Public Webinar: Capacity Issues? Right-size Your Client Base

Jennifer Wilson and Renee Moelders will facilitate a 100-minute webinar eligible for 2 CPE on the following topic hosted by CPA Crossings on August 11th:

Capacity Issues? Right-size Your Client Base

Across the profession, firms are facing tremendous opportunity yet have limited capacity to capitalize on it. Capacity-building strategies are available but take precious time and resources to plan and implement. There is, however, one strategy that everyone can implement immediately to significantly improve capacity before their next busy season - reducing your firm's client load. Together, we'll explore the reasons to take this on and share tried and true strategies to support a more successful client reduction initiative.

After attending this presentation you will be able to...

• Recall the six reasons why culling is the right strategy for your firm, your leaders, your team members, and even your clients
• Recognize how to get started quickly and impactfully with timing and an approach that honors relationships with long-standing clients
• Identify strategic communication strategies and consistent position statements to protect your brand and reputation in your communities
• Indicate potential barriers that might get in the way of a culling initiative and how to proactively overcome them

Who should attend: Leaders and influencers across all practice areas of the firm, operational leaders

Developed By: ConvergenceCoaching, LLC

Instructor: Jen Wilson/Renee Moelders

CPE Credit:2

Field of Study: Business Management & Organization (2 CPE)

Prerequisites: None

Advanced Preparation: None

Format: Group-Internet-Based

Click Here to Register