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

In the digital age, where virtual interactions dominate the professional landscape, making a strong first impression within seconds is both crucial and challenging. This course addresses the unique difficulties of projecting professionalism and credibility in a virtual setting. It is no longer just about representing yourself; you are the face of your team and organization, all within the limited scope of a computer screen. This session is tailored to empower you with the necessary skills to enhance your virtual presence. You will learn to identify and avoid the top 10 mistakes that can diminish your professionalism online. The course offers 24 tips to ensure you make an impactful first impression in any virtual environment. Additionally, it provides 15 techniques for hosting successful virtual meetings, ensuring that you are perceived as a competent and credible professional. Finally, you will master a 7-step process for preparing persuasive presentations that inspire action, enabling you to effectively communicate and influence 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
May 8, 2023


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 …