MYCPE ONE

Video Marketing for CPAs: Build Trust and Educate Clients Through Video

180

Interested

People have shown interest recently

Conference Overview

Video is rapidly changing the way CPAs connect with clients. In this engaging CPE course, learn how to create compelling short-form videos that explain complex financial topics and showcase your firm’s unique personality. Whether you’re answering tax questions or introducing new services, video can help you humanize your brand, simplify your message, and strengthen client relationships. But what makes a video truly effective and how can you produce one without a full studio setup?

You’ll walk through a hands-on process to plan, script, and shoot videos that elevate your firm’s presence. Learn how to communicate clearly, build trust by “putting a face to the firm,” and highlight your expertise in ways that resonate with viewers using simple tools (no expensive studio needed!). You’ll also explore proven tactics for sharing video content on social media, increasing engagement, and driving consultations. Real-world examples from successful CPA firms bring each tactic to life and show what’s possible when you commit to video.

Major Topics:

  • Short-form video strategy
  • Client trust through video
  • Scripting financial explanations
  • Social media distribution tips
  • Real-world success examples

Whether you're new to content creation or refining your current strategy, this CPE course will equip you with tools to speak confidently and connect effectively on camera.

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
DE LPA 1 Communications and Marketing
ACCA 1 All
CA - ICAEW 1 All
IA LPA 1 Communications and Marketing
ME LPA 1 Communications and Marketing
CA - Scotland 1 All
CA - Ireland 1 All
CPA - Ireland 1 All

Sessions

Aug 7th, 2025

Speakers:
Speaker Name
Apoorv Dwivedi


CMO, Fixyr Marketing

  • 4.7
  • rating
  • rating
  • rating
  • rating
  • rating
Speaker Name
Priyanka Sharma

VP Of Marketing
MYCPE ONE

Speaker Name
Tracy Kapteyn

Chief Growth Officer
Duffy Kruspodin, LLP

Video is rapidly changing the way CPAs connect with clients. In this engaging CPE course, learn how to create compelling short-form videos that explain complex financial topics and showcase your firm’s unique personality. Whether you’re answering tax questions or introducing new services, video can help you humanize your brand, simplify your message, and strengthen client relationships. But what makes a video truly effective and how can you produce one without a full studio setup?

You’ll walk through a hands-on process to plan, script, and shoot videos that elevate your firm’s presence. Learn how to communicate clearly, build trust by “putting a face to the firm,” and highlight your expertise in ways that resonate with viewers using simple tools (no expensive studio needed!). You’ll also explore proven tactics for sharing video content on social media, increasing engagement, and driving consultations. Real-world examples from successful CPA firms bring each tactic to life and show what’s possible when you commit to video.

Major Topics:

  • Short-form video strategy
  • Client trust through video
  • Scripting financial explanations
  • Social media distribution tips
  • Real-world success examples

Whether you're new to content creation or refining your current strategy, this CPE course will equip you with tools to speak confidently and connect effectively on camera.

Learning Objectives

  • Discuss a step-by-step process for scripting effective accounting videos.
  • Explain how video builds trust and firm credibility with clients.
  • Explore ways to use video for client updates and account reviews.
  • Identify social media practices that increase consultation opportunities.
  • Analyze firm case studies using video to grow client lists.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Apoorv Dwivedi
Apoorv Dwivedi


CMO, Fixyr Marketing

Aug 7th, 2025

View More
Priyanka Sharma
Priyanka Sharma

VP Of Marketing
MYCPE ONE

Aug 7th, 2025

View More
Tracy Kapteyn
Tracy Kapteyn

Chief Growth Officer
Duffy Kruspodin, LLP

Aug 7th, 2025

View More

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