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Building a Rockstar Business Development Plan


Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In the accounting profession, you and your teams are likely balancing two important things: developing new client business and creating a best-in-class delivery experience. One can’t live without the other. If you were to spend a day in the life of an accounting professional focused on developing new client business, you’ll likely find a common theme. They invest their time in the right prospects, clients, and business development activities. They have a process and plan.

How do you determine which prospects, clients, and business development activities to invest in? What will move your book of business, or practice forward most quickly? Having the right plan will get you there.

Learning Objectives:

  • Discover the business development plan elements you need to focus on that will grow your book of business, sales territory, or practice.

  • Learn how to successfully choose verticals that will amplify your book of business or firm.

  • Discuss strategies to keep your plan top of mind, even during the busy season.

  • Overview of diversification strategies that will help you to thrive, regardless of the economy.

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Amy Franko is a strategic sales expert working with professional services, insurance, and technology organizations to accelerate sales results. She’s a keynote speaker, sales strategist, and author specializing in B2B sales and sales leadership development. With over 20 years of client-facing sales experience, Amy began her career with global companies IBM and Lenovo before pivoting into entrepreneurship. Her book of business includes some of the world’s most recognizable brands. Amy’s book, The Modern Seller, is an Amazon best seller and was also named a 2018 top sales book by Top Sales World. In addition, Amy is recognized by Top Sales World as one of the top 50 sales bloggers in the world. Learn more and download a free chapter of The Modern Seller at

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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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.