Building & Managing a Pipeline CPE | CPD Credits Course

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Building a prospect list

2 mins
Established client list

7 mins
How to manage your list

12 mins
Deals between parties

25 mins
Some kind of activities

30 mins

Course Description

Are your sales stagnating?

Are you looking for ways to improve sales performance?

The answer could be in your sales pipeline.

If there’s one thing that top-performing sales teams do well, it’s managing their pipeline. Building and managing a pipeline is the key to ensuring that all of your business development activities are worthwhile and efficient.

If you’ve worked in sales for any length of time, you know your success is dependent on the quality of your sales prospect lists.

Think about it- you might be the most skilled salesperson at your CPA firm, but if you’re reaching out to the wrong people, your sales skills will have no impact on their desire to purchase your product.

Building a prospect list is essential for establishing a solid customer base as it provides you with a pool of potential customers who could be treated, nurtured, and followed upon.

In this CPE webinar the speaker Ty Hendrickson will answer the following major questions:

What does it mean to manage a pipeline?
What is the data we can pull from our pipeline?
How to ensure making the most out of our business development opportunities?
How to determine the size and scope of your prospect list?
What are the best practices to set up a CRM?

Learning Objectives

To establish the number of prospects for your prospect list.
To integrate the 3 types of prospects into a prospect list.
To construct your CRM to manage your sales pipeline.
To define the 5 sections most used in a CRM.
To define how to use metrics from your CRM.

Recommended For

This Online CPE webinar is recommended for CPAs, CMAs, Accounting Firms and Other Individuals looking to determine the size and scope of the prospect list along with best practices to set up a Customer Relationship Management (CRM).

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Chief Accounting Officer
Cloud Accountants
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
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)
1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1 CE Credit for Certified Wealth Strategist (CWS)
1 General Credit for Accountant/Bookkeeper (ACCT./BK)
1 CPD Credit for Chartered Accountants - ICAEW
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for Chartered Accountants - Scotland
1 CPD Credit for CPA - Ireland
1 CPD Credit for Chartered Certified Accountants (ACCA)

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

QAS Self Study
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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Ty Hendrickson, CPA (US)

Consultant, Inovautus Consulting

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

Inovautus Consulting

inovautus.com/

Growing a professional services firm today is about more than just great marketing and effective business development. It includes the right people, too. Inovautus Consulting was founded on the belief that effective marketing strategy and execution combined with acquiring and retaining key talent is the foundation of growing a professional services firm. We work with accounting firms, law firms, financial planning firms, and other service-based businesses that operate in a multi-owner environment. I invite you to learn more about what we do and welcome you to check out our blog and resources section for tools that can help you grow.

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.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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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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