WORKSHOPS

Workshop Sampler

An overview of some of Crosley+Company's most requested workshops.

The Best of Crosley Workshop [1/2 day to 1 day]

The Best of Crosley represents a smorgasbord of the best concepts, strategies, tactics and implementation approaches from Crosley's observations consulting with CPA firms in today's opportunity-filled environment. The sessions include presentations of concepts and interactive discussion among participants. Also incorporated is the popular "Stump the Consultant" - an opportunity for the participants to bring up their most problematic growth issues for discussion with Crosley.

Landing the Big Fish [1 day]

Landing the Big Fish is designed to ensure the highest odds of winning opportunities. It is for CPA firm experienced rainmakers who want to increase their skills, win rate and revenues to the highest level. The program highlights the challenges in landing larger pieces of business, and demonstrates specific concepts and techniques to effectively turn larger opportunities into sources of revenue and growth. The popular "Tales from the Crosley Crypt of Dead Opportunities" gives participants a chance to review mistakes from other firms (all names withheld!) and try to determine where the team went wrong. In addition, we review your current proposals and critique how effective they are in supporting the opportunity development process. We discuss pipeline management concepts and how they contribute to managing the portfolio of opportunities.

Growing Segments [1/2 day]

Launching service and industry niches and developing existing niches into boutiques have never been more important to CPAs than in today's rapidly changing environment. But the challenges often cause firms to question the viability and profitability of providing new services in niche environments. How do you insure that your more mature services and industry niches continue to contribute maximum margin? How do you get new services and niches off the ground? This offering delves into the traditional discipline of product management, draws on the applicability to professional services, and centers on the process of bringing new services and niches to market successfully, as well as suggestions about managing your entire portfolio of offerings.

Lead Generation in Niches [1/2 day]

The issues surrounding finding buyers and converting relationships into a client revenue stream are universal - where to find the best contacts, what to do with a business card once you get it, and how to turn exploratory meetings into an abundance of leads which ultimately turn into lucrative revenue. Forget direct mail and cold calls. Quit wasting time on banker breakfasts and lawyer lunches. This workshop is designed to tackle your most difficult lead generation problems and discuss more effective ways to fill the pipeline with leads.

Up and Comer Rainmaking [1 day]

This session concentrates on the basic skills required to develop business. Elements covered include developing a positioning statement, questioning techniques, lead generation and conferences and events. The workshop includes case studies and exercises from an actual mid-sized CPA firm.

Women's Workshop Series, including the Business Development Workshop for Women CPAs.

Build Your Own Workshop

This option gives you the ability to build a custom workshop to fit the specific needs for the CPAs in your firm or association. You can select any combination from a number of topics to fit a full day or multiple day workshop.