Surgent's Business Development: Referral Rally - Download

Course Details


Thursday, June 1, 2023 – Tuesday, April 30, 2024

Field of Study


Course Number


CPE Credit

1 hour CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC




Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing networking groups to meet people that most closely align with the company's vision to choosing the right contacts that will best lead to referrals for the struggling company. The game's accompanying video, "Business Development for Accounting and Other Professionals" provides additional reinforcement of the topics and learning objectives.


  • Networking organizations 
  • <span data-ccp-props="{'201341983':2,'335559739':0,'335559740':345}" class="eop">Obtaining referral sources


  • Be familiar with ways to expand a client base through networking and referral sources 
  • <span data-ccp-props="{'201341983':0,'335559739':0,'335559740':240}" class="eop">Understand how professionals differentiate their practice in a crowded field of competitors

Designed For

Accounting professionals needing to develop core business development skills, including the importance of building their professional network

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $99.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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