August 11, 2026


Live Webcast


NASBA 16

Sales Innovation: How to Maximize Revenue from Current, Past, and Future Customers/Clients Webcast

Are you leaving easy sales and revenue opportunities? Most organizations are sitting on an untapped goldmine. This course will help you uncover sales in places you may not be looking with current, past, and future customers and clients.

August 11, 2026
Live Webcast
NASBA 16
  • Instructor

    Alex
    Theis

Learning Objectives

After completing this course, you and your team will be able to:

  • Estimate how to increase your awareness of hidden sales opportunities
  • Recall how to create innovative campaigns to win back lost customers/clients
  • Identify how to improve customer retention measurably
  • Distinguish how to improve your average transaction/sale amount
  • Select data to find untapped revenue opportunities
  • Recognize how to find the low hanging fruit in your sales process

Major Topics

  • Marketing to current, past, and future clients
  • How to spark innovative sales ideas
  • Sales growth from current customers/clients
  • Increasing customer/client retention
  • How to win back lost customers
  • The power and usefulness of KPIs
  • How to improve the customer experience

CPE Credits Available

NASBA 16
8
Communications & Mktg. (NASBA) (Advisory Services) - NASBA
8
Specialized Knowledge / Industries (NYSED) (Specialized Knowledge/Industries) - NASBA

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

  • Sales teams
  • Marketing teams
  • Managers
  • Executives
  • Customer-facing staff

Provider

AICPA

Register For This Event

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    Price includes $50.00 early registration discount(s) - expires 7/21

    Price includes $50.00 early registration discount(s) - expires 7/21

  • NYCPA Non-Member

    $ 265 265

    Price includes $0.00 early registration discount(s) - expires 7/21

    Price includes $0.00 early registration discount(s) - expires 7/21

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