Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This seminar helps accounting firm leaders assess the sustainability of their current client acquisition approach and identify practical opportunities to reduce reliance on referrals. Through a short diagnostic exercise and guided application, participants gain clarity on where predictability breaks down in their sales funnel and how to address it in a structured, professional way.
Agenda:
- Welcoming & Framing
- Diagnostic Exercise
- Interpreting the Results
- Understanding the Client Decision Path
- Building a Practical Growth Engine
- 90-Day Focus & Wrap-Up
Key Takeaways
By the end of the seminar, participants will be able to:
- Identify risks associated with referral-dependent growth.
- Understand how prospective clients evaluate accounting firms before first contact.
- Assess their firm’s client acquisition funnel using a score-based diagnostic.
- Identify the stage of the funnel limiting predictability.
- Define a realistic 90-day improvement focus aligned with firm priorities.
Who Will Benefit
Designed for firm leaders, this course provides practical tools to assess growth risks, improve client quality, and build a more predictable approach to practice growth.
How to Access the Course
This course is delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Diana Ombe is the Executive Director of Agence Christelle, a marketing and strategy agency that supports professional services firms and mission-driven organizations in building credibility, attracting qualified clients, and strengthening long-term growth. With almost 7 years of experience in communications, branding, and digital strategy, she specializes in translating complex expertise into clear, trust-driven positioning aligned with professional standards.