CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

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

You need to register for the webinar to watch the video.

Click Here to Register

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


  • 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