MBAexpress: Excellent Customer Service

Instructors: Peter Margaritis, CPA, CGMA, MAc; Jennifer Elder

Format

Course - Online

Level

Basic

Duration

1 hour

This course discusses the importance of understanding both internal and external customers of finance teams and the skills needed to provide excellent customer service.

Learning outcomes

Recognise the hallmarks of excellent customer service skills
Define the finance department's product
Identify the finance department's customers

£29.00 (CIMA members only)

£39.00

VAT calculated on checkout

Product information

Overview

Many people think that customer service is limited to call centres responding to inbound calls and emails. In reality, all teams that provide deliverables are responsible for a product and, more importantly, excellent customer service.

This course discusses the importance of understanding both internal and external customers of finance teams and the skills needed to provide excellent customer service.

Topics discussed:

Internal vs. external customer service
Successful customer service
Customer needs and wants

Who should take this course?

CFOs, controllers, treasurers, and other financial managers

Professional development

This Course - Online offers 1 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study:	Communications
Prerequisites:	None
Programme level:	Basic
Duration:	1 hour
Format:	Course - Online
Access:	This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£29.00 (CIMA members only)

£39.00

VAT calculated on checkout

Instructors

Peter Margaritis, CPA, CGMA, MAc
Jennifer Elder
Jennifer Elder specializes in making the financially complicated simple, awesomely simple. She has seen all sides of the accounting profession starting in public accounting, was an Accounting Department Chair, and CFO in the private sector. She has worked in manufacturing and distribution, residential construction and development, software development, and angel investing. She is also involved in non-profits, sitting on the Board of Directors of Rude Ranch Animal Rescue.

Jennifer is currently President of The Sustainable CFO, helping business owners, executives, and CPAs enhance their success skills and find that elusive work-life balance. She also assists businesses in developing a strategy for integrating sustainability into strategic plans and day-to-day operations. In addition, Jennifer teaches finance at Antioch University New England, is a trainer with the AICPA and Business Learning Institute, and is a contributing writer for TriplePundit.

When it comes to instruction, Jennifer believes that in order for training to be effective it must be: approachable, applicable, interactive, and interesting. She focuses on finding the essence of a topic, explaining so that it can be understood at all levels, illustrates with real-life examples, creates opportunities to apply the knowledge, and does it with an infectious enthusiasm. Her goal is to ensure that everyone walks away with something they can use and apply immediately.

Accessibility

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