Live 1-hour Webinar:
Best Practices for Client Communications and Interactions in Accounting Firms




Thursday, October 31, 2019
9AM PT, 11AM CT, 12PM ET

1 hour, 1 CPE

Register Now for $99

Program Description:

While technical accounting and tax skills are essential, the type of skills that help you climb the corporate ladder and become successful running your own business are soft skills like networking.

Popular speaker and thought leader Ed Mendlowitz shares best practices in networking and personal branding in this webinar.

You'll learn:

  • 7 best-practice networking tips
  • How to network effectively using social media and what Ed has done to achieve thought leader status that you can also do
  • Ed's 8 K rules related to effective and profitable writing
  • How to start a networking conversation with a stranger - ice-breaker best practices
  •  3 components of building your personal brand
  •  5 ways to become priceless to your employer or your clients

Ed will also cover:

  • Interactions with clients and their staff
  • Keeping clients in the loop when new information arises
  • Keeping in touch when there is nothing new to say
  • 5 ways to monetize your networking
  • Using Social Media collaboration
  • Social media no-no’s
  • Making ordinary written communications look special
  • Leveraging your opportunities
  • Keeping informed
  • Importance of being prepared and planning
  • Understanding and filling clients’ needs
  • Establishing confidence, your reputation and value

Presenter: Ed Mendlowitz

Edward Mendlowitz, CPA, is a partner at WithumSmith+Brown, PC and is one of Accounting Today’s 100 Most Influential People.  Ed is accredited as a personal financial specialist by the AICPA; is admitted to practice and has argued cases before the United States Tax Court; testified twice before the House Ways and Means Committee on Tax Reform, Fairness and Equity; is an adjunct MBA professor; and has been on the Bottom Line / Personal Panel of Experts for Taxes since the publication’s inception.

Ed is also the author of 26 books including the best selling How to Review Tax Returns (available at, and has written over 1200 articles and developed and presented over 250 professional speeches and webinars. He writes a twice a week blog that address issues his clients have at .  Ed’s practice management techniques have been reported on in many publications includingThe Wall Street Journal, the Journal of Accountancy.

Host: Rick Telberg

  • Founder and CEO CPA Trendlines, Bay Street Group
  • Accounting Today Top 100
  • CPA Practice Advisor Top 25

Host: Sandi Leyva

  • Founder and President Accountant's Accelerator, Sandra L Leyva, Inc.
  • CPA Practice Advisor Top 25
  • Most Powerful Women in Accounting

CPE Details

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Field of Study: Communications and Marketing

CPE Hours: 1


Sandra L. Leyva, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing 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 Our NASBA sponsor number is 112525.

Seating is limited, so register now.  This webinar is packed with high quality content and will fill up fast!

Register Now for $99