CFO Series: Identify the ‘Good’ Clients to Improve Margins
CFO Series: Identify the ‘Good’ Clients to Improve Margins
CPE Credit:
2
Overview
Description:
Some customers are unprofitable from an economic or time perspective, but many organizations do not know the difference. When an organization has a unique, well-differentiated service 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 is valuable 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 haven’t yet recognized. Understanding both external clients and internal stakeholders, including the evolving role of the finance department, is critical to long-term success.
Field of Study:
Business Management & Organization (2 CPE)
Instructor
Instructor:
Robert Mims, CPA
Additional Details
Who should attend:
Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in realizing more value from the organization.
Program Level:
Intermediate
Program Content:
The major topics that will be covered in this course include:
- Who is our customer?
- How to segment your customers
- Identifying and understanding your most valuable customers
- 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:
After attending this presentation, you will be able to…
- Recognize different types of customers, including internal stakeholders.
- Build brand value
- Retain your best, most valuable customers over the long term.
Prerequisites:
None, preferably six months of professional financial statement analysis experience and/or experience in preparing or reviewing accounting processes and reports; experience working with internal or external clients and business leaders. Preferably some experience in analyzing customer profitability.
Advanced Preparation:
None
Developed By:
The Knowledge Institute, LLC
Format:
Group-Internet-Based
Course Code:
KIRMIGC2
Our Partners
NASBA Sponsor
CFO Series: Identify the ‘Good’ Clients to Improve Margins
Course Code:
KIRMIGC2
Program Level:
Intermediate
Description:
Some customers are unprofitable from an economic or time perspective, but many organizations do not know the difference. When an organization has a unique, well-differentiated service 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 is valuable 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 haven’t yet recognized. Understanding both external clients and internal stakeholders, including the evolving role of the finance department, is critical to long-term success.
Program Content:
The major topics that will be covered in this course include:
- Who is our customer?
- How to segment your customers
- Identifying and understanding your most valuable customers
- 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:
After attending this presentation, you will be able to…
- Recognize different types of customers, including internal stakeholders.
- Build brand value
- Retain your best, most valuable customers over the long term.
Who should attend:
Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in realizing more value from the organization.
Developed By:
The Knowledge Institute, LLC
Instructor:
Robert Mims, CPA
CPE Credit:
2
Field of Study:
Business Management & Organization (2 CPE)
Prerequisites:
None, preferably six months of professional financial statement analysis experience and/or experience in preparing or reviewing accounting processes and reports; experience working with internal or external clients and business leaders. Preferably some experience in analyzing customer profitability.
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$89.00
Upcoming Dates
- 3/20/2026 @ 11:00 AM
- 10/16/2026 @ 11:00 AM
All times are Eastern Time Zone
