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11.14.19 - Connecting Deeply with Clients, Prospects, and Employees (Live Webinar) 1 CPE / 1 CLE

11.14.19 - Connecting Deeply with Clients, Prospects, and Employees (Live Webinar) 1 CPE / 1 CLE

Your Price $19.99
In Stock.
Course Number:MGMT1114-W
  • When:Thursday, November 14th, 2019. 12:00 PM to 1:00 PM EST
  • Location:Your home or office
  • CPE Credits:1 Management CPE
  • CLE Credits:1 Substantive CLE
  • Delivery Method:Group Internet-Based

Companies need to build strong relationships with external stakeholders like clients and prospects, while simultaneously engaging their internal stakeholders, such as employees. During this session, our guest speaker will examine key factors that influence organizational connections. Participants will learn about the psychological foundations of engagement, control, and trust. Participants will also learn how to develop and implement actionable plans, which incorporate these fundamentals.

Learning Objectives:

  • Review current research on engagement and trust
  • Examine the core foundations in decision-making
  • Describe mindsets for enhancing stakeholder relationships

When: Thursday, November 14th, 2019. 12:00 PM to 1:00 PM EST
Where:Your home or office
Speaker: Laura Scharr, CFP(R), MBA
CPE Credits: 1 Management CPE
CLE Credits: 1 Substantive CLE
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
Tech Support: Bill Kline Email: [email protected] or Phone: 267-251-3805

The Presenter:
Laura is a Certified Financial Planner™ professional who is passionate about educating others about financial topics. She has worked with hundreds of men and women to craft holistic financial life plans. With 20 years of executive experience in both corporate America and as an entrepreneur, her unique perspective enables executives and small business owners to them achieve resiliency and adaptability in their professional as well as personal lives. As a Certified Financial Planner TM professional, she is also mindful of how a client’s money aligns with their heartfelt goals, thereby promoting financial robustness.

Laura has been quoted in the Wall Street Journal, USA Today, Money magazine, Investment News, Forbes, US News and World Report, The New York Times, and CNN Money and was a guest on WLTX, the local CBS affiliate, for their “Money Monday” segment for 3 years. She is currently featured in the PlanStronger TV PBS program and now works as an executive coach where her goal is to inspire individuals to be resilient, productive, and balanced in their personal and professional lives.

McDevitt & Kline, LLC 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:

* McDevitt and Kline's live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).

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