CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Financial Analytics for Acquiring and Retaining Customers

4.4 (64)

Brian Suthoff

Tally Street

Wednesday, May 26, 2021 | 02:00 PM EDT

  • CPA/ABV
  • CPA Canada
  • CFEs
  • CMA
  • CPA
  • CVA

1 Credit

FREE

Subject Area

Finance

Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CPD credit (Verifiable) for CPA/ABV

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

everything you need to know about partnerships

(2)

Jul 26, 2021 | 09:00 AM EDT View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

(7)

Jul 26, 2021 | 09:00 AM EDT View Details

sox internal controls for inventory

Jul 26, 2021 | 09:30 AM EDT View Details

basic concepts of fixed asset accounting

(1)

Jul 26, 2021 | 09:30 AM EDT View Details

quickbooks for desktop pc exploring the interface - for beginners

(1)

Jul 26, 2021 | 10:00 AM EDT View Details

yellow book boot camp – introduction to nfp and governmental accounting & auditing

Jul 26, 2021 | 10:00 AM EDT View Details

excel accountant: intro to spreadsheets in-depth

(1)

Jul 26, 2021 | 10:00 AM EDT View Details

2020 t2 - step-by-step guide preparing t2 return in profile

Jul 26, 2021 | 10:00 AM EDT View Details

workplace culture

Jul 26, 2021 | 10:00 AM EDT View Details

employment law – what will get you sued in 2021

(67)

Jul 26, 2021 | 10:30 AM EDT View Details

ethics irs circular 230 - controversy side of circular 230

(47)

Jul 26, 2021 | 10:30 AM EDT View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

(4)

Jul 26, 2021 | 11:00 AM EDT View Details

agile auditing

(3)

Jul 26, 2021 | 11:00 AM EDT View Details

itemized deduction updates - with examples & case studies (basic overview)

(222)

Jul 26, 2021 | 11:30 AM EDT View Details

excel’s data validation tools - keep out bad data from the start

(2)

Jul 26, 2021 | 11:30 AM EDT View Details

Course Description

Acquiring new customers is expensive. The longer you can retain the customers, the more profitable your business can be. This is especially true for businesses that rely on repeat sales, because long-term profitability comes from repeatedly providing products and/or services over an extended period of time. This CPE webinar for CPAs reviews the KPIs, retention metrics, and customer segmentation that can be generated from existing accounting data to inform revenue operations, sales strategies, and marketing efforts.

This online CPE webinar covers following key topics: 

  • Analytical terms and techniques 
  • Interpret and use customer analytics 
  • Customer and revenue retention rates 
  • Predict customer lifetime value (LTV) 
  • Advanced customer segmentation

Learning Objectives

  • To identify the key KPIs
  • To generate and interpret key KPIs
  • To use the key KPIs such as such as customer acquisition cost (CAC), customer lifetime value (LTV), churn rate, customer retention, net revenue retention, and advanced customer segmentation
  • To explore the ways to share customer analytics results with other functional group across the company or firm

Who Should Attend?

  • Certified Fraud Examiner
  • Certified Management Accountant
  • Certified Valuation Analysts
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Directors of Finance
  • Finance Director
  • Finance Pros
  • Financial Planner
  • Licensed Financial Advisor
  • Personal Financial Specialist (PFS)
  • VP Finance
  • Young CPA

Testimonial

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    [no_of_record] => 64
    [average] => 4.4063
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4.4

(64)
53%
34%
13%
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TN

great class

MM

Nice presentation. Instructor knows his stuff. Really liked the examples and walk thru of calculations.

PL

Very technical, love it!

SA

Great!

JG

This was a very tight presentation with refined supporting slides and a straight-forward presenter delivery.

HY

Very good.