Content Provider
Snapdesk logo favicon

Sponsored by
Quickbooks logo preferred rgb
Self-Study CPE
View Details/Register
View Details/Register
Free cpe webinars
Moving from One-Way Communication to Customer Conversation


Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Conversation tools like SMS text messaging are changing the way businesses maintain meaningful, personalized, customer relationships. SMS text message technology is 25 years old, but you’ll learn how businesses are now using this tool in new ways to change their approach to marketing, sales, and service.  Customers demand positive experiences now more than ever. In 2020 customers will set the terms of the conversations they have with businesses.
Course Objectives:

  • Discover where conversational messaging tech is going and learn where it was.

  • Learn how you and your clients can benefit from more engaging and personalized customer conversations. Because business feels less like business when you’re on a first-name basis.

  • Understand exactly how business text messaging tools like SnapDesk enable positive customer experiences through personalized, human conversations.


Kyle Kuczynski

Director of Marketing

Snapdesk logo favicon

Kyle directs SnapDesk's inbound digital marketing strategy. He's a content evangelist dedicated to writing customer-focused content, developing personalized marketing campaigns and fostering positive engagement through all digital communications channels.

Linkedin Twitter

Richard Roppa-Roberts is the Founder and Intellectual Handyman behind Quasar Cowboy, where he helps ProAdvisor bookkeeping firms as well as clients with strategy, tech, workflow, engagement process, sales, marketing, and long-term planning. In addition to Quasar Cowboy, Richard is a co-host of the long-running QBO Show since 2018 (along with show co-founders Stacy Kildal and Woody Adams). Richard also facilitates the "Not the Only One" Roundtable community of bookkeeping professionals.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides

NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Quickbooks logo preferred rgb
Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.