Date: Monday, August 20, 2018
Title: Beyond Business Cards: Building Serious Business Relationships
Speaker(s): Matthew Taus, CPA/PFS, CFP®, Matthew Rappaport, Esq, LLM, and Michael Rosenstein, CFP®
Credits: 2 CPE/MAP
Location: The Courtyard @ Wild, Maney & Resnick LLP
185 Froehlich Blvd
Woodbury, NY 11797
TIme: 3:00 pm - 5:00 pm
Learning Objective: Tips and Tools for young professionals on developing business relationships and client referrals from people they meet networking including how to identify a referral opportunity, how long does it take to see results, matching clients to your strategic partners and managing personalities, increasing revenue and reputation at your firm, finding the time, etc.
Program Pre-requisite: None Program Level: Intermediate
Advanced Preparation: None Type of Delivery: Group Live Seminar
The Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners sponsors this program. The Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners registered with the New York State Board of Education as a sponsor of continuing professional education.
New York State License Number: 000216
For a complete copy of Educational Foundation of N/S NCCPAP education program policies including refund policy and complaint resolution policy, contact Kathy Casey at 516-997-9500 or e-mail firstname.lastname@example.org.