Engagement Preparation

An Introduction to Client Meetings

Tip and guidelines to prepare you for meetings with Patina clients.

Your fellow Patina Professionals have said that reviewing and using these tips and guidelines helped them be ready to make the best first impression possible with Patina clients.

On Engagement

Driving success on your Patina client engagements.

Learn about the Engagement Team, preparing for your engagement, the Patina Professional Code of Conduct, how to perform during your engagement, and how to finish your engagement.