Total Members: 4817

Agenda

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The Cloud Services Community CPA Roadshows

proudly presents

"Developing effective Sales and Marketing and Business Development strategies"

Our CPA roadshows are unlike other events for CPAs as they are focused on issues like sales, marketing and business development. At each event, you’ll hear from other CPAs (not marketing agencies) how they are effectively marketing 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, July 19 2017 3:00 PM – 9:00 PM EST
Angus Club Steakhouse 
135 E 55th St.
New York, NY 10022


3:00 – 3:30 pm

Gather and Introductions

3:30 – 4:10 pm


Best Practice in Marketing – How CPAs are marketing to their prospects and customers

Paul Hatrak - CPA, CGMA, Certified Business Coach - Focal Point Coaching


4:10 - 5:00 pm


CPA panel – 2 CPAs discuss the sales strategies they are using to develop new customer relationships.

Dave Burton - Managing Partner, NYC Practice - Burton & Co

Michael Goldfine - Founder, Managing Partner - Goldfine & Company


5:00 - 5:10 pm


Break 


5:10 - 5:50 pm


CPA Panel – Where’s more profit? – Three CPA’s discuss how they are making a profit from Financial Technology 

Peter Frank - CPA, CITP, Partner - Cornick, Garber & Sandler, LLP

Linda Hamilton - Founder - Linda A. Hamilton CPA PLLC

Joseph Riccie - CPA, Partner & Market Leader - Withum, Smith & Brown


5:50 - 6:30 pm

 
Vendor Panel what do they bring to the table?

Jason Glass - Director Partnership Development - Oracle - NetSuite

Cristina Greysman - Partner Recruitment & Activation - SAP America

Neil Taurins - Director of Sales - Abila


6:30 – 7:30 pm

 
Dinner and discourse - Enjoy dinner with your peers

 

7:30 – 8:15 pm

 
Presentation - How the CPAs are leveraging their website to drive business

Rod Baptie - CEO - Baptie & Co.


8:15 - 9:00 pm

 
Cocktails and Networking