The Intersection Between Family Law & Financial Professionals; and 7 Strategies to Gain Referrals

There will be two topics covered during this event and in addition to hearing great speakers and topics, you will earn 3.0 PD hours. Please click the above link to see the topics and speakers for the evening. 

17 Sep 2019, 5:30 PM

3 CPD hours

$85

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Course Description

There will be two topics covered during this event:

1. The Intersection Between Family Law and Financial Professionals

    Speaker: James Singer, Barrister and Solicitor 

2. 7 Strategies to Gain Referrals

If you bring in new clients for your accounting business, gaining referrals means gaining clients.  During this interactive presentation you will learn strategies to gain on going referrals and more business. Learn practical tips from Jill Schoenhofer a Referral Training.

  • Discover surprising facts about referrals and why we love them 
  • Where you need to be networking to meet the right clients
  • Learn How To  Gain On Going Referrals
  • Define Your Ideal Client in 2 Categories to Find More of Them
  • Identify the referral circle to encourage ongoing referrals

    Speaker: Jill Schoenhofer, MBA, Founder of WellConnected

    

This event will be held at the Donalda Club.  The structure of the event is as follows:

  • Reception (cash bar) – 5:30 p.m.
  • Dinner – 6:00 p.m.
  • Presentation(s) – 7:00 p.m. until 8:30/9:00 p.m., depending upon the speakers, topics and audience questions.

The cost of the seminar and dinner is $85 (+tax), which you can pay by any credit card. You will earn 3.0 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements. 

If you can't make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar.  If you prefer a refund, please ensure that you give us at least 48 hours notice. 

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 

Course Walkthrough

  • Jim Singer's Materials
  • Jim Schoenhofer's Recording
  • Jim Singer's Recording
  • Certificate: September 17, 2019 Evening Event
  • Feedback / comments

About the Instructor(s)

Picture of Jill Schoenhofer
Jill Schoenhofer

Speaker and Referral Trainer Jill Schoenhofer has an MBA in Marketing, an Adult Education Certificate and is an Extended DISC trainer. She worked at graphic design companies and advertising agencies for ten years in Toronto. Following that, Jill taught business and marketing courses at college for over nine years. Today, through her business, WellConnected, Jill works with accountants and other service professionals to assist them to generate on going referrals. She leads group referral coaching programs and works one to one with clients using measurable systems to grow their business. Jill’s coaching and training is very interactive as she has a passion educating and having fun at the same time. 


Picture of James Singer
James Singer

Jim Singer was called to the bar in 1989 and has been practicing exclusively in Fam Law since about 1995.  He has appeared on numerous trials before the Superior Court of Justice, on appeals before the Court of Appeal and (prior  to exclusively focusing on Fam Law) effectively changed the law in Ontario in respect to the notice provisions required to be given to the City of Toronto for persons who slip and fall on municipal sidewalks caused by the build up of ice, on a case called Myshrall v. City of Toronto.  That lower judge’s decision was upheld by the Court of Appeal, the City appealed to the Supreme Court of Canada, where the City’s appeal was finally denied.   The Myshrall case was quite topical at the time, and Jim was interviewed by CFRB, the Globe and Mail and the Toronto Star.

By Myshrall and anything o/s of Fam Law is long in the rear view mirror.   His files often involve complex business valuations, income determinations and the like along with the inevitable custody and access disputes.   Jim’s older daughter has just started law school at Queen’s (Jim’s alma mater) this month, and he’s already warming up a chair for her in his office, as he’s been a sole practitioner from Day 1.   When Jim isn’t breathing fam law, he enjoys talking about the Blue Jays, Raptors and Leafs, but his enthusiasm for Tor sports teams has also succumbed to the reality of being the family breadwinner (Raptors notwithstanding).


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