Etiquette in a Virtual Business Development World

Actions and Detail Panel

Sales Ended

Event Information

Share this event

Date and time



Online event

Event description
We will share our perspectives on how Business Development and Marketing must evolve with style, grace, and professionalism.

About this event

Join the Client Experience Institute (CEI) on Wednesday, May 20, 2020 at 9:30 AM for a 45-minute ZOOM Time to Rise event where we will be discussing Etiquette in a Virtual Business Development World.

As we continue to embrace the new normal, it is clear that building your pipeline and restarting Business Development (BD) activities are essential to your firm's recovery.

CEI joins forces with Colleen Harding and Katie Tolin to share our perspectives on how BD and Marketing must evolve with style, grace, and professionalism. During this Time To Rise program we will:

  • LEARN how etiquette is different with Zoom/Video, Networking, and Meetings.
  • DISCOVER new marketing approaches that add value to your clients and prospects.
  • RE-IMAGINE ways to conduct BD with respect and resilience.

Meet our guest experts:

Colleen Harding, founder of the Cleveland School of Etiquette, spent years as a sales executive in the highly competitive television broadcast industry. She coaches individuals and executives on professional appearance and style to make sure they was presenting a polished, professional image. Colleen believes that how you present yourself is just as important as what you are presenting.

Katie Tolin has devoted her career to the marketing and growth of professional services firms, including roles at local, regional, super-regional and national firms. She was formerly named one of the Top 100 Most Influential People in Accounting and was inducted into the Accounting Marketing Hall of Fame. Katie is the founder of CPA Growth Guides.

Date and time


Online event

Organizer Client Experience Group

Organizer of Etiquette in a Virtual Business Development World

The Client Experience Group is a consulting and advisory firm committed to inspiring businesses and individuals to grow and achieve sustainable results through our organizational development, business development, branding and marketing services. | 1-888-758-8234

Save This Event

Event Saved