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Invisiblestrategies sage

INVISIBLE STRATEGIES TO MAKE YOU A BETTER NEGOTIATOR

Designed for CPAs, accounting professionals and bookkeepers in public practice.
Cost Free
Presentation Length 1.5 hours

Recorded DateJune 8, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This webinar focuses on attaining Greater Firm Profitability Through Process and Technique. Specifically, it will address a complete approach to negotiating and having a conversation based on value.

Immediately following the presentation, Pete Potsos will demonstrate Sage Accountant Cloud.

Experience operating at the speed of now with Sage Live! For the first time ever accountants can see their client manager, practice manager and firm financials in one place, in real time!

Learning Objectives

  • Setting up the right negotiation – right parties, interests, no-deal options, sequence, etc.

  • Designing Value-creating deals to meet a more desired outcome and make them more sustainable.

  • Problem-solving tactics at the table by improving communication, establishing trust, countering hardball maneuvers, and overcoming cultural differences.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Thomas Casey

Sage
Senior Accountant Advocate
[email protected]
5716126076

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Thomas has been helping accountants, bookkeepers and SMBs make informed business decisions through software and cloud technology recommendations and strategic business consulting services for 15 years. He is a well-respected accountant advocate and industry veteran. Thomas is a professionally trained negotiator, with proven results in forging strategic partnerships and negotiating key contracts. He has broad experience establishing, managing, and growing key accounts. He develops innovative go-to-market strategies for firms ranging from SMBs to multi-billion dollar, global corporations.

Pete Potsos

Sage
National Account Manager, Sage Accountant Solutions
[email protected]
(678) 280-5229

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Pete is a CPA with over 24 years of experience in the accounting profession. In his current role as a National Account Manager for Sage Accountant Solutions, he is bringing Sage’s Global Accounting Solution suite of cloud based products to the Top 200 firms in the US. He began his career as a tax and audit professional at the Detroit office of PwC, in addition to running his own practice. For the past 16 years, he has helped nearly a thousand firms with the evaluation, selection and onboarding of tax and accounting software to aid in the improvement of the firm’s workflow and profitability. The past five years, he has helped firms to achieve their goals of working smarter and driving new revenue growth for their firms through Business Process Outsourcing (BPO) services.

About Our Presenter

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Our software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Our solutions travel with you or stay where you want us—in the cloud, on-premises, or both—giving you the freedom to work where you want. Our customers cover a wide range of small and medium-sized businesses. We support companies out of the home, small businesses with just a few employees, and larger enterprises that distribute across North America. All of our leaders have owned or been part of a small to medium-sized business and have deep roots in technology.