Surgent's Business Development: Referral Rally
Start Date
Friday, May 1 2026
Friday, May 1 2026
End Date
Tuesday, April 20 2027
Tuesday, April 20 2027
Credit Hours
1.00
1.00
Fields of Study
Communications
Communications
Type
Seminar
Seminar
Level
Basic
Basic
Member
$49.00
$49.00
Non-Member
$54.00
$54.00
Facility Location
Virtual Learning
Virtual Learning
Company
WEBIN
WEBIN
Vendor
Surgent McCoy CPE, LLC
Surgent McCoy CPE, LLC
Status
Self Study
Self Study
Description
Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing networking groups to meet people that most closely align with the company's vision to choosing the right contacts that will best lead to referrals for the struggling company. The game's accompanying video, "Business Development for Accounting and Other Professionals" provides additional reinforcement of the topics and learning objectives.
Designed For
Accounting professionals needing to develop core business development skills, including the importance of building their professional network
Objectives
- Be familiar with ways to expand a client base through networking and referral sources
- Understand how professionals differentiate their practice in a crowded field of competitors
Major Subjects
- Networking organizations
- Obtaining referral sources
Prerequisites
None