MYCPE ONE

Referral Growth Mastery: Build a Client-Generating Network 2.5 Credits 2 Credits

May 19, 2026, 03:00 PM EDT

Referral Growth Mastery: Build a Client-Generating Network 2.5 Credits 2 Credits

  • Rating

    5

  • Published on

    May, 2026

  • Subject Area

    Business Mgmnt and Org

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May 19, 2026, 03:00 PM EDT

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Learning Objectives

  • Identify the benefits of referral-based business models.
  • Explain barriers that limit referral generation.
  • Analyze steps to build a referral strategy.
  • Evaluate referral generation techniques.
  • Assess ethical considerations in referral practices.
  • Apply strategies to develop referral networks.

Course Overview

Building a strong referral network is one of the most effective ways to grow a sustainable and profitable business. Yet, many professionals struggle to generate consistent referrals due to lack of structure, strategy, or understanding of relationship-based growth.

This course provides a practical roadmap to developing a referral-driven business model. Participants will learn why referrals are critical, how to position themselves for consistent opportunities, and how to create systems that attract and retain high-quality clients.

Major Topics:

  • Importance of referral-based growth
  • Barriers to receiving referrals
  • Preparing a referral strategy
  • Building referral networks
  • Referral generation techniques
  • Ethical and compliance risks

Through proven strategies and real-world insights, attendees will learn how to overcome common barriers, implement scalable referral systems, and build long-term professional relationships that drive business growth.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 2.5 CPE Approved
BusIness Management & Organization for Chartered Professional Accountant in Canada 2.5 CPD Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2.5 CPD Eligible
Chartered Accountant - ICAEW 2.5 CPD Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Chartered Accountants - Scotland 2.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 2.5 CPD Eligible
CPA - Ireland 2.5 CPD Eligible
License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 2 CPE Approved
BusIness Management & Organization for Chartered Professional Accountant in Canada 2 CPD Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible

Additional Information

Credits

2.5

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

NASBA APPROVED

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

MY-CPE LLC 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 through its website: www.nasbaregistry.org.

Step into the world of CPA CPE courses with MYCPE ONE, where earning your credits is simple and stress-free. Our expert-led online courses cover a variety of topics tailored to your professional needs. With flexible scheduling and the freedom to learn at your own pace, you can leave traditional learning methods behind. Start your journey today and take a confident step toward achieving your professional growth and career goals!


About Instructor

Rod Burylo

Rod Burylo

Manager, Pinnacle Accounting and Finance

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Rod Burylo, CIM, FCSI, serves as Board Advisor and Manager of Capital Markets at Pinnacle Accounting and Finance, bringing decades of financial services leadership as CCO, CFO, and Director across diverse firms.


With over 30 years designing continuing education on business ethics and professional responsibility for CPAs, CFPs, PBAs, and IIROC professionals—as a writer, speaker, and 2004 Canadian Advisor of the Year—he authored books like The Wealthy Buddhist (2019) and earned a 2019 Financial Literacy Champion Finalist nod. Rod consults boards on governance, communications, and compliance while serving public/private companies, associations like the National Exempt Market Association, and nonprofits including the Foundation for the Advancement of Entrepreneurship.

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. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

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 accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

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 professional organizations 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. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

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 accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

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 accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

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.

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Referral Growth Mastery: Build a Client-Generating Network

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

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    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 ONE 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.

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