The Ultimate Guide to Starting a Customer Experience Program for Accounting Firms (PPTX) (3).pdf
Program Description – Client experience (CX) is one of the hottest topics for today's accounting firms. But what is it and what does it mean for your firm?
Program Learning Objectives – After this webinar, you will have learned how to understand, create, and optimize a CX strategy for your firm and how to use CX to increase your firm's offerings and add value to the business.
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Target Audience |
Managing Partners, COO’s, C-Suite Leaders, Service Line Leaders HR, IT, Learning & Development, Marketing and Operational Leaders |
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CPE Credits |
1.0 |
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Field(s) of Study |
Communications and Marketing – Non-Technical |
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Fees |
Free |
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Level |
Basic |
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Delivery Method |
Group Internet Based |
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Prerequisites |
None |
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Advance Preparation |
None |
Presenters
Meghan Mitton, Head of Marketing
Meghan is a marketing professional with 12+ years of experience in creative, communications, product marketing, demand, digital, sales enablement and holistic marketing strategy.
Ryan Smith, Director of Customer Success
Experienced Customer Experience Director with a demonstrated history of working in the computer software industry. Skilled in Operations Management, Freight, Sales, Customer Relationship Management (CRM), and Team Building. Strong support professional with a Bachelor of Business Administration (BBA) focused in Business Administration, Management and Operations from Utah Valley University.
[email protected]
The Leading Edge Alliance, 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: https://www.nasbaregistry.org/cpas/complaints.
For information regarding refund, complaint and program cancellation policies, please contact Carla Blattenbauer at 612-249-0300 or [email protected].
The Leading Edge Alliance National Registry Sponsor Number: 10647