CPAacademy.org | WINNING AND KEEPING THE NEXT GENERATION OF CLIENTS IN

Content Provider

Sponsored by

Self-Study CPE

ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
View Details/Register

ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
View Details/Register

TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
View Details/Register

HOW TO ONBOARD A NEW CLIENT TO YOUR ACCOUNTING FIRM
View Details/Register

WORKING REMOTELY: 5 STRATEGIES FOR SUCCESS
View Details/Register

MAKING THE HYBRID WORK MODEL WORK FOR YOUR FIRM
View Details/Register

SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
View Details/Register

Winning and Keeping the Next Generation of Clients in Your Accounting Firm

Business Management and Organization

WINNING AND KEEPING THE NEXT GENERATION OF CLIENTS IN YOUR ACCOUNTING FIRM

Available Date(s)

Tuesday, May 24, 2022: 4:00PM EDT

Monday, June 20, 2022: 12:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm

Series: NCPACA, Bookkeeper, Women in Accounting

Course Description

What do next-gen clients want? Millennial clients really dislike email, and how old are you making yourself look with your current processes and systems? Your technology may be making you look outdated or irrelevant. You WILL have millennial clients, so how can you attract the next generation without leaving your current clients behind? This webinar will answer these questions and much more.

Learning Objectives:

Identify how to address the needs of newer generations without leaving your older clients behind

Uncover sustainable practices to streamline your business so you can have one process that delights multiple generations

Learn key strategies to up your client experience game and choose a tech stack that works for everyone

Katey Maddux

Millennial Accounting
Founder and CEO
katey@maquickbooks.com
(248) 318-5892

Meet Katey. She’s a paddle boarder, music lover, Zumba instructor, and travel enthusiast who’s been to 45 countries. She graduated from Baylor University in Waco, Texas, and began a career in the fashion industry. But after coming down with Dengue fever during a 2016 trip to Vietnam, she decided to focus her efforts on the accounting profession. And so Millennial Accounting was born. Katey loves training, encouraging, creating processes, and introducing her clientele to new apps and technology. Millennial Accounting primarily serves two niches (real estate/property management and e-commerce) and is on a mission to serve, inspire, educate, and problem-solve. Katey currently resides in Miami, Florida. We are so grateful to have this traveling, dancing, fashion-loving accounting professional in our CPA Academy family!

Additional Materials

Liscio Handout

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm. Client Experience 2.0 begins with Liscio.