Surgent's Business Development: Referral Rally

Course Details

Date

Sunday, May 1, 2022 – Sunday, April 30, 2023

Field of Study

Communications

Course Number

SU0282

CPE Credit

1 hour CPE credit

Level of Knowledge

Basic

Vendor

Surgent McCoy CPE, LLC

Prerequisites

None

Description

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.

Highlights

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

Objectives

  • Be familiar with ways to expand a client base through networking and referral sources
  • <span class="eop" data-ccp-props="{'201341983':0,'335559739':0,'335559740':240}">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.

$49.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$99.00
Your Price $99.00

CPE Choice

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

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