• hello@takingyourfirmvirtual.com

Speaker Information + Resources

Hey hey! I’m so excited to team up with you to pull off something that’s going to be absolutely incredible.

 The Taking Your Firm Virtual is a 3-day event that will help accountanting and tax professionals confidently and securely take their firm to the cloud.

 On this page, you’ll find all kinds of resources meant to make your life as a speaker as easy as possible and answer any questions you might have. If you run into a question I didn’t answer, email me at hello@takingyourfirmvirtual.com or ask over in our community.

 As a speaker, you’ll also get free access to the All-Access Pass!


Quick Access Links 

  • How it’ll all work
  • What I’ll need from you
  • Affiliate details
  • Resource vault
  • Action steps
  • Important dates
  • — 

    How It’ll All Work

    Let’s do a quick rundown of how the whole thing will work.

    The event will run from August 1-3 with 5 pre-recorded presentations running each day. These presentations will include 30-45 minutes of content (with up to a 5-minute pitch), a worksheet that follows along with or complements the presentation, and a live chat.

    While the presentations themselves are pre-recorded, all speakers are asked to attend their presentation time live to interact with attendees in the chatbox. There is no video component, so attendance in pjs is recommended 😉

    Along with the live presentations, there will be a online community for attendees to hang out in, hold each other accountable, and ask all of us additional questions. If attendees have good questions while your presentation is going on, you’ll be able to go live in the community for a bit of an encore to answer those questions, connect with the attendees, and provide even more value.

    The additional interaction in the community is not required but highly recommended.

    Leading up to the summit, we’ll have two weeks of promotion. You’ll be provided with email swipe copy, social media swipe copy, and social media graphics to make it all easy! I’ll even have a suggested posting/sending schedule for you to make promo easy to outsource to a VA.

    During the promotion phase, as the summit is running, and for a week after the summit is complete, we’ll also be promoting the All-Access Pass. This includes a  pass for the replays, pre-written notes, bonus sessions, and 3 co-working days. This will provide immense value to our attendees, while making the work of promoting and creating a presentation worthwhile by allowing you to bring in affiliate commissions. Yay!

    What I’ll Need From You

    So this all sounds great, but what kind of work does it require of you? Let’s chat about it! My goal is to make this all as easy as humanly possible so we can all have a blast while providing great value and growing our businesses.


    The first thing I’ll need is some very basic information from you so I can finish up our Registration page (coming soon) and Speakers page.

     This information includes things like:

    • Name
    • Title
    • Bio
    • Square headshot

    You should’ve received an email to provide this information already. If not let me know so I can send it to you right away.


    The next thing I’ll need is for you to confirm the assigned presentation slot is ok! Click here(coming soon) to see the list of times that have been scheduled. Please let me know right away if your time slot does not work so I can reschedule your talk before we go live.

     While your presentation will be pre-recorded, you’ll still be required to be in the chat live during your time slot to answer questions and connect with attendees. During this slot, once your presentation has had time to air, you’ll also be able to jump into the community for an encore and to answer any great questions that weren’t answered in your presentation.


    Next up is your presentation! This is a 30-45 minute pre-recorded presentation that is meant to be more friendly and informative. We want our attendees to learn something great, while having fun in the process.

    Please structure your content in a way that allows attendees to walk away feeling like they’ve really learned something, rather than a salesy format where they feel like they’re missing something that they need to buy from you asap.

    With that being said, you have your choice of the following presentation formats:

    If you are scheduled for a panel/interview style presentation, you will receive an email with a proposed recording date. Please confirm your acceptance of this date ASAP. We will work together to come up with questions for your panel.

    No matter what format you choose, you are free to use your presentation however you’d like in the future.

    Your presentation should include great, actionable content. Here’s the suggested format:

    • A quick introduction
    • An overview of your topic
    • Where people go wrong with your topic and tend to overcomplicate it
    • Teaching section
    • Specific action steps (with the goal of simplifying their existing process)
    • Up to a 5-minute pitch
    • Include questions for attendees to answer in the chat box throughout to boost engagement

     Presentations are due by July 19, 2023.  

    Find a PDF download with all this info here.


    Along with each presentation will be a worksheet. There are a few reasons behind this:

    • They encourage people to take action, which increases value
    • It’s an easy way for viewers to take notes
    • We’ll be able to capture the email addresses of people interested in your topic, which you’ll receive after the event is over.

    The content of the worksheet should follow along with your presentation and encourage attendees to take action. You are more than welcome to include links and a call-to-action at the end.

    Here is a template you can use to create your worksheet here.

    Like I said, this process is meant to be as easy as possible so you have a couple options. You can either:

    • Create the worksheet yourself. With this option, you’re free to reuse it in the future however you’d like.
    • Fill out your worksheet contents using this form and send it to me to be put into the summit’s worksheet template.

     If you choose to go with option 1, your worksheet will be due along with your presentation on July 19th. If you choose option 2, your presentation is due on July 12th to give my team time to take care of it.


    The All-Access Pass will be a huge addition to the presentations we’re running. To make it even more valuable, I’ll ask each of you to provide one resource to add. This includes things like:

    • eBooks
    • Workbooks
    • Courses (big or small)
    • 1-month memberships
    • Freebies

    Note: I expect this to convert well so I do not recommend contributing any 1:1 offers.

    It’s totally up to you to decide whether you’d like to create something new or provide something you already have. While this isn’t required, it’s highly encouraged that you participate.

    Information for these resources is due on July 12th. You’ll receive a questionnaire to fill out closer to that time to make passing the information to me nice and simple.


    The power of an online summit comes from a group of experts coming together for a single cause. The joint promotion that happens because of that is a huge benefit to everyone involved.

    Because of that, everyone is encouraged to share on social media and to email their lists during the promotion period, starting on July 17th.

    You’ll want to share using your affiliate link so you can get in on the 50% commission that will come from any All-Access Pass.

    You’ll find swipe copy and graphics in the Resource Vault below.


    And last comes participation during the week of the event. Since we’ll already have done the work of creating the presentations and extra resources, we’ll be able to sit back and relax for the most part!

    All I ask is that you participate in the chat during your presentation slot and interact in the online community throughout the week to help attendees stay excited and engaged.

    While you are not required to attend the events of other speakers, it’s highly encouraged! We’ll be able to get some great discussions going about the topics being presented.


     Affiliate Details

    While summits are great for overall visibility and making new connections, a little extra income never hurts either, right?

    That’s exactly why I’ve set up an affiliate program for the All-Access Pass where you’ll receive a commission from all sales from traffic you refer to the event. Payouts will be made by August 15th.

    The commission structure is as follows:

    • 50% for all speakers

    The pricing structure will be:

    • $129.00 from June 25 – July 16
    • $229.00 from July 17 – July 31
    • $399.00 from August 1 – August 7

    To make it as easy as possible for you to generate extra income, the Resource Vault includes things like email swipe copy, social media copy, and social share graphics. However, you’re more than welcome to write your own copy and even run your own Facebook ads.

    Just remember to use your affiliate link, which will be emailed to you.

    As with all affiliate promotions, be sure to disclose that you’re an affiliate when sharing with your audience.

     Resource Vault

     Now for those resources, I promised to make your life as easy as possible.

     In this folder you’ll find the following resources:

    • To do list with due dates so you can keep track of everything nice and easily
    • Email swipe copy and suggested send dates
    • Social media swipe copy and suggestion posting dates
    • Social media graphics
    • Slide templates
    • Worksheet template

     View the resources here.

     Personalized summit branding information will be provided separately (in case you’d like to show off that you’ve been featured on your website)

     And in case you don’t want to dig through a folder, here are direct links:


     Action Steps

    Phew, that was a lot to cover! You’re awesome for making it this far 🙂

    For the sake of clarity, here are your current action steps:

    • Join the online community
    • Provide your basic information once the link comes through
    • Let me know if you have any questions up to this point!

    Remember to grab your to do list and get things added to your calendar by subscribing here. Because if you’re like me, if it’s not in your calendar it doesn’t exist.


     Important Dates

    Here’s a roundup of our key dates:

    • Basic information: June 30th
    • Worksheet for my team to design (remember, you can choose between this and sending your own worksheet): July 12
    • Presentation and worksheet: July 19
    • All-Access Pass contribution information: July 12
    • Promotion period: July 17 – July 31
    • Summit dates: August 1 – August 3
    • All-Access Pass cart closes: August 7
    • Affiliate payouts: by August 15

    Something I missed? Email me at hello@takingyourfirmvirtual.com or pop into the community!