Business Development Basics
College and internships do a great job of teaching the details of tax law, credits and debits, and financial statements. However, many graduates are unprepared for the business development and sales skills necessary to build a book of business and advance quickly in a professional service environment. In this session, participants will learn the basics of pipeline tracking, building a referral network, and practicing the art of sales.​
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COURSE #EC-102 | GROUP ONLINE | 2-50 MIN SESSIONS | 2 CPE CREDIT | $150
During this training, participants will:
Understanding Sales
We will start by learning the basics of the sales pipeline, including reviewing the sales stages, using tracking tools, and setting obtainable goals.
Identify Referrals
Building a referral network is key to an professional service. Learn how to start this process and begin making your individual outreach list.
Practice the Art
We will practice the art of selling, but without the uncomfortable sales pitch. Hear how "naturals" build their book and close sales.
Program Details
Fields of Study:
Program Level:
Prerequisites:
Advanced Preparation:
Delivery Method:
Presenter:
Reviewer:
Sales, Business Development, Professional Skills, Career Development
Introductory
Must be an associate or senior associate in first two years in the role
No preparation needed
Group Internet Based, Live Webinar
Ann Kidd
Jeff Brandt, Xamin CEO
PRESENTER:
Ann Kidd
Ann Kidd is the president of Content CPA and the former Managing Director of Talent & Brand for a top accounting firm. Ann has over a decade of experience in HR planning and training and holds a master's degree in Marketing Communications from Northwestern University. Ann was named a Crain's Chicago Business Notable Leader in Community Development in 2021 and the US Financial Marketer of the Year in 2022.
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WHY CONTENT CPA
The Content CPA team started together as an in-house marketing and training team for an accounting firm with an aggressive (and successful) growth plan. Today, we are bringing relevant training and marketing support to this industry. All of our CPE must meet three critical requirements. It must be engaging. It must build skills critical for growth. It must applicable to real-world accounting challenges.
Content CPA 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.