Maximize Your Professional Presence Virtually

2 Credits: Personal Development


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Maximize Your Professional Presence Virtually

Course Level
CPE Credits

2 Credits: Personal Development

Course Description

You only have 7 seconds to make a first impression.  Maybe less due to the challenges inherent in a virtual setting. Being perceived as a smart professional is easier in an office that is designed and branded to present a professional image. When you are in a virtual environment it is easy to forget that you are not only representing yourself, but your team, and your organization – all from the confines of your home and a small screen. This session will help you build your credibility, be seen as a trusted advisor, and present a persuasive presentation to inspire action from the “small stage” of your computer screen.

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Learning Objectives

Upon completing this course you will be able to:

  • Recall the top 10 mistakes that decrease your professionalism
  • Select from 24 tips to make a great first impression virtually
  • Identify 15 techniques to successfully host a virtual meeting
  • Implement a 7 step process for preparing a persuasive presentation
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Course Specifics

Course ID
Revision Date
July 26, 2021


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Jennifer Elder Headshot

Jennifer Elder, CPA, CMA, CIA, CFF, is the president and founder of The Sustainable CFO. She has a background in accounting and finance that spans more than 25 years. She has a Master of Science in Organizational Management and Leadership. Jennifer is also a faculty member at Antioch University New England in the Green MBA program. Jennifer Elder has worked with organizations around the country ranging in size from 2 to 60 employees, from start-ups with $0 in revenue to mature organizations with $172 million in revenue, in a variety of industries, including real estate, construction and development, manufacturing and …

Jennifer Elder, CPA, CFF, CIA, CMA Read More »