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Agenda

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The Cloud Services Community CPA Business Leadership Forum

proudly presents

"Developing effective Sales and Marketing and Business Development strategies"

Our CPA Business Leadership Forums are unlike other events for CPAs as they are focused on sales, marketing and business development. At each event, you’ll hear from other CPAs (not marketing agencies) how they are effectively growing their firms, the sales initiatives they are undertaking and new business opportunities they are embracing to grow new revenue streams from existing and new clients. There is no cost for attendees – we even provide a fabulous dinner!

Wednesday, January 17, 2018 3:00 PM – 8:30 PM
Ruth's Chris Steak House
6100 Topanga Canyon Blvd., Suite 1360, The Promenade
Woodland Hills, CA 91367


3:00 – 3:30 pm

Gather and Introductions - Arrive for Gathering & Introductions. Appetizers will be served.

3:30 – 4:20 pm


CPA Panel - Beyond Audit and Tax - How to build a wider business relationship with your clients

Lydia Davenport - Controller, CFO - Your Accounting Pros
Joshua V. Azran - Founder - Azran Financial APC


4:20 - 5:00 pm


CPA Partner Presentation - How this firm built a very effective social media presence


5:00 - 5:10 pm


Break 


5:10 - 6:00 pm


CPA Panel – Beyond Time and Materials - Generating new profitable revenue streams

Karla Sasser - Owner - KSasserCPA, the Cyber CFO
Kristen DiFolco - VP, CPA Channel Development - Analytix Solutions
Victoria Marechal - Founder - QB IT


6:00 - 6:40 pm

 
Vendor Panel - Time to profit - A technology vendor discusses the programs they have in place to speed your time to profit

John Greene - Senior Account Manager - Xero


6:40 – 7:40 pm

 
Enjoy dinner with your peers


7:40 - 8:30 pm

 
Cocktails, Networking & Raffle