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Institutional Finals: Preparation and Execution

Session Speakers
Session Description

Why Attend
Learn practical tips for increasing your success rate with RFPs and for approaching, and being more effective in, the institutional finals presentation.

Session Details
Institutional consultants may work a prospect for months or years to receive a request for proposal (RFP) and the opportunity to progress to a finals presentation, knowing that at any time they can be cut.  A subject-matter expert will discuss how novice and seasoned professionals alike can improve their prospects for success at each stage, from completing an RFP to submitting it to winning the business. Discover:

  • Practical tips for improving your success rate with RFPs.
  • What works and what does not work, based on case studies and experience.
  • Top 10 do's and don’ts for increasing your success rate in the finals presentation.

Additional Information
CPE-1 hr, CE-1 hr
Snapshot Session
1h
Session Schedule