Event Schedules
Lorem Ipsum is simply dummy text of the printing and typesetting industd it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchablishing software like Aldus PageMaker including versions of Lorem Ipsum.
- 10:30 am
- Nayo Carter-Gray
Opening Ceremonies
A welcome to the Taking Your Firm Virtual Summit from our Host
- 11:00am
- Megan Tarnow
Base Tech: Technology Tools Needed to Run A Virtual Firm
Explore essential technology tools, learn best practices for implementing cloud-based solutions, and gain invaluable insights to optimize your virtual practice, enhance efficiency, collaboration, and client engagement.
- 12:00 pm
- Nayo Carter-Gray
Protect Your PC - Avoiding the Hackers
It's important to secure your PC. Learn about common hacking techniques, and discover effective measures to prevent and respond to cyberattacks, ensuring the integrity and confidentiality of your firm's data.
- 1:00 pm
- Kelly Gonsalves
App Stacking: How to Choose the Right App
Gain valuable insights and practical knowledge on selecting the ideal applications to enhance your accounting and tax practice. Explore various app stacking strategies, learn how to evaluate app compatibility and integration, and discover the best practices for streamlining your workflows and maximizing efficiency in your firm.
- 3:00 pm
- Alex Miles
Being Social on Social Media
Discover how to leverage social media to build your professional brand, cultivate relationships, and drive business growth. Gain practical insights on content creation, community management, and best practices for maximizing your impact on social media.
- 4:00 pm
- Shanita Jones
Crafting a Marketing Plan
Gain the knowledge and skills to develop a comprehensive and effective marketing strategy tailored to your business goals. Learn how to identify your target audience, conduct market research, and create a compelling value proposition.
- 5:00 pm
- Jason Staats
Finding Your Dream Client Using AI
Explore the power of AI technology and how it can be leveraged to identify and attract your ideal clients. Discover advanced techniques and strategies for utilizing AI tools to streamline your client acquisition process, increase your conversion rates, and build a clientele that aligns with your business goals. Unlock the potential of AI to find and connect with your dream clients in a more efficient and targeted manner.
- 11:00 am
- Shonette Sullivan
Pricing the Proposal
Learn the art and science of effectively pricing your proposals to maximize profitability and win more clients. Gain practical knowledge on pricing strategies, value-based pricing techniques, and negotiation tactics to ensure your proposals align with your business goals.
- 12:00 pm
- Kellie Parks, CPB
Onboarding with Confidence
Create a seamless and impactful onboarding process that sets the stage for long-term client relationships. Learn how to effectively communicate with clients, gather requirements, and establish clear expectations from the start.
- 1:00 pm
- Zunie Nguyen, Kevin Smoot, Megan Justice, Dan Luthi
Progressing Thru the Project (a look at project management systems)
Effectively learn how to manage projects from initiation to completion. Gain insights into various project management systems, learn how to select the right system for your needs, and discover best practices for maximizing productivity, collaboration, and project success.
- 3:00 pm
- Terrell Turner
Managing Client Expectations thru Automation
Discover how to leverage automation tools and techniques to effectively set and manage client expectations throughout your business engagements. Explore strategies to automate client communication, deliverables, and project updates, ensuring transparency, efficiency, and client satisfaction.
- 4:00 pm
- Miguel Centeno
Maintaining Client Connection With AI
Artificial intelligence (AI) can be utilized to strengthen and maintain meaningful connections with your clients. Explore AI-powered communication tools, chatbots, and personalized marketing automation to enhance client engagement, satisfaction, and loyalty.
- 5:00pm
- Ashley Francis
Prompting - How to Get the Best Output From AI
Do you know how to effectively prompt and interact with artificial intelligence (AI) systems to achieve optimal results? Learn how to craft precise and contextually relevant prompts that yield accurate and valuable AI-generated outputs.
- 11:00 am
- Hennither Gant
Creating an Attractive Virtual Job Offer
Learn how to craft compelling and appealing virtual job offers that attract top talent in today's digital world. Explore strategies to effectively communicate job opportunities, showcase your company culture, and highlight the benefits of virtual work arrangements.
- 12:00 pm
- Amber Smoot
The Formal Interview - How to Manage and Run the Virtual Interview Process
Effectively conduct virtual interviews and successfully navigate the remote hiring process. Learn how to manage logistics, create a structured interview framework, and leverage technology to assess candidates' qualifications, skills, and fit for your organization.
- 1:00 pm
- Jose Zavala
Letting go - How to Delegate Effectively
Learn the essential skills and strategies to delegate tasks and responsibilities with confidence and efficiency. Discover the benefits of delegation, understand how to assess tasks for delegation, and learn how to select and empower the right individuals for each task.
- 3:00 pm
- Sherrell T. Martin
Disengaging with Grace
Learn valuable strategies and techniques to gracefully disengage from professional relationships and projects. Explore effective communication methods, conflict resolution techniques, and strategies for managing transitions to ensure a respectful and smooth disengagement process.
- 4:00 pm
- Chad Davis
Build-A-Bot
Design, develop, and deploy your own customized chatbot to automate conversations and enhance customer interactions. Explore the fundamentals of chatbot development, including natural language processing, conversation flow design, and integration with messaging platforms.