Total Members: 4898

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, October 25, 2017 3:00 PM – 9:00 PM PST
McCormick & Kuleto's 

900 North Point St.
San Francisco, CA 94109


3:00 – 3:30 pm

Gather and Introductions

3:30 – 4:20 pm


CPA Presentation - An accounting marketing professional describes how they are building a social media program to drive customer engagement 

Jennifer Cantero - Marketing Manager - Sensiba San Filippo


4:20 - 4:30 pm


Break


4:30 - 5:20 pm


CPA Panel - CPAs discuss the customer acquisition and retention strategies they are using to develop their businesses

Paula Saidy - CPA, Business Enterprise Service Team, Senior Manager - BPM 

William Lee Sefton, CPA - Owner

Frank Balestreri - CPA, Partner - Sensiba San Filippo


5:20 - 6:00 pm


Vendor Technology Panel – How CPAs are leveraging technology to deliver increased profitability 

Neil Taurins - Director of Sale - Abila

Kevin Cumley - Director Accountants Program - Sage Intacct Acountants Program

Cristina Greysman - VP Ecosytem Expansion - SAP North America


6:00 - 6:50 pm

 
CPA Panel - CPAs discuss how they are developing new revenue streams to increase the profitability of their business

Mark Magel - CTO, Director of Cloud and NetSuite Services - SD Mayer

Allen Douglass - Founder - Altius CPA

Gaby Sankovich, MBA  - President - Sankovich Solutions, LLC

6:50 - 7:40 pm Dinner and discourse - Enjoy dinner with your peers

7:40 – 8:30 pm

 
CPA Presentation - The Changing Face of Client Care - A CPA discusses the multiple ways you can make a positive impression on your clients 

Chris Frederiksen - Co-Founder - Frederiksen Crawford CPAs Inc.

 

8:30 – 9:00 pm

 
Cocktails and Networking