Chad Person
Chief Marketing Officer
Clark Schaefer Hackett
Cincinnati, OH, USA

Denise Vendrick
Director of Marketing
Faw Casson
Dover, DE, USA

Stacy Dreher
Firm Marketing Manager
James Moore & Co., P.L.
Gainesville, FL, USA

Casey Blake
Marketing Manager
Edelstein & Company, LLP
Boston, MA, USA

Heather Halligan
Marketing Specialist
Hungerford Nichols CPAs + Advisors
Grand Rapids, MI, USA


March 1, 2018 @ 1 pm ET / 12 pm CT / 11 am MT / 10 am PT

Program Level: Intermediate | Prerequisites & Advanced Prep: None
CPE: 1 hr. in Marketing | Delivery Method: Group Internet Based


More and more firms recognize the value of client service and business development training for professionals. With countless options for content, format and delivery it seems that every firm has an option for a program to fit its needs. But often, leaders struggle to figure out the value of their selected program or to determine the ROI. In fact, value may be low for a number of reasons – and until the firm is honest in assessing where the breakdown occurs some may continue to perceive investments in soft skills training as producing lackluster outcomes.

Marketers can champion an effort to garner more value from client service and training programs. Join us on our next webinar with Carrie Steffen, President of The Whetstone Group to learn how marketers can work with practitioners and leaders to get the most out of soft skills training. Carrie helps CPA firms throughout North America develop client service and business development training curriculums and facilitates training programs for hundreds of professionals – including assessing outcomes. We’ll discuss:

Creating a roadmap for execution
Setting the right expectations
Fostering a culture that celebrates success
Understanding detractors and overcoming their resistance

Register today!

Our Speaker

Carrie Steffen
 is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided a topline growth consulting services and training to hundreds of CPA firms throughout North America. She has more than 20 years of CPA firm marketing and business development experience. She is also a skilled trainer and provides group sales training as well as one-on-one coaching that enables attendees to better understand the sales cycle and develop the personal skills necessary to close sales. Learn more about Carrie


Handout materials will be forwarded to participants shortly before the webinar. Sign-up sheets are needed if you are meeting as a group. Click the Connect link above for more information (members only).

This webinar will be recorded; AGN cannot award CPE for viewing the recording.

NASBA Requirements:
Proctor to verify participation (if meeting as a group)
3 polling questions per 50-minute hour; participants must answer all questions to receive full CPE credit. Additionally, you must register for the webinar to receive CPE.

Canadian Members: Submit your CPE certificate to your Provincial Institute to qualify for CPD




Cost/Cancellation:  Members-only free webinar; notify Donna to cancel registration. 
Refund Policy:        n/a

Record Retention:  All CPE records are kept in the AGN database for 5 years
Complaint Resolution:  Contact Kathy Sautters, NA Regional Director, at  303-743-7880, option 1 

AGN International - North America 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:

AGN International - North America, Inc. is also registered with the Texas State Board of Public Accountancy.