DATE:
Friday, Jan. 20, 2012

TIME:
12 p.m. ET/11 a.m. CT
10 a.m. MT/9 a.m. PT

FORMAT:
Group-Internet Based

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ATTENDEES LIST

DIAL-IN INFO

RECORDING:
A recording of this webinar will be available approximately one day after the event. To access the recording:

1. After login at AGN-NA.org, locate the middle column headed Toolkit and click on Knowledge Bank

2. Click on PDA Webinars & Meetings

3. Click on Audio Files

4. Click on the appropriate recording

AGN cannot award CPE credit for listening to the recording.

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Partner Development Academy Webinar
Exceptional Client Service:
Getting the Entire Firm on the Same Page
Third in a series of three webinars featuring Sam Allred

In an era of declining client loyalty, increased competition, and accelerating partner retirements, retention of quality clients is an issue of ever-greater importance for many firms.  Most firm leaders know intuitively that clients seldom—if ever—walk away from truly exceptional service. But just what is "exceptional service," and how do you create a firm culture that accepts nothing less than that? What paradigms need to change, and why is buy-in from every firm member so critical to providing this level of service? Why are client service standards so important, and how do you create and implement them? Please join us to learn the answers to these and other vital questions about exceptional client service.

Click here for Presentation Materials

Sam Allred, shareholder and business advisor with Anderson ZurMuehlen & Co., is the founder and director of Upstream Academy, LeaderSkills Institute and the Emerging Leaders Academy.  He speaks and writes extensively both in the U.S. and abroad. 

In high demand as a facilitator for CPA firm retreats, Sam energetically and creatively engages all of the partners in the discussion, using proven processes and their firm’s strengths to successfully navigate challenges the firm may face. 

Sam Allred has been regularly recognized as one of the major influencers of the accounting profession and has been listed for the past three years as one of “IPA Most Recommended Consultants.”

We look forward to your participation. Do not hesitate to contact Patsy if you have any questions.

CPE Information

Learning Objectives:

The overall program’s objective is to provide organizational learning processes that are collaborative and iterative so as to expand participants’ knowledge in the critical technical areas of accounting, auditing and tax, as well as enhancing their leadership skills in teaching, interacting and developing their staff and future firm leaders.

Delivery Method:

Group-Internet Based

Program Level:

Advanced

Prerequisites:

Firm partner, principal, or have partner approval to participate

Advanced Preparation:

None

CPE/Field of Study:

1.0, Practice Management

Cost / Cancellation Policy:

As there is no cost for participation in this webinar, we ask for you to cancel should you be unable to dial-in.

Refund Policy:

n/a

Record Retention:

All CPE records are kept in the AGN database for 5 years.

Complaint Resolution:

Contact Rita Hood, AGN International - North America Executive Director at rhood@agn.org or 1-800-782-2272

AGN International - North America, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org