MYCPE ONE

Email Marketing for CPA Firms: Stay Top-of-Mind With Clients (Without Annoying Them)

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Conference Overview

Email remains one of the most effective communication channels for maintaining client relationships, yet many CPA firms struggle to find the right balance between staying connected and overwhelming inboxes. This webinar explores strategic email marketing approaches that provide genuine value to clients while keeping your firm present in their minds throughout the year. Learn how to develop an email strategy that strengthens relationships, educates clients, and respects their time and attention.

Major Topics:

  • Building and segmenting your email list: organizing contacts by service needs, industries, and interests 
  • Creating valuable email content: tax tips, regulatory updates, financial insights, and firm news 
  • Determining optimal email frequency: finding the right balance for different client segments 
  • Email design best practices: mobile-friendly templates, clear calls-to-action, and professional branding 
  • Compliance considerations: CAN-SPAM Act, unsubscribe management, and privacy regulations 
  • Personalization techniques: using client data to make emails more relevant and timely 
  • Email metrics that matter: open rates, click-through rates, and engagement tracking 
  • Building a content calendar: planning seasonal campaigns around tax deadlines and fiscal year-ends 
  • Avoiding spam filters and improving deliverability 
  • Tools and platforms specifically suited for professional services firms

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 1 Communications and Marketing
CPA in Canada 1 Communication
ACCA 1 All
CA - ICAEW 1 All
CA - Scotland 1 All
CA - Ireland 1 All
CPA - Ireland 1 All

Sessions

Feb 25th, 2026

Speakers:
Speaker Name
Apoorv Dwivedi


CMO, Fixyr Marketing

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Speaker Name
Priyanka Sharma

VP Of Marketing
MYCPE ONE

Email remains one of the most effective communication channels for maintaining client relationships, yet many CPA firms struggle to find the right balance between staying connected and overwhelming inboxes. This webinar explores strategic email marketing approaches that provide genuine value to clients while keeping your firm present in their minds throughout the year. Learn how to develop an email strategy that strengthens relationships, educates clients, and respects their time and attention.

Major Topics:

  • Building and segmenting your email list: organizing contacts by service needs, industries, and interests 
  • Creating valuable email content: tax tips, regulatory updates, financial insights, and firm news 
  • Determining optimal email frequency: finding the right balance for different client segments 
  • Email design best practices: mobile-friendly templates, clear calls-to-action, and professional branding 
  • Compliance considerations: CAN-SPAM Act, unsubscribe management, and privacy regulations 
  • Personalization techniques: using client data to make emails more relevant and timely 
  • Email metrics that matter: open rates, click-through rates, and engagement tracking 
  • Building a content calendar: planning seasonal campaigns around tax deadlines and fiscal year-ends 
  • Avoiding spam filters and improving deliverability 
  • Tools and platforms specifically suited for professional services firms

Learning Objectives

  • Strengthen Client Relationships: Maintain regular, meaningful contact with your client base 
  • Educate Your Audience: Position your firm as a helpful resource through valuable information 
  • Stay Relevant: Keep your firm top-of-mind during important financial decision-making moments 
  • Respect Client Preferences: Learn to communicate effectively without becoming a nuisance 
  • Efficient Communication: Reach many clients simultaneously with tailored messages 
  • Measurable Approach: Understand what content resonates with your audience through tracking 
  • Professional Standards: Maintain the quality and tone expected of a trusted advisor 
  • Time Management: Develop sustainable email practices that fit into your firm's workflow

Other Details

Subject Area

Communications and Marketing

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Apoorv Dwivedi
Apoorv Dwivedi


CMO, Fixyr Marketing

Feb 25th, 2026

View More
Priyanka Sharma
Priyanka Sharma

VP Of Marketing
MYCPE ONE

Feb 25th, 2026

View More

Reviews and Ratings

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KC

Karen Christie, President
5 ratingratingratingratingrating

Thank you, this was very helpful!

JT

Janice Thomas, Financial Controller
4 ratingratingratingratingrating

The webinar was very informative.

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com