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Podcast Episode 4: Edward Mendlowitz, CPA,ABV, PFS - Building Client RelationshipsPodcast Episode 4: Edward Mendlowitz, CPA,ABV, PFS - Building Client Relationships

$29.00 (USD)

Edward Mendlowitz is a partner in the accounting firm of WithumSmith + Brown. During this conversation, we discuss a variety of tips and techniques on building client relationships. In addition, we discuss ways to increase retention of your people.  

Estimated Length: 42 minute(s)
Valid for: 12 Month(s)

Lessons

Name View Schedule
Online Lesson1. Podcast Episode 4: Edward Mendlowitz, CPA,ABV, PFS - Building Client Relationships -

Objectives

Upon completion of this course, participants will be able to:

  • List tactics for building a stronger professional network

  • Identify ways to elicit ideas (even crazy ones) from your team 

Major Topics:  

  • Networking

  • Referrals

  • Cost of acquiring new clients versus nurturing your current client base.

  • Creativity 

Field of Study:  Communications and Marketing 

Recommended CPE Credit Hours:  0.5 

Course Level: Basic 

Prerequisites:  None 

Designed For: Practitioners, auditors, analysts, firm administrators, and finance professionals 

Instructor:  Edward Mendlowitz, CPA, ABV, PFS 

Publish Date:  06/27/2016

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Ed's Biography:

EDWARD MENDLOWITZ,CPA, ABV, PFS, PARTNER
Ed is a partner in our firm’s New Brunswick, NJ, office and has over 40 years of public accounting experience. He is a licensed certified public accountant in the states of New Jersey and New York and is accredited by the American Institute of Certified Public Accountants (AICPA) in business valuation and as a personal financial specialist (PFS). Ed is also admitted to practice before the United States Tax Court and has testified as an expert witness in federal and state court regarding business valuations.

A graduate of City College of New York, Ed earned his bachelor of business administration degree. He is a member of the AICPA, the New Jersey Society of Certified Public Accountants (NJSCPA) and the New York State Society of Certified Public Accountants (NYSSCPA). In addition, Ed was a founding partner of Mendlowitz Weitsen, LLP, CPAs, which joined with Withum in 2005. Currently, he serves on the NYSSCPA Estate Planning Committee, and was chairman of the committee that planned the NYSSCPA’s 100th Anniversary. The author of 16 books, Ed has also written hundreds of articles for business and professional journals and newsletters. He is the contributing editor to the Practitioners Publishing Company’s 1998/1999 706/709 Deskbook, and the AICPA 2004 edition of the Management of an Accounting Practice Handbook and is on the editorial board of Bottom Line/Personal and Tax Hotline financial newsletters. Appearing regularly on television news programs, Ed has also been quoted in numerous major newspapers and periodicals in the United States. He is the recipient of the Lawler Award for the best article published during 2001 in the Journal of Accountancy.

Ed is a frequent speaker to many professional and business groups, including the AICPA, NJSCPA, NYSSCPA, American Management Association, the National Committee for Monetary Reform, University of Medicine and Dentistry in NJ and many more. For 11 years, he taught courses on financial analysis, corporate financial policy and theory, monetary and fiscal policy and managerial accounting in the MBA program at Fairleigh Dickinson University.

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Edward Mendlowitz, CPA, ABV, PFS
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