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Session Description

From the Sales Team to the Client's Hands: How One Person Can Manage It All

A proposal process with quality control, flexibility, and accountability means a successful team and higher win rates. Learn how one firm created a highly efficient, well-defined process managed by a single person.

Presenters

Mike ClairMike Clair
National Proposal Content Team Leader
BKD CPAs & Advisors

With more than five years of proposal industry experience, Mike is the National Proposal Content Team Leader at BKD CPAs & Advisors, the twelfth largest accounting firm in the country. He is currently responsible for managing and administering all aspects of a proposal content team, which includes identifying/structuring annual initiatives, providing RFP guidance and continuously creating and refining industry-focused proposal content.

Jason Dingeldein Jason Dingeldein
National Proposal Team Manager
BKD CPAs & Advisors

Jason is the National Proposal Team Manager at BKD CPAs & Advisors, the twelfth largest accounting firm in the country. Jason’s experience in the proposal industry spans six years serving in multiple roles and leadership positions, and he is currently responsible for managing all aspects of a centralized proposal team that produces approximately 1,300 proposals annually.

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