Free CPE Webinar: Marketing Your Firm to Success

Published by Summit Marketing Team on Aug 23, 2021 9:00:00 AM




Marketing Your Firm to Success


This webinar has already occurred
but you can catch the replay to the left.


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Have you ever felt out of your element when it comes to marketing your firm? Are you unsure where to focus your marketing efforts? Marketing doesn’t have to be overwhelming.

Join us Thursday, September 2nd at 1:00 pm EST to hear from Summit CPA Group's Director of Marketing, Kelly Schuknecht, on how to develop a simple marketing plan with practical and actionable steps any accountant can take to market their firm to success.


In this free CPE webinar you will:

  • Explore the basics of accounting firm marketing and how to attract, nurture and serve your leads

  • Discover how to hone your firm branding

  • Learn how to create a simple marketing plan for your firm

Who should attend:

  • Firms who want to take their marketing to the next level

  • Professionals who want to gain a better understanding of how to market a small firm

  • Accountants ready to develop a marketing plan



Webinar Presenters


Kelly Schukecht - Summit CPA Group


Tom Wadelton - Summit CPA Group


Kelly Schuknecht

Director of Marketing

Summit CPA Group

Tom Wadleton, CPA

Virtual CFO/CPE Facilitator

Summit CPA Group




Summit CPA Group I Accountant Community

Participants will earn 1 CPE Credits in the Marketing field of study

Experience providing client services
Program Level:
Advanced Preparation:
Delivery Method:
Group Internet Based



Registration: RSVP to attend The CFO Community online meeting on the date listed above. Details for connecting to the meeting will be provided.

Refunds and Cancellations: There is no cost for this program so no refunds will be offered. For more information or questions, please contact Tom Wadelton at

NASBA Sponsor Identification Number: 144761

Summit CPA Group 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:

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