PD 101: How to Turn Outreach into New Clients (1 hour) [NT]

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Jul 30, 2020

Registration: 9:30 AM / Program: 10:00 AM - 11:00 AM Pacific Time


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


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

Designed For

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


*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 Subjects

*Professional marketing

*Social and professional interaction

*Social media

*The art of networking

*Methods of outreach

*Taking the long view

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.