Elevating Your Firm’s Client Experience

Now available on-demand!

A comprehensive certificate course designed to empower accounting growth and client experience professionals with the knowledge and skills needed to implement effective CX strategies. Transform your firm’s client experience strategies so they align with industry best practices and drive sustainable growth.

Who

Ideal for members and non-members alike—managers, CX professionals, and firm leaders committed to enhancing their firm’s client experience.

What

A seven-module online course led by subject matter experts, designed for flexible, self-paced learning. Upon successfully passing the final exam, you will receive a certificate and a digital badge.

Why

Participants gain insights and skills including: understanding essential CX initiatives for accounting firms; enhancing client interactions through advanced technology; measuring CX performance and optimizing client journeys; designing seamless onboarding and effective account management; and using client feedback to continuously refine CX strategies.

Course Modules

CX Strategy & Governance — Saari Gardner, BHS Corrugated North America
Technology & User Experience — Mitch Reno, Rehmann
Measuring and Reporting Client Experience Metrics — Judy Bodenhamer, Client Experience Group
Client Journey Mapping — Arianna Campbell, Boomer
Client Onboarding Excellence — Jennifer Carro, CBIZ
Account Management — Leisa Gill, LBMC
Feedback and Continuous Improvement & Communicating Your CX — Suzanne Reed, LBMC

Pricing

$495 Members / $595 Non-Members. Group discounts available for 3 or more participants from the same firm.