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

4.5 (173)

Jill Schiefelbein

The Dynamic Communicator

Wednesday, April 29, 2020 | 12:00 PM EDT

  • CPA Canada
  • CPA

1 Credit


Subject Area

Business Management and Organization

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


    [no_of_record] => 173
    [average] => 4.4855




Very useful information shared by Jill and science behind how it works. She explained it very well in a short time.


Valuable information shared by Jill. Very new to this information but she explained it in a very simplified and easy manner.


I loved this course! Great information and Presentation by Jill! The Webinar covered much-needed materials to enhance content and the mechanics of presentations


Got a clear understanding of growing business and serving clients using virtual meetings and the various ways to communicate with clients in an easy way.


Excellent presentation on how to utilize technology impactfully. A clear understanding of tips to communicate with clients using virtual meetings.