Topic

Peer to Peer Conversations: Effective Discovery Calls with Clients

Time

Wednesday, October 23, 2024, 2:00 PM - 3:00 PM 

Eastern Time (US & Canada)

Description

Conducting discovery calls is a vital part of expanding your business.  Whether you're seeking new clients or looking to expand services with existing clients, this session will spark ideas for turning discovery calls into successful business relationships.  Join Cheryl Manmohan, Community Leader at Intuit Canada, as she leads a conversation with Mihaela Dinis and Ryan Lazanis where they will share their experiences with leading effective discovery calls. Throughout the session, you’ll have an opportunity to interact with the panel and your peers, share your own experiences, and ask questions.

By participating in this webinar, you acknowledge and agree to being recorded. This recording will not be used for marketing or promotional activities. Your attendance serves as your consent to these terms.

This session is not eligible for CPD credits.

Intended Audience

Accounting professionals who want to improve their discovery calls with clients.

Moderator

Cheryl Manmohan
Full Name
Cheryl Manmohan
Job Title
Senior Community Manager
Company
Intuit Canada
Bio
Cheryl Manmohan is a deeply passionate advocate for accounting professionals, dedicated to building strong relationships with this valuable community and extending those connections within Intuit.

      

Mihaela Dinis
Full Name
Mihaela Dinis
Job Title
Principal, Regional Cloud Accounting Practice Leader, Doane Grant Thornton
Bio

Mihaela Dinis is the Regional Cloud Accounting Practice Leader at Doane Grant Thornton LLP with over 20 years of experience in public accounting, dedicated to driving growth and helping clients unlock their full potential. Her expertise lies in listening and identifying clients’ pain points to develop tailored solutions that address immediate challenges while fostering their long-term success. Mihaela is passionate about mentoring colleagues and navigating the evolving industry landscape, striving to create a culture of excellence and innovation

Ryan Lazanis
Full Name
Ryan Lazanis
Job Title
CEO, Future Firm
Bio

Ryan Lazanis, CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Ryan currently educates close to 10,000 firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching program.

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