Building a Circle of Influence Finance CPE Selfstudy Course

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Course Description
Course Qualification
Presenter
Faq

Course Description

Overview

What is a circle of influence?

2 mins
Potential referral sources

8 mins
Where to find referral partners?

16 mins
How to build trust?

26 mins
Optimize your activities

39 mins
4 Steps to optimize LInkedin

44 mins

Course Description

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

Learning Objectives

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

Recommended For

This CPE course is recommended for CPAs, CMAs, Accounting and Finance Professionals, CPAs in practice or industry, CEOs, CFOs, Business Owners, Entrepreneurs, and all the Professionals interested in learning proven tips for building a circle of influence.

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Bookkeepers & Accountants & Tax Preparers
Certified Management Accountant
Certified Public Accountant
Chief Accounting Officer
Cloud Accountants
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Entrepreneurial Accountant
Entrepreneurial CPA
Senior Accountant
Staff of Accounting Firm
Young CPA

Course Qualification

Webinar Qualifies For

1 CPD Credit for Chartered Professional Accountant (CPA Canada)
1 CPE Credit of Communications & Marketing for Certified Public Accountants (CPA-US)
1 CPE Credit for Certified Management Accountants (CMA)

Presenter

About Presenter

Ty Hendrickson, CPA (US)

Founder The Sales Seed

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.

About Company

The Sales Seed

www.thesalesseed.com

After working with accounting professionals for close to 20 years in both the accounting profession as CPAs and in the sales industry selling to the accounting market, the Sales Seed Founders recognized an incredible need for sales coaching and sales framework for those in professional services that are on the leadership track and need to grow a book of business. We developed programs and classes for firms looking to provide the necessary tools and resources to develop their potential leaders and grow their firm.

We recognize that sales can be intimidating, whether that means selling their own services or those of their firm, but this is necessary to move up in a career path. With the proper training and framework in place, becoming a “sales person” is actually very simple.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
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Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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