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PD 101: How to Turn Outreach into New Clients- Liz number one

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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

Tags: ACPEN Produced On Demand

Details

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Bundle(s):
Bundle updates | bundle 1 - these things are similar | Kit Test
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:
Feb 08, 2022
License:
Access for 90 day(s) after purchase.

Credits

Business Management & Organization - NO JURISDICTION

Handouts

Course Handout (487.5 KB) 1 Pages Available after Purchase

Speaker

Mr. Hadrian H. Merlin Jr, CPA's Profile

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.

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