To analyze 5 steps to create a success habit, examine how to recover from failure or defeat, and overcome all obstacles with motivation.

Instructor

Alain Wolf

Founder , Alain Wolf Coaching International Ltd

Overcoming Public Speaking Fear for Professionals

1.5 Hours

To identify the causes of the fear of public speaking, how to master your mindset and your perceptions.
To discover the 6 tips to decrease your fear of public speaking, communicate with confidence.
To discover the nonverbal cues to avoid, and reduce future stress by using techniques.

Instructor

Alain Wolf

Founder , Alain Wolf Coaching International Ltd

Social Confidence: Kill Your Social Fears & Achieve Success

2.5 Hours

To conquer your fear of approaching people, reduce the fear of what people think of you, and destroy your fear of rejection.
To analyze your fear of social success, remove your fear of hanging out with new people, and dealing with your social fear.
To reduce your fear of talking to important people, remove your fear of being authentic, and dealing with social failure.

Instructor

Alain Wolf

Founder , Alain Wolf Coaching International Ltd

Stress Management For Professionals: 30+ Techniques To Reduce Stress

1.5 Hours

To know how to use FOCUS & MEANING strategies and LANGUAGE strategies to reduce stress at work.
To discuss how to use PHYSIOLOGY strategies to reduce stress at work.
To analyze how to reduce long-term stress

Instructor

Alain Wolf

Founder , Alain Wolf Coaching International Ltd

Introduction to Business Development

1 Hour

To define the 5 stages in the sales process and 5 ways to find your ideal client.
To design your perfect elevator pitch and design a tailored elevator pitch.
To list the 7 most common objections.

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

Why accounting firms need a CRM

1 Hour

To define a CRM system, describe the history of CRMs.
To list 3 reasons why an accounting firm should use a CRM, and 5 ways to use a CRM in an accounting firm.
To define 5 considerations when choosing a CRM.

Instructor

Ty Hendrickson

Consultant , Inovautus Consulting

4 Steps to Measure if Your Communication Strategy is Moving Your CPA Firm Forward

1 Hour

To know and apply the best concepts to be more compelling and interactive with your team and clients
To identify and apply the best way to measure if your team and clients received and when they accessed your information.
To explain and apply how this information resonates with your team and clients and whether it was clearly understood by them.

Instructor

Christopher Salem

Chief Executive Officer (CEO) , CRS Group Holdings, LLC

How to Take Your Firm Nationwide: The Journey from Thriving in a Local Market to Becoming the Next National Firm

1 Hour

To explain the motivation for expansion, and analyze what you should consider before committing to the journey.
To discuss how to prepare for your expansion and know how to plan it.
To discover how to hit important milestones.

Instructor

Sia Kal

Managing Partner , FY USA LLC

How to Double, Even Triple Productivity Across Your Entire Firm

1 Hour

To discuss why most people only run at a fraction of their peak productivity levels.
To explain the 3 main factors that cause reduced productivity – it’s not your fault.
To identify specific mechanisms that will enable higher productivity across the practice.

Instructor

Shane Lukas

AVN - Inspiring Accountants

Instructors

Alain Wolf

Founder, Alain Wolf Coaching International Ltd

Alain Wolf is an award-winning entrepreneur, best-selling author, philanthropist, and the world's leading transformational coach.

His work has been featured on CBS, NBC, ABC, FOX, CW and 300+ of nationally-syndicated television, newspaper, and magazine outlets.

After delivering hundreds of live trainings around the globe, his coaching methods and online training have reached over 600,000 people from 189 countries.

His mission has been to identify the finest and most advanced personal development techniques to transform anyone's life quickly and forever.

Combine that with a decade of advanced personal development studies stretching from the USA to Australia, South America to Europe, and you are sure to have the best techniques and coach guiding you.

In addition to his business master degree (in Lausanne and Sydney), Alain has been trained by the best experts and leaders around the world in communication, leadership, management, and success strategies.

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Christopher Salem

Chief Executive Officer (CEO), CRS Group Holdings, LLC

Christopher Salem is an Executive Coach, Corporate Trainer, and Professional Speaker mentors C-Suite, CPAs, Financial Advisors, Physicians, and other business leaders to build and protect their brands by raising their level of influence as trusted advisors to maximize their results. He also works with companies to create an interdependent work environment and thriving culture through a growth mindset foundation, effective communication, transparent leadership, and higher engagement.

His book Master Your Inner Critic / Resolve the Root Cause – Create Prosperity went international best seller in 2016. He also co-authored the recent edition to "Mastering the Art of Success" with Jack Canfield. His weekly radio show Sustainable Success is part of the Voice America Influencers Channel. Chris is also an accomplished business & emotional intelligence strategist, award-winning author®, certified mindset expert, radio show host & media personality, and wellness advocate.

He works with organizations such as such as JP Morgan – Chase, Ralph Lauren, GE Research, UTC - Pratt & Whitney, Raytheon, Microchip Technologies, Anthem, US Census Bureau, United Healthcare, Laticrete Corporation, Hubbell Corporation, Conning & Company, Foxwoods Casino, and NYPD Forensics Department including universities such as University of Hartford, Westchester Community College, Bay Path University, Worcester State University, and spoke on overcoming limited beliefs for peak performance at Harvard University’s Faculty Club and US Senate.

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Cynthia Widlitze

President, Adduco consulting

After more than 30 years in sales and management, Cynthia Widlitze founded Adduco Consulting. With a passion for serving others as a sales coach, sales consultant, executive coach and professional speaker, Cynthia helps companies and individuals increase their sales. She teaches and coaches on implementing simple, repeatable sales processes, and collaborates with her clients to create extraordinary customer experiences.

A high energy and goal-driven woman, Cynthia’s career and life experiences contribute to her ability to actively engage her audiences. Her presentations are filled with precise, relevant and occasionally humorous, content, resulting in opening the eyes, ears, and hearts of her audiences with simple skills they can apply to their everyday lives.

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Edi Hayes

Founder & CEO, Her Career Cafe

Edi’s career spans over 18 years in Human Resources as a subject matter expert within Diversity & Inclusion and Talent Acquisition. She’s held various positions within HR at several Fortune 100 corporations such as Target, Truist, Walgreens, Liberty Mutual Insurance, and Dell Technologies.

Edi obtained her Bachelor of Science in Human Resource Management from Illinois State University and Master of Science in Human Resource Management from DeVry University-Chicago. In addition, she is a certified Human Resource Professional (SHRM-CP) and well as a LinkedIn Recruiter License and Lean Six Sigma Yellow Belt certification.

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Ryan Standil

President, Write To Excite

Ryan Standil leads training programs about effective written communication. The goal of the programs is to teach participants how to view their own writing from the perspective of their readers.

Before he became a writing instructor, Ryan worked at a law firm in Toronto, Ontario.

Ryan attended Western University, in London, Ontario, where he graduated from the HBA program at the Ivey Business School and the JD program at the Faculty of Law.

Today, Ryan delivers presentations at many of the leading organizations in North America, such as Dentons, RBC, and Clear Law Institute.

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Shane Lukas

AVN - Inspiring Accountants

Shane Lukas…

has worked with accounting business owners for over 25 years.
owns and runs AVN Inspiring Accountants, a membership organisation for accountants around the world who are passionate about growing their firms and delivering added value.
is an International Coach, enriching the lives of those accountants, their teams and their clients, by teaching them how to deliver advisory solutions.
is an energising and inspiring speaker; his TEDx Talk has had over 100,000 views and climbing.
has authored many international best-selling books for business owners and accountants. These include the two best-selling books for accountants:

Putting Excellence Into (your) Practice: A Proven Roadmap To A Profitable, Sustainable and Value Driven Accountancy Business.

and

What’s Next For Accountants: How to make the biggest threat facing the profession your biggest opportunity.

Shane’s core beliefs include…

Accountancy is a noble profession that can make a profound difference to its clients and deserves to be well rewarded.

AND

It’s not really success if it comes at the expense of family, friends and health!

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Sia Kal

Managing Partner, FY USA LLC

Sia is an internationally recognized Business Performance Coach who has been educating thousands of Accounting Firms on how to scale and reach impressive and sustainable results in their business. He has created and delivered hundreds of compelling professional courses and workshops, specifically designed to upgrade the business performance of accounting firms. Sia’s expertise is to enable accounting firms resolve issues that imped their ability to achieve success beyond expectations. His passion is to focus on morality and fair dealing in the business world to cultivate relationships. His key to success has been ‘putting people before profit,’ a strategy that has proven to be profitable.

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Ty Sank

Senior Account Executive, BigTime Software

Ty Sank is an Account Executive and Team Lead at BigTime. He is invested in helping professional services firms run more efficiently, unlocking potential revenue and improving profitability.

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Ty Hendrickson

Consultant, Inovautus Consulting

Ty is a CPA with almost 20 years of experience in both public accounting and sales. Ty worked as an accountant at firms ranging from small to large prior to moving into the accounting technology sector successfully building sales training programs for both Wolters Kluwer and Bloomberg BNA. Working in different areas of the accounting industry, Ty recognized that sales and business development skills are a necessary part of the job of a CPA, but also the most underserved in terms of skill development and training. Ty’s passion is to provide the tools necessary for accountants to not only be successful but also enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.

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Frequently Asked Questions

The Certification Course in Business Development for Accounting Firms covers integral connections between various factors and the business development. It takes into account effective communication, networking strategies, client services, impactful leadership, and more to provide a holistic approach to business development for accounting businesses. The course also provides due attention to address personal and professional development, discipline, legal, and business management aspects to create a resilient business environment.

The Certification Course in Business Development for Accounting Firms ensures that businesses provide due attention to the opportunities and challenges of business development. It avails various strategies, tips, and tools to boost organizational effectiveness, productivity, cultural changes, and more. The course offers an opportunity to better understand and manage a workplace that can result in numerous advantages.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

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1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
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The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

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Certification Course in Business Development for Accounting Firms (CBDAF)

Key Highlights

What You’ll learn

Get Deeper Understanding of:

Recommended For:

Why take a Certification Course in Business Development for Accounting Firms (BDAF) with myCPE?

Resources included

Career Opportunities

Value Addition to your skills

Module

Communication Skills: How To Make a Great 1st Impression 5.5 Hours

Communication Skills: How To Make a Great 1st Impression

Instructor

Alain Wolf

Amazing Communication Skills For Accountants 1.5 Hours

Amazing Communication Skills For Accountants

Instructor

Alain Wolf

Say Yes to Assertiveness: Empower Your Communication Skills 3 Hours

Say Yes to Assertiveness: Empower Your Communication Skills

Instructor

Alain Wolf

Email Etiquette 1 Hour

Email Etiquette

Instructor

Ryan Standil

Five Rules For Clear Business Writing 1.5 Hours

Five Rules For Clear Business Writing

Instructor

Ryan Standil

Readability In Business Writing 1 Hour

Readability In Business Writing

Instructor

Ryan Standil

Getting Connected: Where, When and How to Network to Grow Your Business 1 Hour

Getting Connected: Where, When and How to Network to Grow Your Business

Instructor

Cynthia Widlitze

Leveraging LinkedIn for Prospecting 1 Hour

Leveraging LinkedIn for Prospecting

Instructor

Ty Hendrickson

Perfecting the pitch meeting 1 Hour

Perfecting the pitch meeting

Communication Skills: How To Make a Great 1st Impression

5.5 Hours

Amazing Communication Skills For Accountants

1.5 Hours

Say Yes to Assertiveness: Empower Your Communication Skills

3 Hours

Email Etiquette

1 Hour

Five Rules For Clear Business Writing

1.5 Hours

Readability In Business Writing

1 Hour

Getting Connected: Where, When and How to Network to Grow Your Business

1 Hour

Leveraging LinkedIn for Prospecting

1 Hour

Perfecting the pitch meeting

1 Hour

Perfect Your Elevator Pitch

1 Hour

LinkedIn: Little Tips and Tricks

1 Hour

Handling Tough Client Objections

1 Hour

Delivering Exceptional Client Services

1 Hour

Building Firm Loyalty

1 Hour

Building Exceptional Culture Through Leadership

1 Hour

Building a Prospect List

2 Hours

Building & Managing a Pipeline

1 Hour

Key Steps to Building an Advisory Practice

1 Hour

Negotiating Your Terms

1 Hour

Navigating the Closing Process

1 Hour

Lead Nurture Strategies

1 Hour

Landing a Prospect Meeting

1.5 Hours