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RISE ABOVE YOUR INBOX TO GET HOURS BACK EACH WEEK

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 14, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

Practical tips & tricks to get out of email hell and into a prioritized workflow - for yourself and your firm. Learn email best practices not only to get through what comes in each day, but to move internal communications out of your Inbox.

Learning Objectives

  • Hear from fellow practitioners on how to process your email backlog each day efficiently

  • Learn processes that keep you focused on getting the work done

  • Discover tools that not only assist in getting out of email hell but reduce the in-flux of email going into your Inbox

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Testimonials
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Jorge, CA

"What seems to be basic knowledge is forgotten amidst the huslte and bustle of replying to clients, reading tax law, and cranking out tax returns. A great seminar with easy to implement tips, and better yet, a plea to shift our mindset and viewpoint on email. Great content, great delivery, great presenter."
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Catherine, AZ

"Great class - already utilized some of the tips by unsubscribing from some emails and setting up Calendly to schedule tax appointments and pickups. Thanks much."
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Siu-Lee, CA

"I enjoyed the webinar - good tips to put into daily practice in managing heavy volume of daily e-mails."
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Michelle, WA

"Great webinar with numerous tips & tricks for managing email that can be implemented immediately."
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Andrew, FL

"Ian did a great job giving useful pointers on email management to create more available time"
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G. Michele, CA

"Great webinar! Very informative and the presenter was spot on!"
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Karen, FL

"Excellent presenter and very generous with his knowledge!"
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Melissa, UT

"great tips I can use starting today!"
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ian Vacin

Karbon
Co-Founder and Chief Customer Officer
ian@karbonhq.com
(510) 517-6267

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Ian is co-founder and Chief Customer Officer of Karbon.  He has almost 20 years experience in the high tech and accounting industry with expertise in the design, development, and marketing of software solutions. Prior to Karbon, Ian was a key leader of Xero in the US (Vice President of Marketing & Product) and spent almost 10 years at Intuit (where he led the QuickBooks ProAdvisor Program and was the Offering Leader of Intuit's Mac Financial Software). He has led marketing, product management, and engineering teams in Fortune 500 companies and early stage startups. Ian received both a Master of Business Administration (Kellogg School of Management) and a Master of Engineering Management from Northwestern University.

About Our Presenter

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We are a team with extensive experience in the industry, committed to improving the way accounting practices work and communicate with their clients.