Business Development

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May 11 2021

Transformational Leadership Program™ (TLP): Workshop 2 - Becoming a Great People and Business Developer

2020-09-19T07:22:45-05:00May 11th, 2021|

*This workshop is part of our 12-month Transformational Leadership Program™ (TLP) The TLP is designed to take your new and future leaders to their next level of success in leading others and your firm. Throughout the intensive one-year program, participants engage in the following: In-depth assessments including a 360 self-examination, input from their superiors, staff, and peers, [...]

Nov 2 2020

Transformational Leadership Program™ (TLP): Kick-off

2020-09-19T07:36:00-05:00November 2nd, 2020||

November 2, 2020: 10:00AM - 12:00PM CT The TLP is designed to take your new and future leaders to their next level of success in leading others and your firm. Throughout the intensive one-year program, participants engage in the following: In-depth assessments including a 360 self-examination, input from their superiors, staff, and peers, and a personality assessment [...]

Sep 16 2020

DCPA Webcast: Remote Business Development in the Age of Social Distancing

2020-08-21T14:15:33-05:00September 16th, 2020|, , |

Wednesday, September 16th, 2:00PM - 3:15PM ET Jennifer Wilson and Tamera Loerzel will speak on the following topic at this upcoming DCPA webcast, hosted by CPA.com: Developing new business is primarily about relationships. As we live with the pandemic in our midst and work in a blended environment, being able to effectively conduct BD meetings [...]

Aug 11 2020

BDO Alliance Webinar: Remote Business Development in the Age of Social Distancing

2020-07-31T15:37:55-05:00August 11th, 2020|, , , |

Tuesday, August 11th, 2:00PM - 3:30PM CT Renee Moelders and Brianna Johnson will speak on the following topic at this BDO Alliance webinar, Remote Business Development in the Age of Social Distancing. Developing new business is primarily about relationships. As we begin living with the pandemic in our midst and working in a blended environment, [...]

Jul 30 2020

Web Seminar: Delivering Impactful Webinars for Your Clients and Prospects

2020-06-24T11:00:19-05:00July 30th, 2020|, , |

Thursday, July 30th, 10:00 AM - 11:30 AM CT The COVID-19 crisis is an essential time to stay in front of clients and prospects. Between financial management advice amidst the downturn, government aid programs like CARES, PPP and other SBA offerings and figuring out how to shift their businesses with social distancing, your clients need [...]

Jul 20 2020

Webinar: Rainmaker Development Program® (RDP) Kick-off: July 20, 2020

2020-05-01T08:31:57-05:00July 20th, 2020|, |

The ability to develop business is a skill that most firms seek in their future leaders. It is also the one area in which most professionals feel least developed or experienced. If you have a group of professionals who wish to become better business developers, consider incorporating our Rainmaker Development Program® (RDP) into your learning programs. [...]

Jun 17 2020

Inspired Ideas Podcast - Episode 8: Evolving to An Advisory, Difference Making Culture with Aaron Ackerman

2020-06-18T11:08:45-05:00June 17th, 2020|Inspired Ideas, Inspired Ideas Podcast, Sales|

Episode 8 of our Inspired Ideas Podcast series features a discussion between Brianna Johnson, ConvergenceCoaching consultant, and Aaron Ackerman, Partner at HoganTaylor, and a graduate of our Transformational Leadership Program™ (TLP). In this episode, Brianna and Aaron explore the original goals and progression of what started as Aaron’s TLP project - weaving business development into [...]

Jun 12 2020

BDO Alliance Webinar: Remote Business Development in the Age of Social Distancing

2020-06-01T10:27:44-05:00June 12th, 2020|, , |

June 12th: Two Sessions Available- 9:00AM or 11:30AM CT (45 Min) Renee Moelders will speak on the following topic for this BDO Alliance webinar, Remote Business Development in the Age of Social Distancing: Developing new business from existing clients, prospective targets, and referral sources is primarily about relationships and in the age of COVID-19 and [...]

Jun 3 2020

BDO Alliance Webinar: Delivering Impactful Webinars for Your Clients and Prospects

2020-06-01T10:25:11-05:00June 3rd, 2020|, , , |

Wednesday, June 3rd - 1:00PM-2:30PM ET Brianna Johnson and Renee Moelders will speak on the following topic for the BDO Alliance webinar, Delivering Impactful Webinars for Your Clients and Prospects: The COVID-19 crisis is an essential time to stay in front of clients and prospects. Between financial management advice amidst the downturn, government aid programs [...]

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