Seminars: Let’s Get the Word Out

Seminars are a great way for accounting firms to introduce a new service, educate on a current service or inform clients on an issue that may be very pertinent to their financial situation. However, often times the message misses its mark due to an unsure approach to the audience and lack of follow-up. The following are a few ways to update your checklist for ensuring greater success with your own seminar.

Make sure your audience is appropriate for the topic. Not everyone on your client list is meant for every subject or service your firm hosts seminars on. Take the time to know exactly whom you are inviting. In fact, it’s a great idea to go through your invitation list and write short personal notes on each invitation. While this may seem time consuming, clients respond more to the personal feel and sense of urgency that YOU think they should be in attendance.

Follow up with a phone call. Sometimes clients mean to attend your seminar and forget to write it down or figure they have more time until the actual event than they do. A quick phone call a few days before the event to remind them will help ensure your attendance level will be higher.

Have your presenter present to you first. While you may be educated on the subject your presenter is speaking on, obviously your clients are not. Make sure your presenter has a style that will be inclined to exciting them rather than inadvertently putting them to sleep.

Have everyone sign in when they arrive. This way you can check who actually showed versus those who said they’d come and didn’t attend. Send a thank you letter to those who attended and make a phone call to those who didn’t. This is your opportunity to find out if they’d like to schedule a personal meeting later to discuss what they missed.

Always evaluate the success of your event against your expectations. Make sure you covered all your bases and if not, be prepared to make adjustments for your next event.

You may like these other stories...

Remember the old joke about the devil showing a guy around Hell? There were great parties, swimming pools, and sumptuous food. The guy liked what he saw, lived a bad life and went to Hell when he died. Upon arrival the devil...
Due to fierce competition in the accounting industry, some CPAs may feel pressure to compete for business using pricing alone. However, this is a losing battle in the long run: Competing on price will lead to the need for...
If the thought of blogging makes you as nervous as an executive facing an IRS audit, stop worrying. You can overcome your challenges with these tips.1. Blogging is good for business. You'll benefit as your blog displays...

Already a member? log in here.

Upcoming CPE Webinars

Aug 26
This webcast will include discussions of recently issued, commonly-applicable Accounting Standards Updates for non-public, non-governmental entities.
Aug 28
Excel spreadsheets are often akin to the American Wild West, where users can input anything they want into any worksheet cell. Excel's Data Validation feature allows you to restrict user inputs to selected choices, but there are many nuances to the feature that often trip users up.
Sep 9
In this session we'll discuss the types of technologies and their uses in a small accounting firm office.
Sep 11
This webcast will include discussions of commonly-applicable Clarified Auditing Standards for audits of non-public, non-governmental entities.