Accounts Assistant Event Checklist

Accounts Assistant Event Planning Template

In this article, we look at the initial steps to planning out your upcoming Accounts Assistant 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.

Accounts Assistant In-Person Event Ideas

1. Company meetings
2. Client meetings
3. Team building events
4. Training sessions
5. Conferences
6. Trade shows
7. Product launches
8. Networking events
9. Charity events
10. Awards ceremonies
11. Corporate retreats
12. Sales meetings
13. Board meetings
14. Investor meetings
15. Employee appreciation events.

Accounts Assistant Remote Event Ideas

1. Virtual team meetings to discuss financial updates and account reconciliations.
2. Online training sessions for new employees on accounting software and procedures.
3. Webinars on financial management and budgeting for clients and stakeholders.
4. Virtual conferences for industry professionals to share insights and best practices.
5. Online workshops on tax regulations and compliance for employees and clients.
6. Web-based seminars on financial reporting and analysis for internal staff.
7. Virtual networking events to connect with potential clients and industry partners.
8. Online Q&A sessions to address queries and concerns related to financial matters.
9. Web-based presentations on cost-saving strategies and expense management.
10. Virtual town hall meetings to communicate financial updates and company performance.
11. Online forums for employees to discuss accounting challenges and seek advice.
12. Webinars on fraud prevention and detection for employees and clients.
13. Virtual career fairs to recruit accounting professionals for the organization.
14. Online panel discussions on emerging trends and technologies in accounting.
15.

Event Design

1. Determine the event’s objectives and target audience.
2. Create a design brief outlining the event’s theme, branding, and key messages.
3. Develop a logo and visual identity for the event.
4. Design promotional materials such as posters, flyers, and social media graphics.
5. Create a website or landing page for the event, ensuring it is visually appealing and user-friendly.
6. Design email templates for event invitations and updates.
7. Develop a registration form or ticketing system for attendees.
8. Design event signage, including banners, directional signs, and name tags.
9. Create presentation templates for speakers and sponsors.
10. Design multimedia assets such as slideshows, videos, and animations.
11. Develop interactive elements for virtual events, such as virtual backgrounds or chat features.
12. Design merchandise or promotional items for giveaways or sale.
13. Create event programs or agendas, ensuring they are visually appealing and easy to navigate.
14. Design feedback forms or surveys to gather…(request a template for further details)

Event Promotion

In order to promote an online or in-person event, an Accounts Assistant would need to utilize various marketing channels. Firstly, they could create engaging content and share it on social media platforms such as Facebook, Twitter, and LinkedIn. This content could include event details, highlights, and testimonials from previous attendees. Additionally, they could collaborate with influencers or industry experts to promote the event through their networks. Another effective strategy would be to send personalized email invitations to targeted audiences, including existing clients and potential leads. These emails could include a compelling subject line, a brief description of the event, and a call-to-action to register or RSVP.

Furthermore, the Accounts Assistant could leverage the company’s website by creating a dedicated landing page for the event. This page could provide comprehensive information about the event, including the agenda, speakers, and registration details. They could also optimize the landing page for search engines to increase organic traffic. Additionally, they could consider running paid advertisements on platforms like Google Ads or social media platforms to reach.

Accounts Assistant In-Person Event Run Sheet

1. Arrive at the event venue early to set up registration desk and ensure all necessary materials are in place.
2. Greet attendees and assist with registration process, collecting any outstanding payments or issuing invoices as needed.
3. Coordinate with catering staff to ensure refreshments are available throughout the event, monitoring stock levels and replenishing as necessary.
4. Assist event manager with financial tasks, such as reconciling cash and credit card payments, and preparing a summary of income and expenses.
5. Maintain accurate records of all financial transactions, including receipts and invoices, for future reference and accounting purposes.
6. Provide support to event manager during the event, handling any financial queries or issues that may arise.
7. Assist with post-event tasks, such as reconciling final financial figures, preparing financial reports, and following up on any outstanding payments.
8. Collaborate with the finance team to ensure all event-related financial information is accurately recorded in the company’s accounting system.
9. Participate in debrief…(request a template for further details)

Accounts Assistant Remote Event Run Sheet

1. Set up online event platform and ensure all necessary features are enabled.
2. Coordinate with event speakers and obtain their presentation materials in advance.
3. Create a detailed schedule for the event, including start and end times for each session.
4. Send out event invitations and reminders to registered participants.
5. Monitor registration numbers and update attendee list accordingly.
6. Prepare and distribute event materials, such as handouts or slides, to participants.
7. Conduct a technical run-through to ensure smooth operation of the online platform.
8. Welcome participants and introduce the event agenda at the beginning of the event.
9. Monitor participant engagement and address any technical issues that arise during the event.
10. Keep track of time and ensure each session adheres to the schedule.
11. Facilitate Q&A sessions and manage participant questions or concerns.
12. Collect feedback from participants and compile a report for event evaluation.
13. Follow up with participants after the event, providing any additional information or resources.
14…(request a template for further details)

What Next?

You’ve got your ideas on planning your in-person or online Accounts Assistant 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.