30 Best Practices for Building and Growing Client Relationships
Total Credits: 1 including 1 Business Management & Organization - Non-technical
- Average Rating:
- Not yet rated
- Categories:
- Partner Produced | Personal Development | Professional Development
- Faculty:
- Jeff Rayis
- Course Levels:
- Overview
- Duration:
- 1 Hour
- License:
- Expires 30 day(s) after program date.
Description
Could standing out from the competition be as simple as refining your client experience? Identify 30 relationship management best practices for building and growing client relationships, including quick tips on how to leverage AI effectively.
Basic Course Information
Learning Objectives- Implement relationship management best practices to enhance client experiences, differentiate your services, and leverage AI for effective communication and engagement
Major Subjects
- Best practices
- Before the meeting
- During the meeting
- After the meeting
- Avoiding missed opportunities
- Differentiating through communication
- Polishing yourself
Course Materials
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
Faculty
Jeff Rayis Related Seminars and Products
Jeff Rayis is Assistant Vice President of Treasury and Financial Management at Michigan State University. In his role, Jeff leads a team working on University cash management, debt management, endowment administration and operating fund investment management.
Prior to joining MSU in 2017, he worked at The Ohio State University as Director of Treasury and Debt. Before joining OSU, he worked for 27 years at JPMorgan Chase and Bank One leading multi-state teams in treasury services, corporate banking, wealth management and retail banking.
Jeff has a BA in accounting from Michigan State University and an MBA from The Ohio State University. He is a Certified Treasury Professional, Certified Public Accountant, and held Series 7 and 63 investment licenses.
Dates
|
Thu, Mar 19, 2026 - 01:30pm to 02:30pm EDT
|
Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For
CPAs and accounting professionals seeking practical strategies to enhance client relationships
Original Recording Date
6/2025
Yellow Book
No
Course Developer
MICPA
Date Added to Catalog 4/12/25
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.