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Concurrent Session Onsite and Online

FMA2313. The Importance of Relationships: How to Evangelize the Message to your Partners and Employees.

Building and sustaining professional relationships is critically important to the long-term success of any CPA or professional services firm. This session will explore practical strategies for building Firmwide competencies in this area and leveraging one of your Firm's most important assets that is NOT reflected on your balance sheet. It will also address how to develop a strategic focus that will help embed a focus on relationships into the DNA of your Firm.

Learning Objectives:

  • Recognize why relationships may be your Firm's most valuable asset not reflected on the balance sheet.
  • Identify techniques to optimize the benefits of the Firm's collective relationships.
CPE Credits
NASBA Field of Study
Communications and Marketing
0-2 years in the Profession
Advanced Preparation
Session Tags