Atlantic - Teaching Your Staff to Sell Professional Services (AT081914)

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REGISTRATION STATUS: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (850) 224-2727 or (800) 342-3197 if you wish to inquire about registering.

Date:Tuesday, August 19, 2014
Time:8:00am - 10:00am (Registration at 7:45am )
City:Boca Raton
Facility:Boca Country Club, Boca Raton
CPE Credit:2 Technical Business
Instructor: Jay J. Levine, CPA
Vendor:Florida Institute of CPAs (chapter)


2 Hours CPE: Teaching your staff to sell professional services

Teaching your staff to sell professional services.
Presented by Jay Levine, CPA
CPE: 2 Hours TB

Jay holds a degree in Accounting from the Rochester Institute of Technology. He recently retired as a partner from Ernst & Young. Throughout his almost 40 year career, Jay was responsible for using technology to improve efficiency in the delivery of tax and accounting services. Jay tells that he bought his first personal computer in 1978 and has been working with them and every type of technology since then. Before retiring from Ernst & Young, Jay was the Americas Markets Leader for Business Tax Compliance and reporting. Over his career, he developed and implemented strategies and processes for selling and delivering tax compliance services.

The program will provide you with the tools to teach your less experienced staff the nuisances of selling professional services. Starting with the premise that every person they meet is either a client or a potential client, we will discuss the concept of creating a culture of selling. The program will also include discussions on planning, attending and conducting a business meeting. While the idea is to help you, the seasoned professional to train newer staff, you will probably pick up a few tips yourself.

Event Schedule
7:45 am - Registration
8:00 am - Begin Program
10:00 am - End Program

Meal Description
The Boca Club Breakfast:
Home Style Muffins and Flaky Croissants
Fresh Bagels and Cream Cheese
Sliced Seasonal Fruit
Sweet Butter, Grape and Strawberry Jams
Farm Fresh Scrambled Eggs with Chives
Smoked House Bacon
Freshly Brewed Colombian Coffee
Freshly Squeezed Florida Orange Juice
Regular and Decaffeinated Selected Teas



Register by Phone
Call Member Services at (800) 342-3197.

Register By Mail
Not paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions.

Mail your reservation payment to:
Florida Institute of CPAs
P.O. Box 5437
Tallahassee, FL 32314-5437
Please make checks payable to: FLORIDA INSTITUTE OF CPAs

Include with payment:
Event Name:
Member Number:
Meal Choice (if applicable):

Chapter Registration Contact
Howard Isaacs
(561) 292-2782

Cancellation & Refund Policy
Cancellations on chapter events will be accepted up to 3 business days prior to the event and will receive a full refund.

Please Note: Cancellations must be made through the FICPA Member Service Center at (800) 342-3197. Cancellations cannot be processed via the website.

Save the Date

9/16/14, breakfast (new day of month), tax, on the new Repairs & Maintenance Regulations and the dangerous effect of not adhering to them
10/21/14, dinner, featuring Weston Smith (former CFO of Healthsouth)
11/18/14, breakfast (new day of month)
12/16/14, breakfast (new day of month)
1/20/15, breakfast (new day of month), tax, possibly featuring an IRS representative
1/27/15, tax dinner
5/19/15, breakfast (new day of month)
5/26/15, ethics dinner, featuring Mike Kridel
6/16/15, breakfast (new day of month)
6/23/15, A&A dinner and our 3rd annual Ocean Reef Raffle

Atlantic Chapter on Facebook: Your Atlantic Chapter of the FICPA now has a page on Facebook! Our calendar for the year will be posted there as well as pictures from past events. CPE, networking and social opportunities ... that will be the place to look. Follow us on Facebook:
And Membership has its privileges. If you are a member of LinkedIn, join the FICPA's Atlantic Chapter Group. Soon, members will be allowed to post information there about job openings, space needed, etc. But That is ONLY FOR FICPA MEMBERS! And it will be free!

Sponsor Information
Gulfstream Business Bank

Jocelyn Lane
Palm Beach County President

Karen Delaney
Commercial Lender/Relationship Manager

Patrick Jacks
Commercial Lender/Relationship Manager

Regular Price: $35 FICPA Members, $40 Non-Members