If you're meaning logistically, we use zoom's breakout rooms during session 4, 5 and 6; I assign guest expert(s) to a room with a group of participants and then the participants can share their screen in that breakout room.
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Warm Regards,
Nikita J. Allen, PMP, A-CSM
GROWMETIX ~ Grow Your Business . . . the Smart Way!
Phone: 704.719.2202 Web:
www.growmetix.com------------------------------
Original Message:
Sent: 06-03-2021 05:21 PM
From: Lyndsay Whitehurst
Subject: Sharing financials in Module 4....Best Practices
Thanks for the post and this question! For our instructors who have delivered this module already (will tag a handful below!) any best practices or tips that you can share?
Have also received some questions around being able to share all three statements side by side with the guest experts. All ideas and tips (and more questions!) welcomed!
@Cynthia Franklin @Nikita Allen @Arquella Hargrove @Jean Kristensen @Liz Feldman
@Ralph Little @Danielle Ezell @Wendy Sahatjian @Orlando Espinosa @Rick Miller
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Lyndsay Whitehurst
Interise
Boston MA
Original Message:
Sent: 06-01-2021 04:55 PM
From: Ken Sevick
Subject: Sharing financials in Module 4....Best Practices
What are you finding to be "best practices" for sharing financials via Zoom between participants and CPA's?
Thanks,
Ken
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Ken Sevick
ActionCOACH Business Coaching of Western PA
Monongahela PA
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