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Area of Focus Sessions

PRA2604. Improv Techniques for Stronger Client Communications & Advisory Confidence

As client needs shift from compliance to advisory, many accountants feel stuck — they know the numbers but struggle to lead strategic conversations. This high-energy, interactive session uses foundational improv techniques to build the communication muscles accounting professionals need to thrive in today’s environment.

Through practical exercises, small-group activities, and real-life client scenarios, participants will be able to improve their listening, learn to handle curveballs, and practice having value-driven conversations. No performance is required, just a willingness to grow.

This session is especially powerful for firms developing advisory services or looking to increase team confidence and client trust. Participants in improv workshops consistently report feeling more confident in high-stakes client conversations after applying these techniques.

Learning Objectives:

  • Apply foundational improv techniques to strengthen real-time communication, active listening, and responsiveness in client and team conversations.
  • Recognize how to build confidence in leading unscripted conversations with curiosity, including handling client objections, unexpected questions, or high-stakes discussions.
  • Recall simple, repeatable exercises to improve collaboration, psychological safety, and trust within teams.
Date/Time
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Overview – (for individuals at all organizational levels)
Prerequisites
For individuals at all organizational levels
Advanced Preparation
None
Session Tags
Practitioners