Marketing and CPE… A Good Partner for Success?

This past year the headlines have read, “Survey says… Accountant’s need to be better self-promoters!” (Accounting Today, Oct 2000). Another says, “Grow or Die? Staying Independent ( Electronic Accountant – Accounting Technology by Robert Scott ).“ In this rapidly changing market, the escalating needs of clients as well as those of the firm have accountants scrambling to offer more and more services, and with that, to be better marketers.

So how do you learn to market services, new or old, when the demands of day-to-day operations are already a drain on the accountant’s resources? Some professionals are looking to continuing education. And the CPE providers that are offering non-traditional courses are the ones that are winning.

Positive Systems Incorporated (PSI), a pioneer in continuing education, is one such company that recently partnered with nationally known speaker, trainer, and practice development expert Allan Boress to offer “How To Master the Art of Marketing Professional Services”. Mr. Boress’ course is custom-designed to teach professional service providers how to avoid many of the "traps" of ineffective marketing which can be extremely costly, time consuming and disheartening.

Lynda Denlinger, Vice President of PSI commented, “We’re looking to cater to the needs of our customers. We see those needs changing from day-to-day. Offering both traditional and non-traditional courses is the hallmark of Positive Systems and the gateway into a successful practice for financial professionals.”


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Upcoming CPE Webinars

Oct 22This webinar will include discussions of important issues in AU-C 800, Audits of Financial Statements Prepared in Accordance with Special Purpose Frameworks.
Oct 23Amber Setter will show the value of leadership assessments as tools for individual and organizational leadership development initiatives.
Oct 30Many Excel users have a love-hate relationship with workbook links.
Nov 5Join CPA thought leader and peer reviewer Rob Cameron and learn ways to improve the outcome of your peer reviews while maximizing the value of your engagement workflow.