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Improve Your Virtual and In Person Networking Success

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Before starting this self study program, please go through the instructional document.


  • Why networking? Check all that apply
    4 mins
  • Virtual and in person networking
    13 mins
  • Share your contact information
    21 mins
  • Prepare to attend a networking event: one week prior
    26 mins
  • Improve your networking success
    44 mins

Course Description

Networking is essential for your accounting practice. Whether you seek to attract new clients, keep in touch with contacts or remain top of mind with referral sources, networking is a vital business development strategy.

Networking is the best way to attract business.

Many accountants say their best clients are referrals.

Where do referrals come from?

Referrals come from your network.

In the COVID era, you face new challenges to participate in online meetings and connect with the people you meet there.

Improve your virtual networking success and learn tips for when you attend in person events. 

Prepare to make networking work for you!

Key topics covered in this online CPE webinar:

  • Why Networking?
  • How to recruit resources?
  • How to maintain contacts?
  • How to stay up to date informally?
  • Virtual and In Person Networking
  • How to maximize virtual networking?

Click here for more webinars onCommunication & Marketing | Personal Development | Business Organization & Management

Learning Objectives

  • To discuss how to set and reach goals for a networking event
  • To discuss how to maximize participation in a virtual networking group
  • To discuss how and why to introduce yourself in advance to leaders of the group hosting a networking event
  • To discuss how to craft an effective elevator pitch
  • To discuss how to follow up with a networking connection

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Cloud Firms
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA