NEW!
Professional and Business Development
Individual Recordings

Now available for purchase - professional and business development individual recordings for CPAs. Recognizing the value of flexibility, as well as the necessity of quality training we've bundled some of our award-winning courses into topic-specific bundles. Each bundle consists of a series of recorded training sessions on the most relevant and in-demand material from the Whetstone Growth Academy.

(Details of each of the courses can be found in the WGA course catalog by clicking here.)

Each recording consists of:

  • A one-hour recording of both audio and visual components making it easy to incorporate into a busy professional's day.
  • Interactive exercises for participants.
  • Follow-up discussion questions for use after the session(s) to aid participants in practically applying the concepts from each course to his/her firm.


All recordings are one hour and $79

Available recordings specifically designed for new staff include:

101: Basic Business Development Concepts and Your Role

102: Client Service Communication Skills



103: Introduction to Social Media for Professionals


Available recordings specifically designed for senior staff include:

201A: Basic Client Marketing I



201B: Basic Client Marketing II



202: Working Events



203: Intermediate Social Media Usage


Available recordings specifically designed for managers and senior managers include:

 301A: Client Cross-Selling I



 301B: Client Cross-Selling II



 302: Generating Effective Referrals



 303: Personal Marketing Methods and Skills



 304: Using Social Media as a Prospecting Tool




Available recordings specifically designed for partners include:

401A: Prospecting and Closing: What it Means to be a Business Developer



 401B: Prospecting and Closing: Assessing Needs and Influencing Perceptions



 401C: Prospecting and Closing: Working the Decision Cycle 



 402A: Mastering the Proposal Process I



 402B: Mastering the Proposal Process II



 403A: Determining Goals and ROI for Your Book of Business I



 403B: Determining Goals and ROI for Your Book of Business II



 404: Specializing and Focusing Your BD Efforts




Available recordings specifically designed for leadership include:

501A: Managing Growth and Accountability I



501B: Managing Growth and Accountability II



501C: Managing Growth and Accountability III



502: Managing Online Marketing for Your Firm