11:25 AM - 12:00 PM
Session Name

Did We Just Become Best Friends: Building Client Relationships That Last
Presented by CLA
Speakers: Genevieve Bos, co-founder and CRO, Poplar; Purvi Shah, tax principal, retail, CLA (CliftonLarsonAllen); and Josh Sweeney, CEO, Founder Scale


Business relationships must start with trust and understanding. When you understand your client’s needs on a personal level, it builds a foundation for a long-lasting connection. In this session, hear from professional services firm CLA on top tips for how to work with clients in professional and personal ways, and work with clients to build relationships that will last a lifetime.

Genevieve Bos Purvi Shah Josh Sweeney