Total Credits: 2 including 2 Business Management & Organization - Non-technical
Whether you are in public practice, a consultant, or in industry – no one wants to lose their clients or their job. But why do so many CPAs treat their clients badly? Result - the client fires that CPA. What are the four (4) leading reasons why clients fire their CPA or consultant? Why do these actions alienate clients? Agreed, some of these actions may be unintentional, but the result is the same, the client moves on. Frustrating because it takes a long time to cultivate good clients.
The discussion focuses on over forty (40) recommendations to strengthen the relationship with the client, to hopefully prevent the client from moving on. You may not practice the Big Four Reasons Why CPAS are Fired, but you probably know others who do. What are the lessons learned? We will discuss proven techniques to effectively retain existing clients, keep you employed and help you gain new clients!
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
Slides Handout (2.6 MB) | Available after Purchase |
Don Minges, MBA, is a fractional CFO who works in diverse industries at various development stages. His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has experience raising equity for several growing firms and has invested equity capital into promising businesses. He has served on the Board of Directors for many firms. He graduated with highest honors from the Fuqua School of Business at Duke.
Sat, Apr 01, 2023 - 10:00am to 12:00pm MDT
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Mon, Apr 10, 2023 - 12:00pm to 02:00pm MDT
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Tue, Apr 18, 2023 - 08:00am to 10:00am MDT
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Thu, May 04, 2023 - 10:00am to 12:00pm MDT
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Thu, May 04, 2023 - 04:00pm to 06:00pm MDT
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Mon, May 15, 2023 - 12:00pm to 02:00pm MDT
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Tue, May 23, 2023 - 08:00am to 10:00am MDT
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Thu, Jun 01, 2023 - 10:00am to 12:00pm MDT
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Sat, Jun 10, 2023 - 12:00pm to 02:00pm MDT
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Mon, Jun 19, 2023 - 08:00am to 10:00am MDT
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Mon, Jun 26, 2023 - 10:00am to 12:00pm MDT
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Tue, Jun 27, 2023 - 04:00pm to 06:00pm MDT
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Tue, Jul 11, 2023 - 12:00pm to 02:00pm MDT
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Wed, Jul 19, 2023 - 08:00am to 10:00am MDT
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Fri, Jul 28, 2023 - 10:00am to 12:00pm MDT
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Tue, Aug 01, 2023 - 12:00pm to 02:00pm MDT
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Fri, Aug 11, 2023 - 08:00am to 10:00am MDT
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Tue, Aug 22, 2023 - 10:00am to 12:00pm MDT
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Thu, Sep 07, 2023 - 04:00pm to 06:00pm MDT
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Fri, Sep 08, 2023 - 12:00pm to 02:00pm MDT
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Fri, Sep 15, 2023 - 08:00am to 10:00am MDT
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Sat, Sep 23, 2023 - 10:00am to 12:00pm MDT
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Mon, Oct 02, 2023 - 12:00pm to 02:00pm MDT
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Wed, Oct 11, 2023 - 08:00am to 10:00am MDT
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Fri, Oct 20, 2023 - 10:00am to 12:00pm MDT
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Mon, Nov 06, 2023 - 12:00pm to 02:00pm MST
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Sat, Nov 11, 2023 - 08:00am to 10:00am MST
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Tue, Nov 28, 2023 - 10:00am to 12:00pm MST
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Fri, Dec 08, 2023 - 12:00pm to 02:00pm MST
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Tue, Dec 12, 2023 - 04:00pm to 06:00pm MST
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Fri, Dec 15, 2023 - 08:00am to 10:00am MST
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Sat, Dec 23, 2023 - 10:00am to 12:00pm MST
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Tue, Dec 26, 2023 - 12:00pm to 02:00pm MST
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Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Business Professionals' Network, Inc. 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
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