PD 101: How to Turn Outreach into New Clients - LES
- Average Rating:
- Not yet rated
- Topic Areas:
- Not Available
- Bundle(s):
- Bundle updates | bundle type 3 | Kit Test | bundle 1 - these things are similar | teste
- Categories:
- Insurance | On Demand Pass | Personal Development | Practice Management
- Speaker:
- Mr. Hadrian H. Merlin Jr, CPA
- Duration:
- 1 Hour
- Format:
- Audio and Video
- Original Program Date:
- Nov 29, 2021
- License:
- Access for 15 day(s) after purchase.
Tags: ACPEN Produced On Demand
Description
Most public accountants dread the thought of marketing. Outreach is an opportunity to tell the world about yourself, your expertise, and what your firm does best. There is an excitement in reaching out to people and see them become your clients because they believe in you and your skills. Over the years, I have discovered a multi-faceted approach that leads to success if you are willing to be patient and take the long view. Some of the best opportunities have come from the most unexpected places. In this one hour webcast, we will discuss:
- 4 ways to successful outreach
- Develop your own skill-set
- Being “out there”
- Building people’s trust
- Working with network partners
- The importance of attaining “expert” status
Learning Objectives:
- Knowing what is not professional outreach
- Building professional relationships
- Communicating like a human showing respect
- Learning to "press the flesh"
- Becoming a technical "guru"
- Searching for opportunities from the most unlikely places
- Learning how to "think outside of the box"
Major Subjects:
- Professional marketing
- Social and professional interaction
- Social media
- The art of networking
- Methods of outreach
- Taking the long view
Credits
1 hours
1 hours
The Maryland Board of Professional Counselors & Therapists certifies that this program meets the criteria for 1 credit hours of Category A continuing education for Counselors and Therapists in Maryland.
Chesapeake Life Center is authorized by the Board of Social Work Examiners in Maryland to sponsor social work continuing education learning activities and maintains full responsibility for this program. This training qualifies for 1 Category 1 continuing education units. Upon completion, you will be given an approval to submit credit.
Speaker
Mr. Hadrian H. Merlin Jr, CPA Related Seminars and Products
Principal
Gelman, Rosenberg & Freedman
As a Principal in the firm’s Outsourced Accounting & Advisory Services group, Mr. Calabrese brings a successful track record of working with both nonprofits and government contractors. His remarkable career includes positions with the Air Force Audit Agency, Defense Contract Audit Agency, 3 government contractors, addition to 20+ years in public accounting. Mr. Calabrese’s extensive experience with the Cost Accounting Standards (CAS) and CAS disclosure statements, Federal Acquisition Regulation.
Mr. Calabrese has hands-on experience with the Uniform Guidance for Federal grants which positions him as a sought-after resource and consultant with respect to: grant cost accounting, sub-recipient monitoring, preparation of over (100) indirect rates / NICRA for several Federal agencies, policies and procedures, medical management systems invoicing to state Medicaid agencies and toolkit for unit cost rates for Ryan White HIV AIDS HRSA awards.
Mr. Calabrese is a prolific speaker on Uniform Guidance and government contracting topics, making frequent presentations at seminars and conferences for NGMA, MACPA, Virginia Society of CPAs, GWSCPAs as well as firm-sponsored events.