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Surgent's Getting Ahead: The Art of Marketing for CPAs

Thursday, December 5
 9:00am - 11:00am

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2.00 Credits

Member Price $99.00

Non-Member Price $134.00

Overview

To many clients, CPA firms all look the same. While services and specialties may vary significantly from one firm to another, it is hard for the average person to see this by simply looking at the sign outside our office door. Is there any way to make us stand out more to the outside world? Through surveys, statistics, and examples, this course looks at how CPA firms can develop a marketing plan beyond just relying on referrals. We look at the pluses and minuses of various marketing channels, regulatory constraints, and how to measure success in the competitive financial services space.

Objectives

  • Identify common problems involved in marketing CPA services
  • State the common elements of a marketing plan for a service organization
  • List ethical considerations and common state regulatory requirements CPA firms must abide by in their marketing practices
  • Describe what survey data and statistics show about the effectiveness of various marketing channels
  • Describe how to develop metrics to measure the success of marketing efforts

Highlights

  • Challenges of marketing CPA firms
  • Developing marketing strategy 
  • Elements of a marketing plan
  • Example: CPA firm marketing plan
  • Marketing regulatory/AICPA issues
  • Picking the right marketing channels 
  • Marketing channel statistical analysis 
  • Developing marketing metrics

Designed For

CPAs who want to improve their firm’s competitive position by utilizing new and unique marketing techniques

Prerequisites

Basic knowledge of marketing concepts

Preparation

None

Notice

To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange “Launch Event” button.

Leader(s):

Leader Bios

David Peters, Peters Professional Education LLC

David R. Peters, CPA, CFP, CPCU, MST, MBA

David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over sixteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.

David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years. Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four master’s degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

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Non-Member Price $134.00

Member Price $99.00