Event Classification Questionnaire

Please note, this form is used to classify events, not determine involvement. Based on the score below, the event will be routed to the appropriate leader for evaluation, either Business Development or Office Leader (for Good Neighbor events). Please see Katie Kansky for additional information.

Event Classification Questionnaire

Scoring Key:

  • 7-8: True Business Development Event; Strategy Event - prioritize for BD budget & follow-up
  • 4-6: Hybrid - Needs refinement; Add BD elements or reclassify as Good Neighbor
  • 0-3: Good Neighbor Event; Supports brand/culture/community; no direct revenue

Disclosures

“Larson Gross” is the brand name under which Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries) provide professional services. Larson Gross Assurance PLLC and Larson Gross Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Larson Gross Assurance PLLC is a licensed independent CPA firm that provides attest services to its clients, and Larson Gross Advisors LLC provides tax and business consulting services to their clients. Larson Gross Advisors LLC is not a licensed CPA firm. The entities falling under the Larson Gross brand name are independently owned and are not liable for the services provided by any other entity providing services under Larson Gross brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries).

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