Virtual events are the key to maintaining professional connection and providing excellent client service.

Events play a critical role in how CPA firms connect with their clients, prospects, and referral sources. In this new age of “virtual work,” firms will need to add webinars to their portfolio of marketing events. While both virtual and in-person events share many of the same objectives and processes, webinars require additional effort to provide participants with the same perceived value and “personal connection” that in-person events provide.

The Webinar Toolkit delivers best practices for the creation and execution of webinars. The kit includes many resources, including a video with step-by-step guidance. Engaging Your Audience Through Virtual Events – Best Practices for Creating, Marketing and Executing Webinars teaches firms how to

  • Segment and identify target audiences
  • Create engaging content and discussion
  • Identify speakers who are skilled in virtual presentations
  • Select the technology platform that meets the specific needs of your webinar
  • Get moving in the right direction with valuable resources and on-demand training.

You’ll also have access to the following resources 

  • Webinar Checklist: Track the process of webinar planning, including your marketing goals, to-dos, owners, and due dates.
  • Webinar Script: This template provides “day-of-webinar” flow, including software tests, content management, “housekeeping” items, speaker introductions, Q&A, and participant survey.
  • Webinar Scorecard: Measure the ROI for a webinar by tracking goals established in Webinar Checklist
  • Marketing Communications Templates: Marketing communications for pre-event and post-event outreach to target audience and participants.
  • Registration Template: The all-in-one how-to for setting up registration on the Zoom platform


The kit is $249 and includes all the resources above.

The business environment will likely continue to present more unexpected shifts in the way we interact with clients and the marketplace. The temptation may be to hold out until things return to normal. But firms looking to the future must embrace methods of connection that defy disruption. Our hope is that this toolkit will help you take another step toward resilience and best-in-class communication.