Eight 50-minute Webinars
Watch live or on demand
The Capstone Summer Series is the resource you've been looking for!
Each webinar will be held from 2:00-3:00 p.m. Eastern. All will be recorded for viewing on demand. The investment is $39 per webinar – or purchase the Capstone Summer Series Bundle for $234, a 25% discount.
Let’s spend 50 minutes together every other week for your personal growth. You’ll finish your summer with more than a tan!
Questions? Contact Jean Caragher for further information.
CAPSTONE SUMMER SERIES BUNDLE
Purchase the bundle and attend all eight webinars (listed below) for a 25% discount. It's like getting two webinars for FREE! Remember: All webinars will be recorded for viewing on demand. CPE: 8 hours
$234- REGISTER FOR THE BUNDLE!
HELLO-GOODBYE END OF SUMMER BUNDLE
Purchase the last two webinars of the series: Client Retention Strategies Every Firm Can Use and How to Fire a Client (descriptions below) for a 25% discount. Remember: All webinars will be recorded for viewing on demand. CPE: 2 hours
*June 25, 2019 - 3 Things High Performing Firms Don't Want You to Know
CPE: 1 hour
Learn the secrets of high performing accounting firms. By attending you will learn about:
$39- REGISTER TODAY!
*July 9, 2019 - Marketing Planning: Firm, Niche, Personal.
CPE: 1 hour
A firm marketing plan is no longer a “nice to have” – it’s a “must have.” The most successful CPA firms - large, small and in between - are 14 times more likely to work from a written marketing plan. Using exclusive, proven, data-driven methodologies, you will identify and analyze the most effective habits of high-performing firms and focus on the techniques most likely to achieve success at your firm.
Attend this webinar and learn:
$39- REGISTER TODAY!
*July 23, 2019 - How to Develop Your Referral Source Network
CPE: 1 hour
Referrals are the lifeblood of your firm’s business development program. Networking with prospects and referral sources is one of the top four marketing activities firms of every size plan to increase. This is particularly important since “referrals from peers, friends or family” is the top tool millennial business owners use to find accounting services.
Creating and nurturing a referral source network will contribute to your firm’s growth, client satisfaction, and your personal confidence and career advancement. Attend this webinar and learn how to:
$39- REGISTER TODAY!
*August 6, 2019 - 5 Ways to Boost Your Social Media Profile
CPE: 1 hour
Uncover the value social media brings to your overall marketing program. Attend and you will learn about:
This feasible and focused webinar will show you why social media is a Top 3 marketing tool of firms of every size.
$39- REGISTER TODAY!
*August 20, 2019 - 6 Essentials for Lead Generating Websites
CPE: 1 hour
Discover how to turn your website into a lead generation tool. Attend and you will learn:
This feasible and focused webinar will reveal why you need to upgrade your firm’s website – a top marketing goal for accounting firms.
$39- REGISTER TODAY!
*September 3, 2019 - How to Find Your Business Development ‘Sweet Spot’
CPE: 1 hour
It’s important to have as many of your team members involved in business development as possible in order for your business to experience growth. Yet, when faced with creating and implementing a firm marketing plan, most CPAs don’t know where to begin, have misconceptions about marketing tools or avoid involvement altogether.
This webinar will help you identify your business development “sweet spot” — the marketing activity with the biggest return for you. Attend and:
$39- REGISTER TODAY!
*September 24, 2019 - Client Retention Strategies Every Firm Can Use
CPE: 1 hour
CPAs have lost focus on client retention. According to the PCPS CPA Firm Top Issues Surveys client retention hasn’t ranked among the top five issues since 2013. If no one is focused on client retention your clients are at risk. In fact, poor client service and inattentiveness is the #1 reason why clients switch CPA firms. This webinar will focus on:
$39- REGISTER TODAY!
*October 1, 2019 - How to Fire a Client
CPE: 1 hour
In the latest available research on the topic from CPA Trendlines, 75 percent of survey respondents indicated they’d like to fire a few of their clients and another 14 percent said they’d like to fire some of them. Thirty-two percent had fired a client within the past 12 months and 20 percent within the past 30 days. Only 10 percent had never fired a client.
With a finite amount of time and resources, not to mention the desire for work-life balance, you want to be sure you are investing in your best clients. Attend this webinar and learn:
$39- REGISTER TODAY!