Mobile Edition

PD 101: How to Turn Outreach into New Clients (ACPHT009)

Date:Thursday, September 19, 2019
Time:8:00 AM - 9:00 AM
(Registration at 7:30 AM)
Facility:Webcast or Webinar, Online
CPE Credit:1.0 Technical Business
Instructor: Paul H. Calabrese
Course Level:Basic
Early Bird Price:$39.00 FICPA Members, $59.00 Non-Members


Most public accountants dread the thought of marketing.  Outreach is an opportunity to tell the world about yourself, your expertise, and what your firm does best.   There is an excitement in reaching out to people and see them become your clients because they believe in you and your skills.  Over the years, I have discovered a multi-faceted approach that leads to success if you are willing to be patient and take the long view.  Some of the best opportunities have come from the most unexpected places.

In this one hour webcast, we will discuss:

- 4 ways to successful outreach

- Develop your own skill-set

- Being “out there”

- Building people’s trust

- Working with network partners

- The importance of attaining “expert” status


  • Knowing what is not professional outreach

  • Building professional relationships

  • Communicating like a human showing respect

  • Learning to "press the flesh"

  • Becoming a technical "guru"

  • Searching for opportunities from the most unlikely places

  • Learning how to "think outside of the box"

    Major Topics:

  • Professional marketing

  • Social and professional interaction

  • Social media

  • The art of networking

  • Methods of outreach

  • Taking the long view

    Who Should Attend:
    Partners, senior management, consultants and others interested in PD within a public accounting firm as well as sole practitioners


    Advanced Preparation:
    Come with an open mind.


    If listed below, select the appropriate sessions or options to continue with your purchase.

    Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.