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How Controllers can Improve Client Communication & Email Management

HOW CONTROLLERS CAN IMPROVE CLIENT COMMUNICATION & EMAIL MANAGEMENT

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 25, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendCFO / Controller
Course Description

As a controller, email management is an integral component of timely reporting and communication. Whether you oversee your own business’s accounting department or you're a controller for a list of clients, collaborating on email with your team can be clunky, confusing, and overwhelming.

Sharing email passwords, missing messages, and late replies slow your team down, create frustration, and hurt your bottom line.

This session will introduce you to the best practices of an efficient email communication process for your entire team. We’ll provide you with a step-by-step email management checklist you can begin implementing right away. Finally, we’ll show you how software like Outpost can help.

Learning Objectives:


  • Recognize email management as a growth opportunity

  • Determine how to avoid inefficient communication processes and bottlenecks

  • Identify examples of good team collaboration with email

  • Assemble an email management checklist

  • Identify tools and tips to boost team productivity

 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Liveplan

Peter Thorsson leads Business Development work for Palo Alto Software, maker of LivePlan, where he crafts strategic partnerships that help entrepreneurs succeed. Peter has also started and sold a successful business with revenues over $1 million, directed Strategic Partnerships for Nickelodeon and Comedy Central, organized local Startup Weekend events, and judged business competitions for Rice, Princeton, Notre Dame, and others. As a volunteer, Peter is the President of the Board of Directors for Committed Partners for Youth in Lane County, formerly Big Brothers Big Sisters of America. He has also mentored individual local youth and local small businesses.

Linkedin
Liveplan

Jonathan has spent the last nine years developing and implementing digital marketing strategies. During that time, he has discovered that empathy and authenticity are strengths by which companies can effectively connect with individuals at every point along the inbound marketing funnel.

About Our Presenter

Liveplan
Since its creation in 1988, Palo Alto Software has grown to a respected provider of small business tools worldwide with the single goal of helping other small businesses grow and become successful. We now offer several software products and an extensive library of free expert content to help small businesses succeed. We understand small business because we are a small business. We know what it's like to start from zero, with no outside investment, and build a company from one employee to nearly fifty. Our products are tooled for small businesses because we understand the challenges of startups, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.