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Perfecting the pitch meeting

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


  • Why are they meeting with you?
    5 mins
  • List the 3 areas of knowledge to research before a pitch
    12 mins
  • Outstanding questions
    20 mins
  • Driving the impact.
    28 mins
  • Make your presentation stick.
    41 mins

Course Description

Sociologist James Hughes said, "The art of communication is the language of leadership." 

Nowhere is this more crucial than for individuals pitching an idea whose success often depends less on what is said, than on how it is said. 

Do you deliver your pitch in a way that instills confidence in you and your team? 

Are you able to communicate your idea, or your vision, with clarity? 

If you can't answer "yes" to these two questions, then your pitch may not be successful.

Pitching is not just for entrepreneurs seeking investor funding. We all have to pitch in one way or another, whether pitching a change initiative to your team or a proposal to the board. We all need to influence someone to adopt our ideas and give us the go-ahead. 

Pitching is the most nerve-wracking part of the idea creation process, and few excel at it, but it doesn't need to be so difficult.

Creating a successful pitch starts with a thorough business plan. From there it’s up to you to identify what makes your business valuable and worth investing in. 

You may have 5-pages of proven financial history and a deep analysis of how you stack up against the competition across multiple industries, but you simply can’t cover it all.

This CPE course covers the steps necessary to successfully pitch your prospective client by understanding your differentiators and learning how to prepare for pitch meetings. 

This is your opportunity to wow them so it’s important to be able to communicate your value in a way that draws them in, gets them excited, and gets them to buy in on the unique value that you bring to the table and why they should move forward with you.

Learning Objectives

  • To list the 4 steps that make a great presentation.
  • To list the 3 areas of knowledge to research before a pitch.
  • To list 3 types of questions to use in each pitch meeting.
  • To list the 6 areas for differentiation that help you tailor your pitch.
  • To identify the 3 parts to a successful presentation.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA