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Free cpe webinars
Prospecting Strategies to Open Doors with Decision Makers


Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Communications & Marketing
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Prospecting. Cold calling. New business development. Whatever phrase you use to describe it, most accounting professionals avoid it.  When this outbound business development isn’t a consistent habit, we don’t usually feel its effects right away.

The effects arrive further down the road when our client pipeline is weak or missing a significant pursuit opportunity. In professional services, this is felt even more. The balance between business development and delivery, coupled with long sales cycles, makes our efforts even more complicated. As part of our Automating Success webinar series, this webinar will also highlight and help identify critical issues and fixes in our fictional case study. Read more on Klein, Rowe & Co today. 

Learning Objectives: 

  • Determine how to choose your focused targets for outbound prospecting

  • Identify strategies to improve your prospecting results

  • Determine messaging that will help you to open doors with decision-makers and influencers

  • Identify the key mindsets of prospecting success

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Amy Franko

Amy Franko Associates
CEO | LinkedIn Top Sales Voice


Named to LinkedIn’s Top Sales Voices, Amy Franko is a sought-after sales and leadership keynote speaker. With her unique blend of current research, fresh insights, and real-world examples, she has worked with some of the world’s most-recognized brands. With over 20 years of client-facing sales experience, Amy’s sales career includes global companies IBM and Lenovo before pivoting into entrepreneurship. Her book, The Modern Seller, is an Amazon best seller, and she is recognized by Top Sales World as one of the top 50 sales bloggers and keynote speakers in the world. Learn more and download a free chapter of The Modern Seller at

Additional Materials
Messaging Strategies Supplimental
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) 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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

2019bill is a leading provider of cloud-based software that simplifies, digitizes, and automates complex, back-office financial operations for small and midsize businesses. Customers use the platform to manage end-to-end financial workflows and to process payments, which totaled over $70 billion for fiscal 2019. The AI-enabled, financial software platform creates connections between businesses and their suppliers and clients. It helps manage cash inflows and outflows. The company partners with several of the largest U.S. financial institutions, more than 70 of the top 100 U.S. accounting firms, and popular accounting software providers. has offices in Palo Alto, California and Houston, Texas. For more information, visit or follow @billcom.