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Self-Study CPE
DEI, FIRM GROWTH & THE ACCOUNTING MOVE PROJECT
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MASTERING TAX REPRESENTATION: INSIGHTS AND OPPORTUNITIES FROM INDUSTRY EXPERTS
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MASTERING TAX REPRESENTATION: THE CHANGING LANDSCAPE
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DIGITAL MARKETING IN TAX & ACCOUNTING: INSIGHTS BY CHRISTIAN JONES
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Firmgrowth tsheets

UNDERSTANDING THE CUSTOMER JOURNEY FOR FIRM GROWTH

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Communications & Marketing
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

When a customer sets out on their journey for your product or service, they’re travelling on a path you created. From awareness to exploration, all the way through purchase, consumption, and “buy again,” you lead the experience. Are you making their journey simple and enjoyable, or are are you creating forks in the road, uphill climbs, or even roadblocks? In this session we will dive into building out the journey and ensuring that at each step you are set up for success.

Course Objectives:


  • Understand the different areas of awareness

  • Determine how to build out a map for bringing the right clients

  • Discuss options for growth and retention

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Kacee Johnson

Blue Ocean Principles
Strategic Advisor at CPA.com and Founder of Blue Ocean Principles
kjohnson@blueoceanprinciples.com
6196024821

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With 10 years of hyper-focused experience in accounting technology, Kacee Johnson has forged the way for numerous cloud providers in global market penetration. She is a strategic consultant and speaker on topics including business development, marketing, sales and cloud solutions at Accounting, Business, Legal and Technology conferences globally.

As the Founder of Blue Ocean Principles, a company that assists vendors in strategic market penetration to the accounting profession, Kacee works with both enterprise and start-up tech companies to help them better understand the accounting space, create pragmatic strategies for growth initiatives, and foster community engagement.

In 2018 Kacee joined the CPA.com team (an AICPA corporation) as Strategic Advisor to the Executive team where she works collaboratively with the vendor and thought-leader community. She also helps to develop thought leadership content for mass distribution, and organizes key high-level events for C-suite leaders. 

Kacee has been awarded the CPA Practice Advisor Magazines Top 40 Under 40 award since 2012 with designation under the Top 20 Under 40 Superstar Professionals in 2016 and 2017. She has been a member of the distinguished Top 25 Thought Leaders Symposium group since 2017, and is listed among the Most Powerful Women in Accounting. 

Kacee is a member of the Information Technology Alliance (ITA) and the American Marketing Association (AMA). She lives in sunny Southern California with her husband and daughter, where she is active in cleaning up the beaches, mentoring young professionals, and advocating for women in business and technology leadership roles.

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Misty Megia (@MistyMegia), CEO of Misty Megia LLC, is a business strategist extraordinaire with over 20 years' experience in market strategy, project management, public speaking, corporate branding, channel marketing, and building some of the worlds largest membership programs. Misty has driven success for multiple companies helping them become multi-million dollar entities. She has implemented her techniques across various industries from hardware manufacturing, software developers, green energy, education, and the accounting profession, to name a few. Most recently, she was the Global Head of Education and Program Strategy at Intuit.

Misty’s powerful methods in helping businesses create new revenue streams, develop their brand, streamline operations, and bring a fresh eye to a company have positioned her as a leader in her field. She was recently recognized by Accounting Today as one to Watch on the Most Influential People in Accounting and has been recognized as one of the Most Powerful Women in Accounting.

She trains high achieving leaders in strategy and public speaking techniques using her varied background in corporations and professional theatre. She lives in the San Francisco Bay Area with her incredible husband, Orlando.

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Frequently Asked Questions
  • 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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NASBA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.