OSCPA's July Lunch + Learn: Why Smart Professionals Struggle to Grow Revenue and The Relationship System That Fixes It - Oklahoma City
1.00 Credits
Member Price $0
Non-Member Price $40
Overview
Join the OSCPA for our monthly Lunch + Learn event over topics important to Oklahoma CPAs. In a world where professionals are expected to "sell" but rarely trained how, many default to inconsistent outreach, transactional networking, or avoiding business development altogether. In this CPE, Nicole reframes revenue growth entirely, moving away from traditional sales tactics and toward a repeatable, relationship-driven system that generates consistent business without feeling forced or inauthentic. Drawing from her experience building revenue across professional service firms for over a decade nationwide, Nicole introduces a practical framework that helps CPAs become top of mind, highly referable, and consistently in demand. As part of your OSCPA membership your registration for this event is FREE*.
Live Stream Option: Can't join us in person? Join us virtually by signing up for the live stream option.
*Must be a member in good standing at the time of the course. Members are not automatically registered and must sign up to attend as registration is available. Find more information here.
Prerequisites
None
Designed For
Any financial professional looking to increase their firms revenue, gain new clients, or better serve their existing referral sources. This presentation is for professionals looking to grow as well as professionals struggling with the pain points of having already scaled.
Objectives
- Develop a clear understanding of why traditional "sales" approaches fail in professional services and how to follow a step-by-step framework to turn relationships into consistent revenue
- Better understand your personality based on DISC assessments and how to sell within your skillset, instead of trying to build a new personality. Attendees will learn practical tools for becoming more referable, visible, and top of mind.
- Learn a mindset shift from "chasing business" to attracting opportunities.
Preparation
None
Leader(s):
Leader Bios
Nicole Hopkins
Nicole Hopkins is a relationship-driven revenue strategist and founder of Rapport Development, where she helps executives, founders, and professional service firms turn relationships into consistent, scalable revenue. She is known for building referral and COI ecosystems thatreplace cold outreach with predictable inbound opportunity, transforming how firms grow without relying on traditional sales tactics. Nicole’s work includes supporting capital raises for Stanford and Harvard affiliated physician groups, as well as high-growth finance and AEC professional service firms on how to clarify positioning, access the right rooms, and implement disciplined business development systems that drive measurable results. A top-producing sales leader turned strategist, Nicole’s approach centers on trust velocity,executive positioning, and long-term relationship value over transactional selling. She hasbeen featured on platforms including TEDx, Hulu, and national conference stages. Her corebelief? Revenue isn’t created in the pitch. It is created in the relationship long before theask.
Non-Member Price $40
Member Price $0