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PRODID://NDCP//497699
BEGIN:VEVENT
DTSTAMP:20260430T111810
VTIMEZONE:America/Chicago
DTSTART:20261221T150000Z
DTEND:20261221T170000Z
UID:497699
SUMMARY:Surgent's Mastering Client Management for Accounting and Finance Professionals (CLM2)
LOCATION:Webinar
DESCRIPTION:Surgent's Mastering Client Management for Accounting and Finance Professionals (CLM2)\n\n12/21/26 09:00 AM CST\n - 12/21/26 11:00 AM CST\Description:\nDo you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape.
 Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.  Objectives:
 Identify and manage client risks and expectations
 Develop strategies for boosting client satisfaction and loyalty
 Understand client management best practices
 Develop practical skills to build stronger client relationships and improve client satisfaction
 Leverage technology to enhance your client service capabilities
 Discover strategies to optimize client retention and drive growth in your practice
 Presenters:Jason Cornell, Esq.Field of Study:Business Management and Organization (2)Major Topics:
 The evolving landscape of client expectations in the accounting profession
 Building strong and lasting client relationships through effective communication, empathy, and proactive service
 Implementing efficient client onboarding and engagement processes
 Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service
 Effectively resolving client concerns and complaints
 Utilizing client feedback to continually improve your practice
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Mastering Client Management for Accounting and Finance Professionals (CLM2)<br /><br />12/21/26 09:00 AM CST - 12/21/26 11:00 AM CST<br />Description:<br />Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape.<br />
<br />
Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.  <br><br><b>Objectives:</b><br><ul>
    <li>Identify and manage client risks and expectations</li>
    <li>Develop strategies for boosting client satisfaction and loyalty</li>
    <li>Understand client management best practices</li>
    <li>Develop practical skills to build stronger client relationships and improve client satisfaction</li>
    <li>Leverage technology to enhance your client service capabilities</li>
    <li>Discover strategies to optimize client retention and drive growth in your practice</li>
</ul><br><b>Presenters:</b><br>Jason Cornell, Esq.<br><br><b>Field of Study:</b><br>Business Management and Organization (2)<br><br><b>Major Topics:</b><br><ul>
    <li>The evolving landscape of client expectations in the accounting profession</li>
    <li>Building strong and lasting client relationships through effective communication, empathy, and proactive service</li>
    <li>Implementing efficient client onboarding and engagement processes</li>
    <li>Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service</li>
    <li>Effectively resolving client concerns and complaints</li>
    <li>Utilizing client feedback to continually improve your practice</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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