MBAexpress: Excellent Customer Service

Instructors: Peter Margaritis, CPA, CGMA, MAc; Jennifer Elder, CPA, CGMA, CIA, CFF, CMA

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, CPA, CGMA, CIA, CFF, CMA
Jennifer Elder, CPA, CMA, CIA, CFF, CGMA is a keynote speaker, trainer, and business coach dedicated to business transformation. For more than 20 years, she has been helping businesses by peeling back the layers of "administrivia" and finding the hidden strengths and core values that make you and your company awesome. Ms. Elder works with businesses to develop a compelling business strategy that is quick to implement that transforms your company from what you are now to what you have always wanted to be.

Known for being energetic and enthusiastic, Ms. Elder has been delivering high-quality, customized training that make complicated topics easy to understand, relevant, and useful for years. She has conducted seminars for the Fortune 500, US Government, State CPA Societies, and CPA Firms in 33 states. Her sessions are highly interactive, full of discussion, and even entertaining. Ms. Elder received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England. She lives on her boat near Annapolis, Maryland.

Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.