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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 improve their listening, learn to handle curveballs, and practice having value-driven conversations. No performance 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 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.
  • Build confidence in leading unscripted conversations with curiosity, including handling client objections, unexpected questions, or high-stakes discussions.
  • Use 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

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