myCPE
myCPE

Building a Circle of Influence 1 Credit

Building a Circle of Influence 1 Credit

  • Rating

    4.2
  • Reviewed on

    March, 2024
  • Subject Area

    Communications and Marketing

Learning mode

On Demand
  • 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

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

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

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your 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

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

TA

Thom Arnsperger, CPA (US)

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

AA

Audrey Abe, CPA (US)

good

Recommended Courses

Global Business Research for Professionals

Dec 17, 10:00 AM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
Working With a Start-Up Business

Dec 18, 03:00 PM ET

  • CMA
  • CPA (US)
  • CVA
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
The 7-Steps to Marketing Success for Accountants

Dec 24, 11:00 AM ET

  • CFE
  • CISA
  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
OD Intermediate-Sized Based Intervention

Dec 24, 11:00 AM ET

  • CPA (US)
  • HRCI
  • SHRM
  • CPTD
  • IA LPA
  • ME LPA
  • DE LPA
  • APTD
How to Double Your Firm’s Revenue Through Advisory Services

Dec 24, 11:00 AM ET

  • CMA
  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
Harnessing the Power of Reviews

Dec 26, 09:30 AM ET

  • CFE
  • CPA (US)
  • CPTD
  • IA LPA
  • ME LPA
  • DE LPA
  • APTD
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

Add qualification to
view credit details

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
stripe
$299$199 For 12 Months
Subscribed
Danita purchased a subscription.
Subscribed
LYNETTE purchased a subscription.
Subscribed
Amanda purchased a subscription.
Subscribed
Ethan purchased a subscription.
Subscribed
Saumil purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Clare purchased a subscription.
Subscribed
Yifan purchased a subscription.
Subscribed
Megan purchased a subscription.
Subscribed
Peipei purchased a subscription.
Subscribed
Catherine purchased a subscription.
Subscribed
Valerie purchased a subscription.
Subscribed
ALTHEA purchased a subscription.
Subscribed
Tanner purchased a subscription.
Subscribed
Mike purchased a subscription.
Subscribed
Alex purchased a subscription.
Subscribed
Vincent purchased a subscription.
Subscribed
Erica purchased a subscription.
Subscribed
Bridget purchased a subscription.
Subscribed
Tracy purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Limei purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Alen purchased a subscription.
Subscribed
Diane purchased a subscription.
Subscribed
Molly purchased a subscription.
Subscribed
Jacqueline purchased a subscription.
Subscribed
Theresa purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Nicoleta purchased a subscription.
Subscribed
Russell purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
Mathias purchased a subscription.
Subscribed
Linda purchased a subscription.
Subscribed
Stefan purchased a subscription.
Subscribed
Sara purchased a subscription.
Subscribed
Mike purchased a subscription.
Subscribed
Beverly purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
Jay purchased a subscription.
Subscribed
Poi Poi purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
MICHAEL purchased a subscription.
Subscribed
Exclusive purchased a subscription.
Subscribed
Jan purchased a subscription.
Subscribed
Christina purchased a subscription.
Subscribed
Nan purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Joe purchased a subscription.
Subscribed
Odile purchased a subscription.
Subscribed
Komal purchased a subscription.
Subscribed
Adam purchased a subscription.
Subscribed
Katie purchased a subscription.
Subscribed
Abdelilah purchased a subscription.
Subscribed
Carrie purchased a subscription.
Subscribed
WILLIAM purchased a subscription.
Subscribed
Jonathan purchased a subscription.
Subscribed
Tamara purchased a subscription.
Subscribed
Justin purchased a subscription.
Subscribed
Barbara purchased a subscription.
Subscribed
Yuko purchased a subscription.
Subscribed
Bill purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Alicia purchased a subscription.
Subscribed
Kristi purchased a subscription.
Subscribed
Jing purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Jason purchased a subscription.
Subscribed
Francesca purchased a subscription.
Subscribed
Christine purchased a subscription.
Subscribed
Courtney purchased a subscription.
Subscribed
Deborah purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Seth purchased a subscription.
Subscribed
Anthony M purchased a subscription.
Subscribed
Shawna purchased a subscription.
Subscribed
elizabeth purchased a subscription.
Subscribed
Amanda purchased a subscription.
Subscribed
Jason purchased a subscription.
Subscribed
Annamarie purchased a subscription.
Subscribed
Dana purchased a subscription.
Subscribed
Fred purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Michele purchased a subscription.
Subscribed
Heidi purchased a subscription.
Subscribed
SEONG HYUN purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Jian purchased a subscription.
Subscribed
Patrice purchased a subscription.
Subscribed
Dave purchased a subscription.
Subscribed
Julia purchased a subscription.
Subscribed
Jewel purchased a subscription.
Subscribed
Hyun purchased a subscription.
Subscribed
Jacqueline purchased a subscription.
Subscribed
Iurii purchased a subscription.
Subscribed
Barry purchased a subscription.
Subscribed
Rebecca purchased a subscription.
Subscribed
KARTHIK purchased a subscription.