Course ID: NGLEXP

NextGen Leadership: How Leaders Create Standout Client and Customer Experiences

“How Leaders Create Standout Client and Customer Experiences” is a session designed for accounting and finance professionals who recognize that exceptional service is what truly sets organizations apart. Explore evolving client needs, learn how to align service with both practical and emotional expectations, and gain actionable approaches to delivering service that differentiates the firm, boosts loyalty, and turns customers into advocates. The program features “real-life” case studies, role-play, and field-tested models illustrating ways to close the client experience gap and build credibility, brand value, and long-term relationships in an increasingly competitive marketplace.

In-person and live webcast CPE credit: 2.0 – 4.0 hours
Webcast and On-Demand CPE credit: coming soon

Learning Objectives
  • Analyze and differentiate key trends affecting client and customer experience in the accounting and finance sector.
  • Apply proven communication and engagement strategies to deliver consistently outstanding client interactions, both virtually and in person.
  • Identify the specific needs, motivators, and relationship preferences of diverse client types using a structured quadrant model.
  • Use conceptual tools and practical frameworks to select the most effective tactics for building credibility, advancing trust, and exceeding service expectations.
Major Topics
  • The strategic importance of customer experience in a rapidly changing, commoditized market.
  • Key trends: demand for value, expectation shifts, and competition beyond the local marketplace.
  • Building loyalty through communication, empathy, and trust at every stage of the client relationship.
  • The connection between employee engagement and customer loyalty, supported by real-world data.
  • Four-quadrant model for understanding, segmenting, and delivering to diverse client types.
  • The psychological principles of motivation (Maslow, Herzberg) and their impact on customer relationships.
  • Branding, personal presence, and credibility as leadership fundamentals for client service professionals.
  • Consulting disciplines: anticipating client needs, managing information flow, and orchestrating resources for value creation.
Advanced Preparations

None

Who Should Attend
  • Controllers and Accounting Managers: Professionals lead teams and client engagements, seeking to ensure service excellence within their organizations.
  • Client Relationship Managers and Finance Directors: Individuals directly responsible for client retention, growth, and satisfaction in service delivery roles.
  • Senior Accountants and Partners: Influencers and decision-makers aiming to differentiate their firm’s client experience and build long-term client loyalty. Ideal for those in leadership, management, or customer-facing roles who want to build strong relationships, drive superior outcomes, and deliver measurable, sustainable value to clients.
Fields of Study
Business Management & Organization
Prerequisites

Experience in the accounting and finance field.

Provider
Business Learning Institute
CPE Credits
4.0
Level
Intermediate

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: or team@blionline.org
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