AAM COVID-19 Roundtable: Business Development During COVID-19

When:  Apr 8, 2020 from 01:30 PM to 02:45 PM (ET)

AAM will host its second COVID-19 Roundtable on Wednesday, April 8 at 1:30 p.m. ET. The objective of this Roundtable is to continue our peer-to-peer dialogue on how members are dealing with this evolving crisis. 

Program Description

Because of COVID-19, the new normal – however long that lasts – is here. That means business development efforts in a world of social distancing must evolve – rapidly. Whether you’re trying to leverage the crisis to expand your offerings, determining how to continue selling during a time of social distance or adapting your business development and sales strategy to navigate the challenging, yet unique, situation presented by COVID-19, you’re not alone. 

Three subject matter experts will introduce each of the three main section below and offer their insight before we open the forum to hear from you as we exchange ideas to help you, your firms and your clients. 

This Roundtable will focus on: 

Anticipating Buyer Needs

  • Identifying what’s needed by businesses now
  • Developing COVID-19 advisory offering packages – or a whole new service line

Facilitator: Katie Tolin, chief growth guide, CPA Growth Guides

Establishing Short-Term Strategy, Focus and Priorities

  • Balancing client service while continuing to prospect
  • Measuring the mindset of the market
  • Are you hesitant to reach out? How to prospect but not be tone deaf

Facilitator: D. Scott Moore, executive vice president, The Rainmaker Companies

Taking Your BD Efforts Virtual – Keep the Pipeline Flowing During COVID-19

  • The virtual client/prospect experience
  • New approaches to working with prospects and referrals
  • Adjusting business development efforts to the “new normal”

Facilitator: Mitch Reno, principal and director of client experience, Rehmann

Moderator
Christian Moises – Practice Growth Specialist, Ericksen Krentel CPAs and Consultants; committee chair and editor, AAM Growth Strategies. 

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Contact

Heather Scott
859-402-9769
heather@accountingmarketing.org