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2024-05-07 WAATP Signature Monthly Meeting - Developing a Purpose for the Practice You Want
Tuesday, May 07, 2024, 10:00 AM - 12:00 PM PDT
Category: Events

WAATP Signature Monthly Meeting - Developing a Purpose  for the Practice You Want

Presented by Washington Association of Accounting and Tax Professionals 

Tuesday, May 7, 2024 Webinar


Event schedule: 

  • Beginning of Developing a Purpose  for the Practice You Want  Webinar: 10:00 am
  • Round Table: 10:00 am - 12:00 pm

Speaker: Robert (Bob) McKinley CPA


CPE Credits: 0 

Course Description:  

This course is designed to equip participants with the essential skills and strategies for developing a clear vision and purpose for their professional practice, effectively communicating this vision to their team and the public, and implementing targeted marketing strategies to attract and retain preferred clients.

Key Takeaways:

1. Developing Vision and Purpose for Your Practice:
    • Explore techniques for identifying personal and professional values, goals, and aspirations.
    • Learn how to articulate a compelling vision statement that aligns with your values and goals.
    • Develop strategies for defining the purpose and direction of your practice to inspire motivation and focus.
2. Communicating the Vision to Team and the Public:
    • Understand the importance of clear and consistent communication in conveying the practice's vision and purpose.
    • Learn effective communication techniques for engaging team members and stakeholders in the vision.
    • Explore strategies for crafting compelling narratives and messaging to effectively communicate the practice's vision to the public.

3. Marketing to Clients You Like:

    • Identify target client demographics, preferences, and needs based on your practice's vision and purpose.
    • Explore various marketing channels and platforms for reaching and engaging with preferred clients.
    • Develop personalized marketing strategies and campaigns tailored to attract and retain clients who align with your practice's values and goals.


Throughout the course, participants will engage in interactive discussions, case studies, and practical exercises to apply concepts learned to real-world scenarios. By the end of the course, participants will have the knowledge and skills necessary to develop a clear vision and purpose for their practice, effectively communicate this vision to their team and the public, and implement targeted marketing strategies to attract and retain preferred clients.



Who Should Attend:

  • Tax Professionals
  • Accounting Firms
  • Practitioners Looking to Optimize Practice Efficiency


Don't miss this opportunity to revolutionize your practice! Join us for a dynamic 2-hour session that promises to empower you with practical insights and strategies for successful practice management.


If you would like to ask questions ahead of time please send them to [email protected] 

Registration fee: 

WAATP members, $0 

Non-members, $20 

Join WAATP today to receive a discount. 





Fees and Schedule - This WAATP Internet-Live webcast will begin and end promptly at stated time. 

 Cancellation and Refund Policy: Registration fees will be refunded in full for up to 3 days in advance of the seminar. Registrations may be transferred 1-3 days prior to the seminar date. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR MATERIALS AND WEBINAR LINK HAS BEEN SENT AND THE SEMINAR BEGINS. NO EXCEPTIONS

Contact: WAATP Office - [email protected] - 509-993-2307