Accounting Practice Manager Event Checklist

Find ideas for your in-person or online Accounting Practice Manager event and then start designing, planning and promoting your event.

Need help planning your Accounting Practice Manager event? Request a checklist and our team will get it created for you.

Accounting Practice Manager Event Planning Template

In this article, we look at the initial steps to planning out your upcoming Accounting Practice Manager live or virtual event. We’ve put together event ideas, some event design help, strategies for promoting your event and handy run sheets for your event. Need a checklist? Request a checklist template and our team will get a starter checklist created for you.

Accounting Practice Manager In-Person Event Ideas

would need to plan events such as team building activities, client appreciation events, networking events, continuing education seminars, company retreats, holiday parties, employee recognition ceremonies, charity fundraisers, and industry conferences.

Accounting Practice Manager Remote Event Ideas

1. Webinars on accounting best practices and updates in tax laws.
2. Virtual conferences for accounting professionals to network and learn.
3. Online workshops on financial statement analysis and budgeting.
4. Virtual training sessions on accounting software and tools.
5. Web-based seminars on fraud prevention and internal controls.
6. Online panel discussions on industry-specific accounting challenges.
7. Virtual career fairs for accounting job seekers and employers.
8. Web-based Q&A sessions with accounting experts.
9. Online forums for accountants to share knowledge and seek advice.
10. Virtual team-building activities for accounting teams.
11. Webinars on tax planning strategies for individuals and businesses.
12. Online courses on advanced accounting topics like forensic accounting.
13. Virtual roundtable discussions on emerging trends in accounting.
14. Web-based workshops on financial reporting standards and compliance.
15. Online networking events for accounting professionals in specific regions.
16. Virtual seminars on cost accounting and cost management techniques.
17. Webinars on international accounting.

Event Design

1. Determine the event objectives and target audience.
2. Create a budget for the event, including expenses for designing assets.
3. Research and select a suitable venue for the event.
4. Develop a theme or concept for the event.
5. Design event invitations, including graphics and copywriting.
6. Create a visually appealing event website or landing page.
7. Design promotional materials such as banners, posters, and flyers.
8. Develop a social media strategy to promote the event.
9. Design event signage and wayfinding materials.
10. Create name badges or attendee badges for the event.
11. Design presentation slides or visuals for speakers.
12. Develop interactive materials or activities for attendees.
13. Design event programs or agendas.
14. Create branded merchandise or giveaways for the event.
15. Design registration forms or online ticketing systems.
16. Develop a seating plan or floor layout for the event.
17. Design event-related email templates for communication.
18. Create event-related videos or…(request a template for further details)

Event Promotion

As an Accounting Practice Manager, the promotion strategy for running an online or in-person event would involve several key steps. Firstly, it would be important to identify the target audience for the event, whether it is accounting professionals, small business owners, or individuals interested in financial management. This would help in tailoring the promotional messages and selecting the appropriate channels to reach the target audience effectively.

Secondly, the promotion strategy would involve creating compelling content and materials to generate interest and attract attendees. This could include designing visually appealing event flyers, creating engaging social media posts, and developing informative blog articles or videos. Additionally, utilizing email marketing campaigns and reaching out to industry influencers or relevant organizations could help in spreading the word about the event. Overall, a well-rounded promotion strategy would involve a mix of online and offline tactics to maximize the reach and impact of the event.

Accounting Practice Manager In-Person Event Run Sheet

1. Arrive at the event venue early to ensure all necessary equipment and materials are set up and ready for the event.
2. Greet attendees and provide them with name tags and event programs.
3. Introduce speakers and manage the schedule to ensure sessions start and end on time.
4. Coordinate with catering staff to ensure refreshments are served at appropriate times.
5. Monitor audiovisual equipment and troubleshoot any technical issues that may arise.
6. Collect feedback forms from attendees and ensure they are completed accurately.
7. Assist with any last-minute changes or requests from speakers or attendees.
8. Manage the event budget and keep track of expenses throughout the day.
9. Coordinate with event staff to ensure a smooth transition between sessions and activities.
10. Thank attendees for their participation and provide any necessary follow-up information or materials…(request a template for further details)

Accounting Practice Manager Remote Event Run Sheet

1. Set up virtual event platform and test all features to ensure smooth operation.
2. Coordinate with speakers and confirm their availability and technical requirements.
3. Create and distribute event agenda to participants, including session timings and topics.
4. Prepare and share event registration link to attract attendees.
5. Monitor registration numbers and send reminders to registered participants.
6. Arrange for technical support team to be available during the event for any troubleshooting.
7. Conduct a final run-through of the event with speakers to ensure seamless transitions.
8. Start the event on time and welcome participants, providing an overview of the day’s activities.
9. Introduce speakers and moderate Q&A sessions, ensuring all questions are addressed.
10. Monitor chat or messaging platforms for participant engagement and respond promptly.
11. Keep track of time and ensure sessions run according to the agenda.
12. Provide closing remarks and thank participants and speakers for their attendance.
13. Share post-event survey to gather feedback and improve future events.
14. Follow…(request a template for further details)

What Next?

You’ve got your ideas on planning your in-person or online Accounting Practice Manager event, what next? We’ve put together a Resource Area with tools to help you run your event and you can also Request A Checklist to help speed up your event planning process. We’re here to help.