Winning is Everything

Sales are at the core of CPA firm growth. Your past sales have gotten your firm to where it is today, but you are most concerned about what they will look like in the future. This session will look at how to build a successful sales engine, what the players look like, and the best short and long-term processes for this function to thrive at your firm. We will shine a light on topics such as the culture necessary for business developers to succeed, director and senior manager engagement, pipeline management, breaking down silos, sharing successes internally, accountability and much more. Don’t leave sales to chance. Improve the way you manage the process, and you’ll increase your personal and firm-wide win rate.