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Self-Study CPE
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Cost Free   CPE Credits 1.5 hours   Subject Area Communications & Marketing  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
Series: Marketing, Sales, and Business Development 
Course Description

You may know that having a sales pipeline is a best practice to manage and close new engagements for your firm. You may even have a sales pipeline in place. Implementing a sales pipeline and managing a true sales process in your firm is essential to identifying real sales opportunities, ensuring the right people on your side shepherd each opportunity, and ultimately closing more business. After attending this 90-minute web seminar, you will be able to:

• Develop and implement effective sales processes in your firm
• Understand the roles involved in your business development process and expectations for each
• Effectively manage and maintain a sales pipeline and hold sales management meetings with your business developers
• Use your sales pipeline as one of your firm’s key planning tools to project revenue, capacity plan, and more!

Leave this web seminar inspired to implement, or refine, a true sales pipeline process that results in new engagements for your firm!


Tamera Loerzel is a partner of ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping leaders achieve success by helping them develop and implement leadership, succession, marketing, and training and development plans. Tamera is committed to ensure that her clients capitalize on the opportunities to transform their practices and businesses on a foundation of unity and trust in their leadership teams. Prior to ConvergenceCoaching, Tamera managed the BDO USA Minneapolis consulting group and implemented their middle market financial software service methodology and the customer relationship management software her team used to manage their sales, marketing, and customer support processes. In addition to her local responsibilities, she directed the national sales and marketing efforts of the package solutions group at BDO. Prior to BDO, Tamera acted as the National Sales Manager for State of the Art, Inc. (now known as Sage Software, Inc.), where she was responsible for financial systems sales, CPA programs, marketing communications and recruitment, and channel communications. She was instrumental in managing the sales team and executing an alliance strategy to help CPA firms build relationships with third-party organizations to provide their clients with practical business management solutions. Tamera is committed to giving back to the accounting profession through volunteerism and currently serves as the President and is a founding member of The CPA Consultants’ Alliance and is a member of the Accountants’ Global Advisory Panel. Tamera is a member of the Minnesota Chapter of Sales and Marketing Executives, Toastmasters, the national and local chapters of the Association for Accounting Marketing (AAM), and the Association for Accounting Administration (AAA). Tamera served on the planning committees for the AICPA Practitioners Symposium and AICPA TECH Conference and has served as Chair for Information Technology Alliance (ITA) Fall Collaboratives. Tamera is a frequent facilitator, speaker, teacher, and coach and has written articles for several state and national CPA publications and associations on the topics of employee engagement, sales and marketing, leadership, and succession planning. Tamera regularly practices yoga to reenergize, enjoys cycling and running, and relishes spending time with her three children.

Handout Materials
Presentation Slides
Additional Materials
ARTICLE: Driving Revenue through Your Firm's Pipeline
EXCEL FILE: Sales Pipeline Templates
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.


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 Presenter

The ConvergenceCoaching, LLC consulting team has extensive experience delivering leadership and sales and marketing coaching and consulting services for CPA firm leaders. Working together, we apply our market-focused strategic planning, in-depth tactical implementation expertise, and our passion for teaching others to help our clients make the jump from being reactive, to being proactive.