jvBD Academy – National Edition

Join an exclusive national group of accountants who explore communication, relationships, client development and business development through the jvBD Academy.  No previous business development experience necessary!  Not only learn from our 14-part video series, but also from an experienced facilitator – and the experiences of your fellow classmates – as you apply the skills in your professional life.

This unique program has been designed for those in public accounting who have the interest and desire to explore the potential of client and business development.  Here’s what some recent graduates had to say:

“I’ve made a point of being more proactive in trying to get business and also staying in touch with current clients in an attempt to cross-sell.”

– 2019 Graduate

“I have been pushing myself to go to more networking events and have brought in a couple of smaller clients for the firm.”

– 2020 Graduate

The Process:

  1. Watch a short and engaging video (Here’s a sample) on a business development topic
  2. Join a live video conference with your experienced facilitator and peer group
  3. Complete a homework assignment
  4. Repeat 

Your Instructor and Facilitator

Your video instructor is Art Kuesel and your expert facilitator is Kayte Steinert-Threlkeld, each with more than 20 years of experience working with accountants and CPAs on business development.  Learn more about Art and Kayte here.  

The Result

Your 12-month journey will build confidence, communication skills, better relationships, and positive habits that are the precursor to success in business development. And, you’ll have a BD peer group and a personal business development plan to guide your efforts going forward.

jvBD National Fee/CPE: $995/person | Registration Closes on 8/20/2020 | 13 CPE Credits

For more information: Join Kayte and Art on a Q&A webinar on 8/10 from 12-1pm CT.

jvBD Academy National Edition 2020-2021

TitleDateTime (CT)
Q&A Session with Instructor and Kayte: Register and Learn more about jvBD Academy National Edition!8/1012 – 1pm
Introduction to Business Development & Building a BD Plan8/2512 – 1pm
Module 1: Connecting and Communicating with Clients9/2112 – 1:15pm
Module 2: The Trusted Advisor Concept and Client Pains10/1912 – 1pm
Feature Presentation 1: “Self-Leadership in BD” featuring Jon Lokhorst11/512 – 2pm
Module 3: Clues & Triggers for Cross-Selling/Serving 12/112 – 1pm
Module 4: Client Retention, Client Referrals and the Client COI(Circle of Influence)12/1412 – 1pm
Module 5: Advisory Services: The Future of the Profession1/6/2112 – 1pm
Feature Presentation 2: “Virtual Business Development”1/27/2112 – 1pm
Module 6: Elevator Speeches and Networking Mastery2/10/2112 – 1pm
Module 7: Nurturing a Referral Source Network5/4/2112 – 1pm
Module 8: Developing a Strong Personal Brand5/25/2112 – 1pm
Module 9: Marketing During Busy (Opportunity) Season6/7/2112 – 1pm
Module 10: Behind the Scenes in the Sales Process6/29/2112 – 1pm
Module 11: Developing Positive BD Habits for Life 7/20/2112 – 1pm
*Dates and times are subject to change

Learn More: Register here for our Q&A Webcast on 8/10

I’m Ready to Register for jvBD Academy National Edition: Download the Registration Form Here

Sales Coaching, Marketing Training, Growth Plans for Professional Services Firms