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Financial Analytics for Acquiring and Retaining Customers

  • CPA/ABV
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CVA
Financial Analytics for Acquiring and Retaining Customers

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

Financial Intelligence for Entrepreneurs, Executives, and Directors

(1)

Oct 25, 2021 | 09:00 AM EDT View Details

Are You Ready for a Capital Campaign?

Oct 25, 2021 | 09:00 AM EDT View Details

Differences between IFRS and GAAP

(16)

Oct 25, 2021 | 09:30 AM EDT View Details

Corporate External Financial Reporting Decisions

(17)

Oct 25, 2021 | 10:00 AM EDT View Details

Everything You Need to Know About Partnerships

(13)

Oct 25, 2021 | 10:00 AM EDT View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

(122)

Oct 25, 2021 | 10:00 AM EDT View Details

Basic Concepts of Fixed Asset Accounting

(4)

Oct 25, 2021 | 10:00 AM EDT View Details

Excel Accountant: Internal Control

(6)

Oct 25, 2021 | 10:00 AM EDT View Details

Real Estate Tax Strategies: Cost Recovery, Partial Dispositions, Removal Cost, Int. Deductions, Repairs & Capital Improvements

(20)

Oct 25, 2021 | 10:00 AM EDT View Details

The Structure and Organization of the IRS

(745)

Oct 25, 2021 | 10:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(10)

Oct 25, 2021 | 10:00 AM EDT View Details

IRS Form 1099 Reporting Req. including updates on FORM 1099-NEC (LATEST 2021)

(272)

Oct 25, 2021 | 10:00 AM EDT View Details

Money Laundering Risks and Countermeasures for Accountants and Other Professionals

(9)

Oct 25, 2021 | 10:30 AM EDT View Details

Quickbooks Online for Accountants Work Centre - Managing your Practice

(18)

Oct 25, 2021 | 10:30 AM EDT View Details

Business Killers – 12 Ways to Protect Your Business

Oct 25, 2021 | 10:30 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

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.