CPA firms across the country are preparing for the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to manage is effective client transition. In addition, all client service professionals, no matter their age, should ensure that their clients have multiple contacts and relationships within the firm. When you operate this way, you overcome objections and client transition becomes a regular and normal occurrence for team members and clients both!
The future sustainability of your firm depends on your successful client transition. Leave this session armed with the information you need to plan and execute your firm’s client transitions effectively.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
After attending this presentation you will be able to…
The major topics covered in this class include:
Leaders and influencers across all practice areas of the firm, operational leaders
This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.