MYCPE ONE

Year-End Marketing Review: What Worked, What Didn't, and Planning for 2027

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Conference Overview

Systematic review of marketing performance provides essential insights for improving strategies, reallocating resources, and setting realistic goals for the coming year. This webinar guides CPA and accounting firms through a comprehensive year-end marketing assessment process, examining what delivered results, what fell short, and why. Learn how to conduct an honest evaluation of your marketing efforts, extract valuable lessons from both successes and disappointments, and develop a practical marketing plan for 2027 that builds on this learning.

Major Topics:

  • Conducting a comprehensive marketing audit: reviewing all activities and investments from the past year
  • Analyzing website performance: traffic, engagement, conversions, and trends
  • Assessing content effectiveness: which blog posts, resources, and campaigns resonated
  • Email marketing review: engagement patterns and campaign performance
  • Social media evaluation: what worked on different platforms and what didn't
  • Lead generation analysis: volume, quality, and source attribution
  • Client acquisition review: which marketing sources contributed to new clients
  • Return on investment assessment: connecting costs to outcomes across different activities
  • Identifying patterns: what common threads connect your successes
  • Learning from failures: extracting value from disappointing results
  • Competitive landscape changes: how your market evolved over the year
  • Resource allocation review: whether time and budget were appropriately distributed
  • Setting realistic 2027 goals: based on past performance and future capacity
  • Building your 2027 marketing plan: priorities, tactics, and implementation timeline
  • Creating accountability systems: ensuring follow-through on your plan

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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

Dec 2nd, 2026

Speakers:
Speaker Name
Apoorv Dwivedi


CMO, Fixyr Marketing

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Speaker Name
Priyanka Sharma

VP Of Marketing
MYCPE ONE

Systematic review of marketing performance provides essential insights for improving strategies, reallocating resources, and setting realistic goals for the coming year. This webinar guides CPA and accounting firms through a comprehensive year-end marketing assessment process, examining what delivered results, what fell short, and why. Learn how to conduct an honest evaluation of your marketing efforts, extract valuable lessons from both successes and disappointments, and develop a practical marketing plan for 2027 that builds on this learning.

Major Topics:

  • Conducting a comprehensive marketing audit: reviewing all activities and investments from the past year
  • Analyzing website performance: traffic, engagement, conversions, and trends
  • Assessing content effectiveness: which blog posts, resources, and campaigns resonated
  • Email marketing review: engagement patterns and campaign performance
  • Social media evaluation: what worked on different platforms and what didn't
  • Lead generation analysis: volume, quality, and source attribution
  • Client acquisition review: which marketing sources contributed to new clients
  • Return on investment assessment: connecting costs to outcomes across different activities
  • Identifying patterns: what common threads connect your successes
  • Learning from failures: extracting value from disappointing results
  • Competitive landscape changes: how your market evolved over the year
  • Resource allocation review: whether time and budget were appropriately distributed
  • Setting realistic 2027 goals: based on past performance and future capacity
  • Building your 2027 marketing plan: priorities, tactics, and implementation timeline
  • Creating accountability systems: ensuring follow-through on your plan

Learning Objectives

  • Learn From Experience: Extract maximum value from your marketing activities.
  • Data-Driven Planning: Base future decisions on actual results rather than assumptions.
  • Resource Optimization: Allocate time and budget more effectively based on performance.
  • Realistic Goal Setting: Establish achievable objectives grounded in past results.
  • Identify Patterns: Recognize what consistently works for your specific firm.
  • Course Correction: Stop ineffective activities and redirect those resources.
  • Strategic Clarity: Enter 2027 with clear priorities and implementation plans.
  • Accountability Framework: Create systems for following through on your marketing intentions.

Qualifies For

License details Credits Status
Communication for Chartered Professional Accountant in Canada 1 CPD Eligible
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Accountant - ICAEW 1 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Other Details

Subject Area

Communications and Marketing

Course Level

Intermediate

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Apoorv Dwivedi
Apoorv Dwivedi


CMO, Fixyr Marketing

Dec 2nd, 2026

View More
Priyanka Sharma
Priyanka Sharma

VP Of Marketing
MYCPE ONE

Dec 2nd, 2026

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



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