 |
Issue
14–Fall 2006
More electronic
newsletter articles:
New
News
An Extended CPE Video Course Offer
The discount offer on the self-study courses we developed in conjunction with the AICPA has been extended! For a limited time, you can purchase these two video-based CPE courses focused on accounting firm business development: Marketing: Successful Strategies for CPA Firms and Successful Selling Strategies for CPA Firms at a significant discount of 15%.
When you and other members of your firm take our Marketing: Successful Strategies for CPA Firms video course you will have the tools to:
- Understand the importance of your firm's brand identity and marketing strategy
- Develop a cross-selling and client communication methodology
- Develop and implement proven lead generation strategies
- Create a firm-wide marketing calendar
When you have completed our Successful Selling Strategies for CPA Firms video course you will have the tools to:
- Develop a sales culture in your practice
- Implement a proven sales methodology
- Develop a consistent sales process and manage your sales pipeline
The Successful Selling Strategies for CPA Firms course offers 8 CPE credits and is $150.00 for AICPA members and $187.50 for non-AICPA members for the DVD format. The Marketing: Successful Strategies for CPA Firms course offers 12 CPE credits and is available for $160.00 for AICPA members and $200.00 for non-AICPA members for the DVD format.
To take advantage of this special offer, use code GV when you place your DVD order at www.cpa2biz.com or call 1-888-777-7077 by no later than October 31, 2006.
Generate more opportunities for your practice by developing your firm's core competencies in marketing and selling and by implementing our proven marketing and sales strategies within your firm!
The ConvergenceCoaching team will be attending and speaking at several events over the next several months, including:
September 26
Alliott Group Conference
Miami, FL
www.alliottgroup.net
Speaker: Jennifer Wilson
Presentation:
>Recruiting and Retaining the Brightest and the Best
October 9
Missouri Society of Certified Public Accountants
MAP Conference
Kansas City, MO
www.mapconference.com
Speaker: Tamera Loerzel
Presentation:
> Creating a Culture of Ownership and Accountability
October 30
AICPA
PCPS Large Firm Group Meeting
New York, NY
www.aicpa.org/pcps
Speaker: Jennifer Wilson
Presentations:
>New Partner Sources for Your Firm
>Managing Conflict Successfully
>Practicing in Concert - Gaining Partner and Firm Alignment
November 1
The Leading Edge Alliance
Miami, FL
www.leadingedgealliance.com
Speaker: Jennifer Wilson
Presentation:
>Strategic, Tactical & Succession Plans
November 6-7
Information Technology Alliance Conference
Scottsdale, AZ
www.italliance.com
Speaker: Tamera Loerzel
Presentation:
>Succession Planning: Preparing Your Firm to Run Without You
November 7
Nebraska Society of Certified Public Accountants
Annual Meeting and Fall Conference
Lincoln, NE
www.nescpa.org
Speaker: Jennifer Wilson
Presentations:
>Recruiting Top Talent to Your Firm
>Managing Conflict Successfully (If Not Cheerfully!)
November 14
North Carolina Association of CPAs
67th Annual Symposium
Greensboro, NC
www.ncacpa.org
Speaker: Jennifer Wilson
Presentation:
>Preparing Your Firm to Run Without You
November 14-15
BDO Seidman Alliance Conference
Scottsdale, AZ
www.bdo.com
Speaker: Jennifer Wilson and Tamera Loerzel
Presentations:
>Practice Leaders Workshop: A Focus on Business Development
>Practice Leaders Workshop: A Focus on Succession Planning
We hope to see you at these conferences and others in the future. For a complete listing and future updates on topics to be presented, check out www.convergencecoaching.com/conferences.htm.
Please let us know if you will be attending any of these events. We'd love to catch up with you!
Upcoming Web Seminars!
The ConvergenceCoaching team offers a complimentary web seminar series designed to help you develop “soft” skills in a variety of areas, including leadership, marketing, sales, and human resources. We are also able to provide continuing professional education (CPE) credit for a small administration fee of $29.
Please watch your e-mail inbox for invitations and plan to join us for our upcoming 75-minute web seminars held at 11:00 a.m. ET:
September 21 |
Effective Communication and Meeting Skills Top 10 Busy Season Strategies |
Thinking About Training or Need a Speaker for a Conference or Event?
Our Presentations and Workshops Catalog contains course descriptions and other information about our speakers, training workshops, and presentations offered by ConvergenceCoaching. A downloadable version of the catalog is available on our web site at www.convergencecoaching.com/presentations.htm.
Whether you need staff and leadership training or need a speaker for a conference or event, our courses can be tailored to your specific practice or business objectives. In addition, we're always pleased to speak at industry events.
If you would like to discuss practice-based education, please contact us at Krista@convergencecoaching.com or call Krista Remer at (402) 891-6393.
Peer Review Opens the Door to Great Opportunities
If you’ve ever thought about becoming a peer reviewer, now is the perfect time! With over 32,000 firms participating in the Peer Review Program, demand in this important professional program has simply never been higher.
Peer review services will enhance your knowledge of professional standards and enable you to provide better service to your clients. When you become a peer reviewer, you’ll:
- Be seen as an expert and gain the respect of your peers.
- Identify the best practices of other firms and use them to sharpen your own skills and reinforce your accounting and auditing knowledge.
- Receive referrals for additional services as a result of performing peer reviews.
- Benefit the accounting profession with your skills.
- Develop an additional profit center for your firm.
To qualify as a peer reviewer you must be an AICPA member, active in public practice at a supervisory level in accounting or auditing, and have five years of public accounting experience.
For a complete list of peer reviewer requirements and to obtain more information about the Peer Review Program, visit http://www.aicpa.org/members/div/practmon/become_peer_reviewer.htm, e-mail PeerReviewupdates@aicpa.org, or call 201-938-3030.
Enhance your skills, your market positioning, your practice, and the CPA profession by becoming a peer reviewer today!
Accounting Technology Feature
Congratulations to our client, RBSK Partners, PC, an accounting and consulting firm who was recently featured on the cover of Accounting Technology! The cover story details how RBSK’s software consulting services are helping their small business clients keep accurate financial records so they can spend their energies on their business - serving their customers. We know that other firms like RBSK will benefit from their experience and willingness to share with Accounting Technology readers. Great job!
Houston Top 25
We are pleased to announce that our client, Malone & Bailey, PC, has made the list of the top 25 largest accounting firms in Houston as a result of their commitment to growth and mission to provide their small public company clients with big-firm audit and reporting expertise while maintaining small-firm efficiency and service. We are so proud of your efforts!
Welcome New Clients!
The ConvergenceCoaching team welcomes our new clients to the Convergence circle of friends! Warmest welcome to:
M.J. Baker & Associates, Inc. in Avon Lake, OH
PayCycle in Palo Alto, CA
We are excited that you have taken the ConvergenceCoaching leap of faith and look forward to making a difference for you and introducing you to our network of clients and friends!
|