As a controller, email management is an integral component of timely reporting and communication. Whether you oversee your own business’s accounting department or you're a controller for a list of clients, collaborating on email with your team can be clunky, confusing, and overwhelming.
Sharing email passwords, missing messages, and late replies slow your team down, create frustration, and hurt your bottom line.
This session will introduce you to the best practices of an efficient email communication process for your entire team. We’ll provide you with a step-by-step email management checklist you can begin implementing right away. Finally, we’ll show you how software like Outpost can help.
Learning Objectives:
LivePlan for Strategic Advisors
Director of Sales
peter@paloalto.com
(646) 642-5299
Peter Thorsson leads Business Development work for Palo Alto Software, maker of LivePlan, where he crafts strategic partnerships that help entrepreneurs succeed. Peter has also started and sold a successful business with revenues over $1 million, directed Strategic Partnerships for Nickelodeon and Comedy Central, organized local Startup Weekend events, and judged business competitions for Rice, Princeton, Notre Dame, and others. As a volunteer, Peter is the President of the Board of Directors for Committed Partners for Youth in Lane County, formerly Big Brothers Big Sisters of America. He has also mentored individual local youth and local small businesses.
LivePlan for Strategic Advisors
Outpost Marketing Manager
jonathan@paloalto.com
Jonathan has spent the last nine years developing and implementing digital marketing strategies. During that time, he has discovered that empathy and authenticity are strengths by which companies can effectively connect with individuals at every point along the inbound marketing funnel.