Fostering Extraordinary Client Engagement in the New Economy

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CISA
  • CPA (US)
  • CA - ICAEW
  • HRCI
  • SHRM
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: January, 2022

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Core values the foundation for client engagement in the new economy
    4 mins
  • Four common core values for client engagement
    7 mins
  • Example of core values
    30 mins
  • What is a trusted advisor?
    44 mins
  • content platforms to build your influence strategy
    68 mins
  • Five effective ways to foster client engagement
    86 mins

Course Description

Disruption in the economy is a key driver of change for businesses. Addressing change starts with your business's core values and then leading by example at all levels within your business and with clients. 

A steady and consistent client flow is more important than ever as practitioners rebuild and establish new ways to serve their clientele. Many accountants are reporting real suffering with their (lack of) client flow and are desperately seeking answers for how they can break through the economic challenges bounce back with record-breaking monthly profits and new clients.

Knowing each other's roles and duties along with the ability to relate and understand your clients in terms of communication is vitally important to foster engagement as part of the process over time. It is about leveraging the strengths of your business along with aligning your core values to your customers from within. This leads to developing engagement to interdependently grow together and serve customers at a deeper level.

Learning Objectives

  • To learn the importance of core values for expanding higher engagement with clients that lead to referrals
  • To learn the five most effective ways to foster engagement with clients
  • To learn marketing ideas to implement for client engagement

Recommended For

  • This Online CPE webinar on Communication and marketing is recommended for CPAs who desire to help their clients with better client engagement strategies. 
  • This Online CPE webinar on Communication and marketing is recommended for CPAs in Canada who want to help their clients with improves strategy for client engagement in new economy

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CPD Credit of Communication for Chartered Professional Accountant (CPA Canada)
  • 2 CPE Credit of Communications & Marketing for Certified Public Accountants (CPA-US)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit for Accountant/Bookeeper
  • 2 CPD Credit for CA - ICAEW
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland
  • 2 CPD Credit for Chartered Certified Accountants (ACCA)
  • 2 CPE Credit of Communications & Marketing for Certified Fraud Examiner (CFE)
  • 2 CPE Credit for Certified Government Financial Manager (CGFM)
  • 2 CPE Credit for Certified Information Systems Auditor (CISA)
  • 2 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 2 PDC Credit for SHRM Professionals (Approval No. 22-S5YQZ)
  • 2 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 596526)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • 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

Christopher Salem

Chief Executive Officer (CEO), CRS Group Holdings, LLC

Christopher Salem is an Executive Coach, Corporate Trainer, and Professional Speaker mentors C-Suite, CPAs, Financial Advisors, Physicians, and other business leaders to build and protect their brands by raising their level of influence as trusted advisors to maximize their results.  He also works with companies to create an interdependent work environment and thriving culture through a growth mindset foundation, effective communication, transparent leadership, and higher engagement.  

His book Master Your Inner Critic / Resolve the Root Cause – Create Prosperity went international best seller in 2016. He also co-authored the recent edition to "Mastering the Art of Success" with Jack Canfield. His weekly radio show Sustainable Success is part of the Voice America Influencers Channel.  Chris is also an accomplished business & emotional intelligence strategist, award-winning author®, certified mindset expert, radio show host & media personality, and wellness advocate.  

He works with organizations such as such as JP Morgan – Chase, Ralph Lauren, GE Research, UTC - Pratt & Whitney, Raytheon, Microchip Technologies, Anthem, US Census Bureau, United Healthcare, Laticrete Corporation, Hubbell Corporation, Conning & Company, Foxwoods Casino, and NYPD Forensics Department including universities such as University of Hartford, Westchester Community College, Bay Path University, Worcester State University, and spoke on overcoming limited beliefs for peak performance at Harvard University’s Faculty Club and US Senate.

About Company

CRS Group Holdings, LLC

www.christophersalem.com/

Executive coaching for business leaders looking to grow personally and with their business through building their brand by raising their level of influence as trusted advisors. This starts with building a success foundation from a growth mindset eradicating self limited beliefs that are holding you back.

Coaching and consulting with companies of all sizes to build an interdependent work community and culture that leads to greater engagement, innovation, productivity, and revenue. This is facilitated through establishing core values to build a collaborative work environment facilitated through effective communication and transparent leadership principles.

In addition, we work with entrepreneurs, start ups, and companies as to many aspects of the lifecycle or business. This includes developing business plans, investor presentations, business strategy, marketing & influence strategy, value statements, conduct business valuation, and exit strategy.

Faq

FAQs content

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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.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

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