myCPE

Building a Circle of Influence 1 Credit

Building a Circle of Influence 1 Credit

  • Rating

    4.3

  • Reviewed on

    February, 2025

  • Subject Area

    Communications and Marketing

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To define circle of influence and why it is important 
  • To identify who ideally should be in your circle of influence
  • To determine where to find targeted individuals for your circle of influence
  • To describe processes to build relationships and trust within your circle of influence
  • To discuss best practices on how to effectively utilize your circle of influence for growth

Course Overview

Networking and referrals have always played a role in building professional services practices. In today’s environment, it is much harder to build your client roster solely on referrals and networking alone, but it still plays a crucial role in your overall business development strategy. It is never too early to start building your circle of influence, and it is never too late to fine-tune your circle of influence. The key to success is becoming intentional with building your circle of influence so that it becomes a powerful referral source for you. 

There are tons of different ways to build your circle of influence, formal or informal, in-person and online, which can become overwhelming if not done with intention and a plan. In this online CPE course, we will look at who should be in your circle of influence, where to find those individuals, and how to nurture those relationships.

Major topics covered in this online CPE course:

  • What is a Circle of Influence?
  • Why Should You Create a Circle of Influence?
  • Considerations When Building a Circle of Influence
  • Potential Referral Sources
  • Referral Etiquette Considerations

Click here for more webinars on Communications and Marketing

On Demand Credits for All Qualifications

License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Communication for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 1 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

About Instructor

Ty Hendrickson

Ty Hendrickson , CPA (US)

Consultant, Inovautus Consulting

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

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.


On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

TA

Thom Arnsperger, CPA (US)

5

Just an excellent webinar to help start or expand your circle of influence

AA

Audrey Abe, CPA (US)

5

good

Recommended Courses

Business Continuity and Disaster Recovery for Non-IT Professionals

Feb 24, 03:30 PM ET

  • CMA
  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA

Kaizen and the Culture of Continuous Improvement

Feb 26, 09:30 AM ET

  • CMA
  • CPA (US)
  • CGMA
  • CPTD
  • IA LPA
  • ME LPA
  • DE LPA
  • APTD

The Principles of Lean Process Management

Feb 27, 09:30 AM ET

  • CMA
  • CPA (US)
  • CGMA
  • CPTD
  • IA LPA
  • ME LPA
  • DE LPA
  • APTD

Business Continuity and Disaster Recovery for Non-IT Professionals

Mar 04, 09:00 AM ET

  • CMA
  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA

Making Rain – Improving Success with Retaining Clients and Attracting Prospects

Mar 04, 09:30 AM ET

  • CMA
  • CPA (US)
  • CGMA
  • CPTD
  • IA LPA
  • ME LPA
  • DE LPA
  • APTD

How to Double Your Firm’s Revenue Through Advisory Services

Mar 06, 04:00 PM ET

  • CMA
  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders

    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access

    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support

    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Get Started with Unlimited Learning

Select your plan, complete your payment, and access a world of knowledge.

Subscription Inclusions Silver Gold
13,000+ Hrs of CPE approved Content
tooltip

Largest content library covering all aspects of professional development.

500+ Emerging Subject Areas
tooltip

Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.

50+ State- Specific Ethics Courses
tooltip

Stay compliant with ethics requirements for every state.

50+ State Compliance Packages
tooltip

Pre-selected courses for quick compliance, saving time and effort.

100+ Advanced Certification Programs
tooltip

Expert-led programs to build advanced expertise and strengthen your career credentials.

AICPA Eligibility Programs (CFF, ABV, PFS)
tooltip

Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.

Compliance Tracker and Credit Vault
tooltip

Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.

Instant Certification and Fast Reporting
tooltip

Instant reporting to IRS, CFP Board, and other governing bodies.

Mobile App Access (iOS and Android)
Access to Communities
tooltip

Join communities tailored to your specific interests and areas of expertise.

Select Tenure

Start Your Subscription 

Start your journey towards learning and compliance.

card

$299$199 For 12 Months

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here

More Reasons to Subscribe

  • true true
    80% of Content Rated 4.5+ Stars
    High-quality content rated by professionals.
  • true true
    4X More Content at 1/3rd the Price
    Serious value compared to your regular provider!
  • true true
    Non-Sponsored Content
    Purely educational, unbiased content for your learning.
  • true true
    Monthly & Quarterly Updates
    Keeping you ahead of trends and changes.
  • true true
    Podcasts with Industry Leaders
    Learn and Earn CPE from experts on the go.
Subscribed
Lynne purchased a subscription.
Subscribed
Leighton purchased a subscription.
Subscribed
Jorge purchased a subscription.
Subscribed
Vanessa purchased a subscription.
Subscribed
Ali purchased a subscription.
Subscribed
Mike purchased a subscription.
Subscribed
THOMAS purchased a subscription.
Subscribed
Pam purchased a subscription.
Subscribed
Virginia purchased a subscription.
Subscribed
Sam purchased a subscription.
Subscribed
Tim purchased a subscription.
Subscribed
Ross purchased a subscription.
Subscribed
Ritu purchased a subscription.
Subscribed
Debra purchased a subscription.
Subscribed
Amy purchased a subscription.
Subscribed
Cole purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
SURYA purchased a subscription.
Subscribed
Wendy purchased a subscription.
Subscribed
Katie purchased a subscription.
Subscribed
Amy purchased a subscription.
Subscribed
Amanda purchased a subscription.
Subscribed
Anna purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Regan purchased a subscription.
Subscribed
Donna purchased a subscription.
Subscribed
PATRICIA purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Tyler purchased a subscription.
Subscribed
Dawn purchased a subscription.
Subscribed
Amanda purchased a subscription.
Subscribed
Miguel purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Erin purchased a subscription.
Subscribed
Kandis purchased a subscription.
Subscribed
Engin purchased a subscription.
Subscribed
Grace purchased a subscription.
Subscribed
kharisma D Edwards purchased a subscription.
Subscribed
LeAnn purchased a subscription.
Subscribed
Louis purchased a subscription.
Subscribed
Hanna purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Anshul purchased a subscription.
Subscribed
Mital purchased a subscription.
Subscribed
Donna purchased a subscription.
Subscribed
Si Kam purchased a subscription.
Subscribed
JOSEPH purchased a subscription.
Subscribed
Denise purchased a subscription.
Subscribed
Cinda purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Gregory purchased a subscription.
Subscribed
Nicholas purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Diane purchased a subscription.
Subscribed
Irina purchased a subscription.
Subscribed
Robyn purchased a subscription.
Subscribed
Charlotte purchased a subscription.
Subscribed
Mei purchased a subscription.
Subscribed
Micki purchased a subscription.
Subscribed
Lisa purchased a subscription.
Subscribed
GREGORY purchased a subscription.
Subscribed
WILLIAM purchased a subscription.
Subscribed
Tom purchased a subscription.
Subscribed
Qiao purchased a subscription.
Subscribed
Jeff purchased a subscription.
Subscribed
Veronica purchased a subscription.
Subscribed
Lisa purchased a subscription.
Subscribed
Jesu Christie purchased a subscription.
Subscribed
Tony purchased a subscription.
Subscribed
Takumi purchased a subscription.
Subscribed
May purchased a subscription.
Subscribed
William purchased a subscription.
Subscribed
Samuel Jones purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
WILLIAM purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Marie purchased a subscription.
Subscribed
Youssouf purchased a subscription.
Subscribed
Kijaun purchased a subscription.
Subscribed
STUART purchased a subscription.
Subscribed
Blake purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Kemper purchased a subscription.
Subscribed
Herschel purchased a subscription.
Subscribed
Bari purchased a subscription.
Subscribed
Kelly R. purchased a subscription.
Subscribed
Brenda purchased a subscription.
Subscribed
Rajachitra purchased a subscription.
Subscribed
Carina Iona purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Junko purchased a subscription.
Subscribed
Nancy purchased a subscription.
Subscribed
Diane purchased a subscription.
Subscribed
Beth purchased a subscription.
Subscribed
Antonio purchased a subscription.
Subscribed
Steve purchased a subscription.