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This program is designed to help CPAs get started with AI to boost their brand and connect with ideal clients. It simplifies finding the right prospects and understanding their needs to offer tailored services. The program also helps practitioners boost their content creation to educate and attract clients. With generative AI, CPAs can streamline marketing making the process smoother and more effective.
Learning Objectives:
- Describe generative AI tools and their capabilities, including practical applications, limitations, and best practices for creating effective prompts
- Define and refine buyer personas by analyzing key characteristics, pain points, and goals to craft tailored marketing strategies using AI
- Determine how to leverage AI for efficient and effective content creation, personalization, and quality control, ensuring content is engaging, accurate, and aligns with audience needs
- List strategies for using AI to create sales-focused prompts, talking points, and conversation starters, enabling CPAs to foster stronger relationships with prospects and referral sources
- Recognize the ethical considerations, compliance requirements, and firm policies surrounding AI use while maintaining a strong human element in client engagement efforts
Becky Livingston
Association for Accounting Marketing
President and CEO of Penheel Marketing
[email protected]
(201) 785-7840
Becky Livingston is a long-time member of the Association for Accounting Marketing and the founder and CEO of Penheel Marketing, a New Jersey-based firm specializing in social media and digital marketing for CPAs. With over twenty-five years of experience in marketing and communications, Becky has a deep background in technology. Recognized as a Top 25 Accounting Influencer by Ace Cloud Hosting, she frequently engages in public speaking engagements nationwide. Learn more about Becky and her firm at Penheel.com.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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