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Leveraging LinkedIn for Prospecting - 1 CPE(BD008)You may not have realized it when you started in accounting but you can’t focus on only accounting if you want to grow your firm. You have to put on your “sales” hat in order to grow your business. But how do you start? Even more, how can you add social selling as a new way of reaching clients? This course looks at one of the most powerful tools available to you and it’s free! If you are on LinkedIn and you haven’t used it to gain clients, you will learn new ways to change the way you are using LinkedIn and how to prospect with this powerful tool. Participants will learn how to: • Define 4 characteristics of your ideal client to search on LinkedIn • Craft an enticing headline to attract your ideal client • Apply 3 advanced search filters for greater results • Compose a connection strategy for ideal clients • Establish credibility using groups To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: Participants are those involved in business development activities. Who Should Attend: Anyone who is actively trying to gain new clients and is interested in utilizing LinkedIn as a prospecting tool for their firm. Advance Preparation: None Program Level: Basic Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/226
Leadership & Influence - 1.5 CPE(ML002)They say that leaders are born, not made. While it is true that some people are born leaders, some leaders are born in the midst of adversity. Often, simple people who have never had a leadership role will stand up and take the lead when a situation they care about requires it. A simple example is parenting. When a child arrives, many parents discover leadership abilities they never knew existed in order to guide and protect their offspring. There are countless war stories of simple GI’s and sailors who rose to a challenge on their own in the heat of battle. Clearly, leadership potential exists within each of us. That potential can be triggered by outside events, or it can be learned by exploring ourselves from within. This training takes the latter approach. Once you learn the techniques of true leadership, you will be able to build the confidence it takes to take the lead. The more experience you have acting as a genuine leader, the easier it will be for you. It is never easy to take the lead, as you will need to make decisions and face challenges, but it can become natural and rewarding.   Participants will learn how to: • Define leadership and identify traits • List the 3 theories of leadership • Design your leadership vision • Plan to grow staff with encouragement strategies • Formulate goal setting strategy To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.5 CPE Credits Field of Study: Business Management & Organization Additional Information: Prerequisites: None Who Should Attend: Anyone new to a leadership role and wanting to learn how to influence followers Advance Preparation: Attendees should be in a manger or higher role at a firm Program Level: Intermediate Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org89.002020/10/132021/11/227
Clear and Concise Emails(VD095)"Sending and receiving emails have become an integrated part of how we work. It’s an essential tool few can live without; and yet with all the advantages email provides it has some drawbacks too. We all know that once we hit send our email is permanent. We can’t take it back. We can’t make corrections, can’t undo mistakes, and can’t change the impression we may have made. This is the downside of email, and while we know this to be true, in a busy world, it’s all too easy to hit send without giving our emails the time and thought they deserve. This course presents four communication principles you can apply to any email you compose, for any person you want to communicate with. While simple and straightforward, it will take a conscious effort to apply these principles and practice using them. By completing this course, you will know how to compose clear and concise emails for any audience." 10 mins | SCORM | Individual0.002020/10/132020/10/1310
Perfect Your Elevator Pitch - 1 CPE(BD006)Business Development is crucial to the health of CPA firms and an important factor in the track to partnership for individuals. The first step in the process to gaining new business is understanding prospecting. This course covers prospecting from start to finish. Before you can look for new prospects, it is important to start from the beginning and determine who is your ideal client. Once this has been determined, we review where to find these ideal clients and the importance of building a prospect list. Participants will learn how to: • Define what makes you different and recognize why this is important • Describe to others what makes you different • Formulate your perfect elevator pitch • Construct an engaging and memorable elevator pitch To register, visit www.thesalesseed.com and select “Self-Paced Training Courses” or contact info@thesalesseed.com for firm specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: This course does not have any perquisites and is appropriate for all levels. Who Should Attend: Anyone who is involved in networking for business development. Advance Preparation: None Program Level: Basic Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org10.002020/10/132021/11/226
Do You Overreact(VD090)"If you believe you tend to overact in stressful situations, then it would certainly benefit you to tackle this issue. Whether you realize it or not, others notice these reactions and behaviors, and may be uncomfortable working with you, especially during challenging situations. If this is the case, it’s not good. Do yourself and your career a favor and work to get your emotions under control. You’ll love being able to better handle stressful situations, and will find this is great for you and great for others. This course provides a process to help assess how you react to stressful situations. Pinpointing the specific actions that may be creating a problem will help you understand exactly what needs to be improved. By completing this course, you will be able to determine if you tend to overreact to stressful and difficult situations. This course has been approved for 1 hour of PDU credit from PMI (Project Management Institute)." 10 mins | SCORM | Individual0.002020/10/132020/10/1310
Building a Prospect List - 2 CPE(BD002)Business Development is crucial to the health of CPA firms and an important factor in the track to partnership for individuals. The first step in the process of gaining new business is understanding prospecting. This course covers prospecting from start to finish. Before you can look for new prospects, it is important to start from the beginning and determine who is your ideal client. Once this has been determined, we review where to find these ideal clients and the importance of building a prospect list. Participants will learn: • Define basic terms of sales and business development • Define traits of your ideal client • Differentiate between upselling and new business • Determine how many prospects you need based on your goal • Identify 5 places to find prospects To register, visit www.thesalesseed.com and select “On-line Events” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 2.0 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: This course requires at least 3 years of work experience or the attendee should be in a manager role or higher. Attendees should have a basic understanding of business development principles. Who Should Attend: Anyone interested in business development and revenue growth including those currently in firm leadership or those striving towards a leadership role. Attendees should be in a manager role or higher. Advance Preparation: None Program Level: Advanced Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org99.002020/10/132021/11/229
Landing a Prospect Meeting - 2 CPE(BD003)Business Development is crucial to the health of CPA firms and an important factor in the track to partnership for individuals. The first step in the process of gaining new business is understanding prospecting. This course covers the steps necessary to land a meeting with prospective clients. From understanding your areas of differentiation so that you know why someone would choose to do business with you to be able to articulate your value in an elevator pitch, you will learn the ins and outs of landing a meeting and moving one step further through your sales process. Participants will learn how to: • List the 6 areas of service differentiation • Write your positioning statement using differentiation • List 5 ways to land meetings with your prospects • Define warm prospects and specific outreach strategies • Define cold prospects and specific outreach strategies To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 2.0 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: This course requires at least 3 years of work experience or the attendee should be in a manager role or higher. Attendees should have a basic understanding of business development principles. Who Should Attend: Anyone interested in business development and revenue growth including those currently in firm leadership or those striving towards a leadership role. Attendees should be in a manager role or higher. Advance Preparation: None Program Level: Advanced Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org99.002020/10/132021/11/229
Perfect the Pitch Meeting - 1.5 CPE(BD004)Business Development is crucial to the health of CPA firms and an important factor in the track to partnership for individuals. The first step in the process of gaining new business is understanding prospecting. This course covers the steps necessary to successfully pitch your prospective client by understanding your differentiators and learning how to prepare for pitch meetings. This is your opportunity to wow them so it’s important to be able to communicate your value in a way that draws them in, gets them excited, and gets them to buy in on the unique value that you bring to the table and why they should move forward with you. Participants will learn how to: • List the 6 areas of service differentiation • List the 5 steps to prepare for a pitch meeting • Differentiate between open vs. closed questions • Identify the 3 parts to a successful presentation • Associate 3 key points to a pitch To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.5 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: This course requires at least 3 years of work experience or the attendee should be in a manager role or higher. Attendees should have a basic understanding of business development principles. Who Should Attend: Anyone interested in business development and revenue growth including those currently in firm leadership or those striving towards a leadership role. Attendees should be in a manager role or higher. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org89.002020/10/132021/11/227
Negotiate Your Terms - 1 CPE(BD005)Negotiating on your terms is the 4th step in our business development funnel. This step is incredibly important as you have put a significant amount of time and energy into the business development process so far with this prospect and you want to make sure that you are prepared for negotiations at this stage. In this course, we will look at what you need to know before you go into a negotiation, what you need to uncover during the negotiation, and how and finally understanding your negotiation position. Participants will learn how to: • Identify the 3 areas of a negotiation • List the 4 pieces of knowledge necessary to negotiate • Differentiate between 3 reasons for objections • Identify the 7 most common objections • Define your WAP To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: This course requires at least 3 years of work experience or the attendee should be in a manager role or higher. Attendees should have a basic understanding of business development principles. Who Should Attend: Anyone interested in business development and revenue growth including those currently in firm leadership or those striving towards a leadership role. Attendees should be in a manager role or higher. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/227
Delivering Exceptional Client Service - 1 CPE(SL002)What does client service mean to you? When 50 accountants are asked to describe what client service means to them in just one word, each person would likely offer a different answer. Client service doesn’t have just one definition. What good client service means to one person isn’t necessarily what good client service means to the next. However, everyone can agree that the key to long-lasting relationships and successful businesses is client service. The goal of this course is to provide you the tools to provide exceptional client service to your clients from day one. We will explore qualities of exceptional client service, the 5 pillars of exceptional client service, and strategies to execute exceptional client service in your role. Participants will learn how to: • Relate the impact of client service • List the 5 fundamentals of client service • Relate the 5 fundamentals to current role • List the 6 ways to execute exceptional client service • Relate client service execution to fundamentals To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Marketing & Communication Additional Information: Prerequisites: None Who Should Attend: Any new staff or individuals interested in learning the fundamentals of client service and strategies to go above and beyond for clients. Advance Preparation: None Program Level: Basic Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/226
Introduction to Business Development - 1 CPE(BD001)Business development and firm growth are some of the hottest topics in the industry currently. How do we promote growth?   How do we obtain more clients while retaining current clients?   How do we gain more market share?  These are important topics for firm leaders to understand in order to maintain a healthy firm and unlock opportunities in a market that has traditionally been based on a price-driven commodity.   We understand that business development can sometimes seem like an overwhelming task for those firm leaders who have historically been focusing on industry knowledge and service. The Sales Seed offers insight and a framework for simplified business growth developed specifically for accountants based on 15+ years of industry experience in both Accounting and Sales. *This course qualifies for 1 Communications & Marketing CPE credit. Learning Objectives: • Define the 5 stages in the sales process • List 5 ways to find your ideal client • Craft your perfect elevator pitch • Design a tailored elevator pitch • List the 7 most common objections To register, visit tss.thecpeseed.com and select “Individual Courses” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: Attendees should be in a manager role or higher. Who Should Attend: Anyone interested in business development and revenue growth including those currently in firm leadership or those striving towards a leadership role. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self-Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/229
Building & Managing a Pipeline - 1 CPE(BD007)Building and managing a pipeline is the key to ensuring that all of your business development activities are worthwhile and efficient. This session takes a deep dive into what it means to manage a pipeline, the data we can pull from our pipeline and how to ensure making the most out of our business development opportunities. The course explores how to determine the size and scope of your prospect list along with best practices to setting up a CRM. Participants will learn how to: • Establish the number of prospects for your prospect list • Integrate the 3 types of prospects into a prospect list • Construct your CRM to manage your sales pipeline • Define the 5 sections most used in a CRM • Define how to use metrics from your CRM To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: This course requires at least 3 years work experience or the attendee should be in a manager role or higher. Attendees should have a basic understanding of business development principles. Who Should Attend: Anyone interested in business development and revenue growth including those currently in firm leadership or those striving towards a leadership role. Attendees should be in a manager role or higher. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/229
Handling Tough Client Objections - 1 CPE(BD012)Objections can be the most intimidating part of the sales process, but we want to change the mind frame behind objections and get excited when we hear them. Objections mean that your prospect is engaged and wants to discuss. This is an opportunity to understand where their head is in this process as well as have an open dialogue about what it takes to get them to sign as a new client. Participants will learn how to: • Re-define what an objection means in a sales process • List the 4 reasons for skepticism in negotiations • Apply the 3 steps to deal with a misunderstanding • List the 5 reasons your prospect may stall • Establish the LAER method to deal with objections To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: This course requires at least 3 years of work experience or the attendee should be in a manager role or higher. Attendees should have a basic understanding of business development principles. Who Should Attend: Anyone interested in business development and revenue growth including those currently in firm leadership or those striving towards a leadership role. Attendees should be in a manager role or higher. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/229
Navigating the Closing Process - 1 CPE(BD013)A major part of negotiating your terms is effectively navigating the decision-making process. Nothing is worse than investing a lot of time into a prospect and then not winning the deal because of a surprise at the very end. Identifying the decision-makers and their process takes a lot of those surprises away along with actually giving you the tools to navigate the process quicker and more efficiently. Participants will learn how to: • Define the 4 things to know about the decision-making process • List the 4 main players you could deal with a new business opportunity • List the 7 personas that you could deal with a new business opportunity • Determine the best personas to help in your sales process • Determine the worst personas involved an opportunity To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: This course requires at least 3 years work experience or the attendee should be in a manager role or higher. Attendees should have a basic understanding of business development principles. Who Should Attend: Anyone interested in business development and revenue growth including those currently in firm leadership or those striving towards a leadership role. Attendees should be in a manager role or higher. Advance Preparation: None Program Level: Advanced Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/229
Lead Nurture Strategies - 1 CPE(BD010)Converting prospects into clients is a complicated process and one of the most important factors in moving someone towards becoming a client is building trust in you and your practice and establishing credibility as an industry expert. This course explores the journey through Know-Like-Trust along with strategies to establish credibility with your prospects. Participants will learn how to: • Compose a Front of Mind strategy • List 3 ways to provide value in a Front of Mind strategy • Define each stage of know-like-trust • List the 6 establish credibility with your prospects • Establish communication best practices To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: Participants are those involved in business development activities. Who Should Attend: Anyone who is actively trying to gain new clients and is interested in learning how to build trust and establish credibility with prospects. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/227
Business Etiquette For New Staff - 1 CPE(SL001)Josy Roberts, author of ‘Business Etiquette Your Questions and Answers’, defines etiquette as ‘conventional rules of polite behavior.’ They are guidelines on how to behave befitting good manners while in the company of other people. They show sensitivity to the needs and feelings of the person or people that you are with.   Etiquette covers most aspects of social interactions, including self-presentation, communication, courtesy, and hospitality. Business etiquette, in particular, covers expectations in the interactions between co-workers, the company and their clients, as well as the company and their stakeholders. Etiquette guidelines are many and can be quite complicated. In this workshop we will focus on basic etiquette guidelines for situations typically found in most business settings. *This course qualifies for 1 Personal Development CPE credit. Learning Objectives: • Define business etiquette • Perform an effective introduction • Formulate a plan for attending business dinners • Recall basic guidelines for email communication • List the do’s and don’ts of telephone etiquette79.002020/10/132021/11/226
Telework & Telecommuting Fundamentals - 1 CPE(SL100)For some people, working from home can seem like a dream opportunity. But they may not realize that this kind of position comes with a great amount of responsibility and challenges. Since these employees are not working in a centralized office, they may have the advantage of having flexible schedules and shorter or no commute, they can have disadvantages when it comes to receiving feedback and being able to communicate with teammates. Through this workshop, you should be able to stay motivated in your ‘office’ while still feeling connected to the rest of the team. Participants will learn how to: • List the skills required to work outside the office • Define keys to proper self-management • Define keys to proper time management • Apply methods of organization and planning • Define challenges of working from home To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Personal Development Additional Information: Prerequisites: None Who Should Attend: Anyone who is interested in strategies for working from home. Advance Preparation: None Program Level: Basic Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/226
Networking Internally - 1 CPE(SL003)Networking is unavoidable in modern society. Many people focus on external networking, but the networking process must be used with the firm in order to be truly effective. By following the information outlined in this course, you will be able to network effectively and reap the rewards that come with making connections within the organization. Participants will learn how to: • Define internal networking • Recall networking principles • List mistakes to avoid when networking • Construct a plan to build relationships • Develop a time management strategy for networking To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Professional Development Additional Information: Prerequisites: None Who Should Attend: Any new staff or individuals interested in learning more about internal business networking and how to develop relationships inside their firm. Advance Preparation: None Program Level: Basic Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/226
Time Management Fundamentals - 1 CPE(SL005)Time management training most often begins with setting goals. These goals are recorded and may be broken down into a project, an action plan, or a simple task list. Activities are then rated based on urgency and importance, priorities assigned, and deadlines set. This process results in a plan with a task list or calendar of activities. Routine and recurring tasks are often given less focus to free time to work on tasks that contribute to important goals. Participants will learn how to: • Define SMART goal setting • Define ways to overcome procrastination • List ways to organize your workspace • Create a plan to use rituals for time management • Compose a structure for effective meetings To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Personal Development Additional Information: Prerequisites: None Who Should Attend: Anyone interested in the basic fundamentals of time management. Advance Preparation: None Program Level: Basic Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/226
Fine Tune Your Social Intelligence - 1 CPE(SL004)Social intelligence can seem like a complicated term and can make many of us feel nervous. But social intelligence is something we deal with every day and it can help us navigate better experiences from our social environment. Whether we’re at home or at work, knowing how to be more aware of ourselves and our surroundings can help us make the best out of any social situation! Participants will learn how to: • Identify our own social behaviors • Relate empathy to others we come in contact with • List ways to organize your workspace • Demonstrate active listening tools • Determine appropriate conversation topics To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Personal Development Additional Information: Prerequisites: None Who Should Attend: Anyone interested in the basic fundamentals of social intelligence Advance Preparation: None Program Level: Basic Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/226
Key Steps to Building an Advisory Practice - 1 CPE(BD014)If you are ready to learn what is holding you back from transitioning from compliance work into advisory services, this is for you. This course will explore the #1 reason that accountants fail when trying to build a practice on advisory services. Second, this course will list the 3 key steps to build a successful, long-term advisory practice. Participants will learn how to: • Define advisory services • State the #1 reason advisory services fail • List the 3 key building blocks of an advisory practice • Demonstrate the importance of client relationships • List the 3 key considerations for shifting to advisory services To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Business Management & Organization Additional Information: Prerequisites: Attendees should be in a leadership role in an accounting firm Who Should Attend: Anyone interested in adding advisory services into their practice. Attendees should be in a manager role or higher. Advance Preparation: Individuals should be involved in leadership in a firm. Program Level: Advanced Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/229
Supervising Others for New Managers - 1 CPE(ML001)Supervising others can be a tough job. Between managing your own time and projects, helping your team members solve problems and complete tasks, and helping other supervisors, your day can fill up before you know it. This workshop will help supervisors become more efficient. They will also become more proficient with delegating, managing time, setting goals and expectations (for themselves and others), providing feedback, resolving conflict, and administering discipline. Participants will learn how to: • List the 4 activities necessary to set expectations • Summarize goal setting strategies • List 3 strategies to delegate work • Establish different ways to deliver feedback • Define strategies to resolve conflict To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Business Management & Organization Additional Information: Prerequisites: Participants have or be new to supervisory duties. Who Should Attend: Anyone newly promoted into a supervisory position, soon to be promoted into a supervisory position or someone struggling with supervisor duties. Advance Preparation: None Program Level: Basic Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/226
Navigating Office Politics - 1 CPE(ML003)Office politics, or work politics, are the strategies and procedures that employees use to function and advance in a work setting. It is important for managers to learn and understand the office environment and the employees that make it tick. Since the manager interacts with several aspects of the workplace, one should learn how to effectively work with colleagues, supervisors, and upper management in order to help keep the department functioning as a whole. Participants will learn how to: • Define the purpose and benefits of office politics • Define boundaries for new employees • Recognize how to interact and influence among colleagues • List the various personality types in the office • Determine how to gain support and effectively network To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Personal Development Additional Information: Prerequisites: 1-2 years of work experience in an office setting Who Should Attend: Anyone newly promoted into a manager or supervisor role that is interested in learning how to work with different personalities in the office setting Advance Preparation: None Program Level: Basic Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/226
Building Relationships Through Networking - 1 CPE(ML004)Why should we network? Everyone knows that networking is important to long-term business success. The networking process itself, however, can be confusing. Learning effective networking techniques will help you develop relationships that will benefit you both personally and professionally. This course will cover how to build relationships through networking both in person and on social networking sites. Participants will learn how to: • Differentiate between in-person and online networking • List 3 obstacles to networking and how to overcome • Describe 4 networking best practices • Define the 4 basic networking principles • Identify 4 common mistakes when managing contacts To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Professional Development Additional Information: Prerequisites: None Who Should Attend: Any new staff or individuals interested in learning the fundamentals of networking using both in-person and social networking sites. Advance Preparation: None Program Level: Basic Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/226
Fundamentals of Public Speaking - 2 CPE(ML005)According to a survey by the Sunday Times of London, 41% of people list public speaking as their biggest fear. Forget small spaces, darkness, and spiders – standing up in front of a crowd and talking is far more terrifying for most people. However, mastering this fear and getting comfortable speaking in public can be a great ego booster, not to mention a huge benefit to your career. This workshop will give you some valuable public speaking skills, including in-depth information on developing an engaging program and delivering your presentation with power. Participants will learn how to: • Create a basic outline system for presentations • Define a logical organization for presentation ideas • Formulate a plan for delivering the presentation • List ways to minimize nervousness • Define ways to handle question and answer sections To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 2.0 CPE Credits Field of Study: Personal Development Additional Information: Prerequisites: None Who Should Attend: Anyone interested in the basic fundamentals of public speaking. Advance Preparation: None Program Level: Basic Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org99.002020/10/132021/11/227
Building Firm Loyalty - 1 CPE(LL001)In order to create a solid, long-term growth strategy, firms must include two very important factors: new business development and firm loyalty. This course focuses on the loyalty factor and how this plays directly into the growth of an accounting firm. Loyalty in the form of employees and clients can have a significant impact in the bottom-line profitability of any accounting firm with increased client and employee retention directly impacting productivity. This course outlines how to build loyalty within accounting firms and strategies for immediate improvements. Participants will learn how to: • Define the role loyalty plays in a growth strategy • Label the three sections of the loyalty wheel • List 4 ways to improve client service • List 4 ways to improve the investment in employees • List 4 ways to improve firm culture To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Business Management & Organization Additional Information: Prerequisites: None Who Should Attend: Anyone within the leadership of an accounting firm interested in building loyalty throughout the firm. Advance Preparation: Attendees should hold a leadership role within their firm. Program Level: Advanced Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/229
Lead, Motivate & Inspire - 1.5 CPE(LL002)The best leaders have the ability to share their vision with passion and commitment, giving their people a purpose, a challenge they are willing to embrace and carry on to achieve amazing results. This self-paced training program will empower you as a leader in bringing out the best in yourself and others by exploring the most critical leadership success factors of strong leadership that will help you bring your people together, motivate, energize and inspire them to their full potential to achieve extraordinary things. Participants will learn how to: • Describe the difference between the roles of managers and the roles of leaders • List the three essential roles of a leader • Recall the 4-motive motivational model • Identify what employees want from a leader • Balance team, task and individual functions • List the leadership critical success factors To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.5 CPE Credits Field of Study: Business Management & Organization Additional Information: Prerequisites: Attendees should be in a leadership role in an accounting firm or on the path to promotion Who Should Attend: Anyone who has recently been promoted into a leadership position or anyone interested in learning to lead vs. manage. Attendees should be in a manager role or higher. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org89.002020/10/132021/11/227
Manager Management - 1 CPE(LL008)Management is known as a form of art and a science. The key is making employees more efficient and productive while finding the correct way to do it. When preparing to manage one or a group of managers, you are preparing for them to be able to manage their own employees. Every manager is a different personality type and learns differently. But with some helpful tools and tips, you can help them become great managers that will continue to grow and succeed with their new teams. Participants will learn how to: • Define how to coach and mentor a manager that you manage • Establish ways to motivate managers • Recall the 4 ways to recognize bad managers • Formulate a plan to resolve conflict • Define the 3 qualities for success To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Business Management & Organization Additional Information: Prerequisites: Participants should be in a role supervising other managers. Who Should Attend: Anyone who supervises other managers and is interested in learning strategies to motivate managers that manage other employees. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/227
Mentoring Others - 1 CPE(ML008)Mentoring is the act of guiding, counseling, and supporting. While mentoring is fundamentally teaching, the objective of mentoring is more voluntary in nature and less formal than a professional coaching relationship. Through mentoring, mentors help mentees achieve a broad development goal like becoming a leader by goal setting and motivation. This workshop focuses on how to better mentor your mentee to higher performance with a supportive framework for success. Participants will learn how to: • Define the 3 acts of mentoring • Construct the GROW model of mentoring • Define LAMA for creating a plan • Build a feedback sandwich • List common obstacles when mentoring To register, visit tss.thecpeseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1 CPE Credits Field of Study: Personal Development Additional Information: Prerequisites: None Who Should Attend: Anyone who is interested in becoming a mentor or currently in a mentor relationship Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com ). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/227
Powerful Positive Effects of Mentors - 1 CPE(LL015)Mentoring programs have become more and more popular over the years with both individuals and organizations, to the point that 71% of Fortune 500 companies offer mentoring programs to their employees. When you look at how mentors operate in terms of providing support and encouragement without the pressure applied from someone in a management position, it’s no surprise that they are successful. Some of the most successful people in the world have had mentors. In this course, you will learn not only the powerful effects of mentors, but different types of mentor programs and how to implement them in your organization. Participants will learn how to: • Define what a mentor is and does • Describe the benefits to mentees, mentors and organizations • List the 5 types of mentor programs • List the 5 steps to include in a mentor program • Establish problems to avoid in a mentor program To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1 CPE Credits Field of Study: Business Management & Organization Additional Information: Prerequisites: Attendees should be in a leadership level. Who Should Attend: Anyone who is interested in implementing a mentor program in their firm or organization. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com ). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/227
Marketing Strategies for Small Firm Success - 1.5 CPE(LL050)In this course, small firms will learn what it takes to compete in the market and grow a profitable practice. Understanding what value an individual and firm bring to their clients is the first step in developing a marketing strategy. From there, tailoring all of your messaging to speak directly to your ideal client and articulate your value in products and services is important to grow a healthy and profitable practice. Participants will learn how to: • Define value in small firms and individually • Determine your ideal client • Align your services with the needs of your ideal client • List 3 foundations of client service • List 3 ways you can promote good client service To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.5 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: Attendees should be in a leadership or marketing role in an accounting firm Who Should Attend: Anyone interested in understanding marketing positioning for their practice. Attendees should be in a manager role or higher. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org89.002020/10/132021/11/227
Powerful Communication Strategies to Build Rapport - 2 CPE(LL004)The ability to communicate is a vital ladder to all career development. Without sufficient communication skills, it will be difficult to move upwards. As a professional, you have to be a perfect communicator. This training program will focus on the most essential face to face communication skills from choosing your words and using language that engages others and build better rapport to interpreting and using the power of body language. Participants will learn how to: • Define what makes a great communicator • List the 4 basic principles of communication • Define communication “FBI” • List 6 techniques to improve active listening • Determine different types of questions to ask in conversation To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 2.0 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: None Who Should Attend: Anyone interested in improving professional communication skills from active listening to body language interpretation to building rapport at any level. Advance Preparation: None Program Level: Basic Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org99.002020/10/132021/11/226
Why Accounting Firms Need CRMs - 1 CPE(BD015)With relationships between accountants and clients or prospects becoming more important than ever, having a system in place to manage client relationship processes has become critical to success. Implementing a CRM in an accounting firm can be the secret to both growth and retention. CRMs can manage everything from the pre-sale process (while you are working to sign your client) through the client experience while they work with the firm. Having a system in place to manage your processes not only helps automate the process so that nothing falls through the cracks, but also can provide insight and data into your clients and prospects to drive greater efficiency in the firm. Participants will learn how to: • Define a CRM system • Describe the history of CRMs • List 3 reasons why an accounting firm should use a CRM • List 5 ways to use a CRM in an accounting firm • Define 5 considerations when choosing a CRM To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1 CPE Credits Field of Study: Business Management & Organization Additional Information: Prerequisites: None Who Should Attend: Anyone who is interested in how to use a CRM to provide better client service or to manage business development pipelines and forecasts. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/10/132021/11/227
Sweats to Suits(VD089)The return to the office is something that can be planned for in a more organized and orderly fashion than the WFH rush. However, are you mentally and physically ready for the return? This course is a commonsense guide for returning to the post COVID-19 workplace – from sweats back to suits!0.002020/10/202021/11/2210
Building Exceptional Organizational Culture Through Leadership - 1 CPE(LL009)Culture plays a significant role in the health and longevity of any organization but can be one of the most confusing topics to tackle. One common misconception is that a good culture is one where employees enjoy their work and it is a fun environment. While this can be a sign of high morale, this isn't the true definition of culture. The culture of an organization is defined by how well leadership communicates their vision and values and in turn how much the employees buy into the vision and values as their own. When organizations have an exceptional culture, there are numerous benefits including better performance, higher morale, the ability to attract top talent, and overall better loyalty. This course explores how to create an exceptional organizational culture. Participants will learn how to: • Define organizational culture • Describe the impact of leadership on culture • List the 8 attributes of culture in an organization • Recall the 3 fundamentals for creating culture • List 5 ways to gain buy-in for a culture change To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.0 CPE Credits Field of Study: Business Management & Organization Additional Information: Prerequisites: Attendees should be in a leadership role at their organization. Who Should Attend: Anyone interested in understanding how culture is defined, how to cultivate culture and leadership’s role in the process. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org79.002020/11/092021/11/227
Body Language Basics - 1.5 CPE(SL007)The ability to interpret body language is a skill that will enhance anyone’s career. Body language is a form of communication, and it needs to be practiced like any other form of communication. Whether in sales or management, it is essential to understand the body language of others and exactly what your own body is communicating. Participants will learn how to: • Recognize body language gestures and characteristics • Identify body language mistakes • Demonstrate how to communicate with power in business • Recognize signs of deception through body language • Recall ways to improve body language To register, visit www.thesalesseed.com and select “Self-Paced Training” or contact info@thesalesseed.com for firm-specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 1.5 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: Participants are those who communicate with others frequently, especially clients and prospects. Who Should Attend: Anyone who is interested in learning how to communicate better by reading other’s body language. Advance Preparation: None Program Level: Basic Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org89.002021/02/232021/11/226
The CPA: Digital Rainmaking()Sales has been moving virtual for years, but it took a global pandemic to help CPAs realize that to stay on the forefront of their growth, they must adapt. In this program, we go beyond the basics of business development and help you adapt your approach for a modern selling environment. Learn the fundamentals of leveraging video, technology, and virtual communication channels to embolden your business development efforts. Learning objectives: 1. Blend virtual selling into your traditional business development strategy 2. Build trust and rapport virtually 3. Develop an online professional network 4. Integrate video into the sales process 5. Establish a virtual prospecting strategy Participants will receive 7 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: Attendees should be client facing or have a role in client experience or business development Who Should Attend: Anyone interested in business development and revenue growth including those currently in firm leadership or those striving towards a leadership role. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self-Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (www.inovautus.thecpeseed.com). Please email training@inovautus.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-491-9330. The CPE Seed 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.org875.002021/03/112022/10/2123
Advanced Relationship Building()Rapport, defined as a close and harmonious relationship in which the people or groups concerned understand each other's feelings or ideas and communicate well, is an essential skill for individuals and teams. Advanced Relationship Building will help you become a better and more efficient communicator and will result in stronger professional relationships. Participants will learn how to: • Engage in best practices for building and sustaining rapport • Make the most of every opportunity to build relationships • Ask questions and sustaining conversation • Establish and nurture a mindset that produces genuine results Participants will receive 2.5 hours of CPE credit Field of Study: Communications & Marketing Additional Information: Prerequisites: None Who Should Attend: Anyone looking to brush up or advance their rapport-building skills Advance Preparation: None Program Level: Beginner Delivery Method: QAS Self-Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (www.inovautus.thecpeseed.com). Please email training@inovautus.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-491-9330.315.002021/06/062021/09/1012
Communication Best Practices()With so many options for staying in touch with business contacts, determining which methods to use and when to use them often causes confusion and anxiety. Should you pick up the phone and call? Send an email? Text? And where does social media fit into all of this? Participants will learn how to: • Select and apply the appropriate communication method • Apply best practices for each method, including email, social media, office phone, cell, text, video, and in-person • Emply templates that provide sample messaging for each type of communication and a handy checklist for determining the best communication method for common business situations Participants will receive 2.5 hours of CPE credit Field of Study: Communications & Marketing Additional Information: Prerequisites: None Who Should Attend: Anyone looking to brush up or advance their communication skills Advance Preparation: None Program Level: Beginner Delivery Method: QAS Self-Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (www.inovautus.thecpeseed.com). Please email training@inovautus.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-491-9330. The CPE Seed 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.org315.002021/06/102021/09/1612
LinkedIn Fundamentals()LinkedIn is a valuable tool that helps professionals develop business and brand awareness. With almost 2 decades in existence, it has become integrated into the fabric of business. It is the platform leaders, key decision-makers, and executives choose to converse on and has become a leading tool in the recruitment of talent. This course will teach you how to develop a profile that stands out and how to use LinkedIn to support your sales efforts. In LinkedIn Fundamentals, you'll learn: 1. The value that LinkedIn adds to your professional career 2. How to develop elements of your page including your summary, education and experience, and your header 3. How to ask for endorsements and recommendations 4. Best practices for creating updates and activity that resonates with your audience 5. How to keep your page secure375.002021/07/082022/08/1512
Networking & Branding()Networking and referrals have always played a role in building professional services practices. Building your networking takes time and can be overwhelming and exhausting when not done properly. In this course, we break down this interpersonal side of business development to focus on finding the right people for your network, using your time efficiently, nurturing referral sources to build trust and gaining exposure through personal branding and thought leadership. In professional services, selling requires trust and expertise which is why your network will play a crucial role in how quickly you grow your practice and whether or not you are attracting the right types of clients. Participants will learn how to: • Define a Circle of Influence and how to build one. • Establish strategies to network online and in person. • Construct an engaging and simple elevator pitch for networking. • Construct your own personal brand based on passion, strength and pillars. • Create a personal brand strategy for social media, networking and content. • Compose engaging and memorable thought leadership. To register, visit bdbootcamp.thecpeeseed.com or contact info@thesalesseed.com for firm specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 5.5 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: Attendees should have a basic understanding of business development principles and want to build a referral network. Who Should Attend: Anyone interested in business development and revenue growth including those currently in firm leadership or those striving towards a leadership role. Attendees should be in a manager role or higher. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org549.002022/01/202022/01/230
Prospecting & Lead Nurture()Growing an accounting or bookkeeping practice the right way takes intention and a strategic process. If you aren’t sure where to find your next new client or are tired of taking on anyone you meet, this course is for you. Before you can look for new prospects, it is important to start from the beginning and determine who is your ideal client. Once you have a better understand who you are looking for, you can take a strategic approach to finding and acquiring the right types of clients. This approach allows you to grow a profitable and enjoyable practice. This course covers prospecting from start to finish including where to find prospective clients, how to approach those prospective clients, goal setting and nurture these leads into paying clients. Participants will learn how to: • Define your ideal client and identify where to find these prospective clients. • Differentiate between cold and warm prospects. • Apply a goal setting formula to determine how many prospects you will need. • Define your differentiation and create a positioning statement. • Develop outreach strategies for both cold and warm prospects. • Design lead nurture strategies to build your pipeline. To register, visit bdbootcamp.thecpeeseed.com or contact info@thesalesseed.com for firm specific options. In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation. Participants will receive 5.5 CPE Credits Field of Study: Communications & Marketing Additional Information: Prerequisites: Attendees should have a basic understanding of business development principles and want to build a referral network. Who Should Attend: Anyone interested in business development and revenue growth including those currently in firm leadership or those striving towards a leadership role. Attendees should be in a manager role or higher. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (https://thecpeseed.com). Please email info@thesalesseed.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844. The Sales Seed 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.org549.002022/01/202022/01/230
induction(dc1)A Sample Induction Course0.002022/06/162022/06/160
Foundational Networking()Building referral relationships is the golden ticket in an accounting firms. These networks can be a source of new business, a barometer for gauging marketplace trends, and a sounding board for personal and firm growth. For staff or newer managers and partners, building your referral network will be critical to your success! If you want to start generating consistent leads, you need to focus on building connections with the right individuals. In Foundational Networking, you'll learn how to: • Establish a circle of influence • Align your target network with your ideal client • Define best practices for good referral etiquette • Build confidence with small talk • Develop nurture strategies for referral connections CPE Credits: 5.5 Additional Information: Prerequisites: None Who Should Attend: Anyone beginning their business development and referral networking journey Advance Preparation: None Program Level: Beginner Delivery Method: QAS Self-Study Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (www.inovautus.thecpeseed.com). Please email training@inovautus.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-491-9330. The CPE Seed 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.org700.002022/08/282022/11/2923
The CPA: Cross-selling()In our current environment, where firms are turning away business due to capacity constraints, bringing the right clients to your firm and expanding services within those ideal clients is crucial. By learning how to have better conversations and dig deep to uncover hidden needs, you can help contribute to the kind of growth your firm needs and wants through cross-selling opportunities with other clients. Whether you’re a firm leader working on improving your growth culture or an individual professional looking to level up your cross-selling skills, The Inovautus Consulting Complete Professional Advisor® (CPA): Cross-Selling sales training program will give professionals a leg up over the competition in these key areas. Participants will learn how to: • Define true cross-selling to eliminate the negative stigma attached to the term • Establish an understanding of your firm’s ideal clients and cross-selling opportunities • Develop advanced communication strategies to help uncover cross-selling opportunities with current clients • Prepare a key account plan and pursue targeted opportunities Participants in Cross-selling will receive 4 hours of CPE credit. Additional Information: Prerequisites: None Who Should Attend: Anyone beginning their sales acquisition journey. Advance Preparation: None Program Level: Intermediate Delivery Method: QAS Self-Study Field of Study: Communications & Marketing Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (www.inovautus.thecpeseed.com). Please email training@inovautus.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-491-9330. The CPE Seed 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.org495.002022/10/032023/05/0323