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Webinar

Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients

Monday, Sept. 28, 2026
9-11 a.m. Central
2 CPE (2 non-technical)

Course code: 26WA-5411
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Some customers are unprofitable from an economic or time perspective -- but many organizations do not differentiate or know the difference. When an organization has a unique, well-differentiatedservice or product, understanding value from the customer's perspective becomes a crucial factor in profitable pricing. We must take the time to fully understand what our customers value - from the customer's point of view. What is value? Why do brand, value, and customer focus matter? Developing a deep understanding of our customers is vital. Our most important customer might be someone we have not yet recognized. Understanding both external clients and internal stakeholders - including the evolving role of the finance department, is critical to long-term success. Using humorous video clips, memes, and vetted research, your understanding of customer bases will improve.

Major subjects

  • Who is your customer?
  • What is solution-based planning for customer value?
  • Recognizing internal customers (e. g. , departments served by finance).
  • Exploring profitability differences between customers with similar revenue.
  • Creating and sustaining a customer value pyramid.

Learning objectives

  • Recognize and understand different types of customers, including internal stakeholders.
  • Learn how to build brand value and retain our best, most valuable customers over the long term.

Who should take this program?

  • Strategic CFO & Finance Leaders.

Pricing

Standard Member Fee $89.00
checkmark Standard Nonmember Fee $89.00
Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

More program information

Instructor Robert Mims, CPA
Location Online
Area
of study
Management
Field(s)
of study
Business Management & Organization - Non-Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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