Webinar Details
Course Description
Working with happy clients is life-giving! Happy clients stick around and become your most loyal source of referrals. Find out how to build a firm culture oriented toward providing a top-notch client experience. Along the way, help your clients connect to their purpose.
Learning Objectives
- Recognize the hallmarks of true client service and how to imbed a customer-experience mindset within your firm
- Identify how to build a network of expert advisors to help you serve your clients as their business and estate needs grow
- Explore conversation-starters to serve clients on a deeper level by connecting with their purpose
Prerequisites
- None
Who Should Attend
CPAs, accounting/finance professionals who work with clients.
Advanced Preparation
None
Presenter Details
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Liz Briggson
- Director, Partnerships & Education
Liz Briggson leads Partnerships and Education for Encoursa. She is passionate about helping people reach their potential. Knowing firsthand the power of pursuing and maintaining professional designations, Liz builds partnerships with companies around the world who share new ideas and teach best practices while providing opportunities for professionals to earn CPE credit.
Drawing on her own career experiences in Big 4 public accounting, corporate finance, and business valuation, Liz delivers educational programming designed to enlighten audiences and inspire action. Liz is a licensed CPA in the state of Michigan.
NASBA Sponsor
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Encoursa 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: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
Success in 202SIX CPA Firm Summit: Setting Your Clients Up for Success
Sponsored by Encoursa
- Dec 10, 2025
- 3:00 PM EST
- Credits: 1.00
FREE
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