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Virtual Meetings: Serve Your Clients, Grow Your Business, And Present Well

  • ACCT/BK
  • CPA (CA)
  • CPA (US)
  • CFIRS
  • CWS

Published: April, 2020

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Why Virtual Meetings
    2 mins
  • Mismatched identities
    19 mins
  • Reduce Uncertainty
    23 mins
  • Presentation Prepare to take the stage
    31 mins
  • Role of visuals Changes
    32 mins
  • Necessary Technologies
    44 mins
  • Your First Impression
    49 mins

Course Description

The ongoing spread of the new COVID19 has become one of the biggest threats to the global economy and financial markets. Companies understand that communication is always essential when it comes to a business environment hence, they are replacing travel (to affected areas) and in-person meetings with video conferencing and teleworking options. Companies are exploring options like `BYOM’ or Bring Your Own Meeting to continue businesses without disruptions. 

Virtual meetings have unique capabilities that face-to-face meetings don't have. While you can't replicate the in-person experience, there is a lot you can to do accomplish just as much, if not more, in a virtual environment. 

In this course, you'll work with digital communication expert Jill Schiefelbein who will help you unlock the potential in virtual meetings for your business. 

Highlights of the webinar : 

  • Serving your clients with virtual meetings
  • How to utilize technology impact-fully
  • Virtual meetings as a way to grow and market your business
  • Various Strategies & tips to communicate and connect with clients via virtual meetings.

Learning Objectives

  • To identify various ideas for
  • To identify the differences between presenting in person and presenting in a virtual environment.
  • To recall the effective usage of technology for virtual meetings
  • To recognize various techniques of using virtual meetings to grow your business.

Who Should Attend?

  • Accounting Firm
  • Accounting Practice Owners
  • Accounts Director
  • Business Owner
  • CFO/Controller
  • Cloud Accountants
  • Cloud Firms
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Legal Professionals
  • Outsourced CFO
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper (ACCT./BK)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Jill Schiefelbein

Owner, The Dynamic Communicator

University faculty-turned-entrepreneur, Jill is an award-winning business owner, author, and recovering academic. She taught business communication at Arizona State University for 11 years, analyzed terrorist documents to provide counter-terrorism messaging strategies to the military, and was a pioneer in the online education space, creating an office serving 60,000 students and—with no staff or operational budget—added $1M in revenue in its first year.

Now, Jill focuses on providing custom communication training and strategies for her clients—through workshops, keynote speaking, consulting, and virtual training. She’s helped clients all over the spectrum learn dynamic communication skills: from Boomers, to Millennials, to Generation Z—from Fortune 500 companies, non-profit organizations, and even some reluctant professional athletes.

She's a VIP contributor to Entrepreneur, and a livestream video personality. She has a syndicated YouTube channel that teaches communication skills and reaches thousands each week. Her latest book, Dynamic Communication: 27 Strategies to Grow, Lead, and Manage Your Business, is in bookstores around the country.

About Company

The Dynamic Communicator

www.thedynamiccommunicator.com

Providing dynamic communication solutions to drive productivity, process, and profit. Custom training and workshops designed to solve your unique and complex problems. Driving results through effective communication strategies and applications.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

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