IFB Workshops

Meeting Magic: Understanding the technology behind a great virtual client meeting/event


A 4-part series to help you host winning virtual client meetings and events

Presented by: Matthew Gray, CEO and Founder, Mind Surface

We have now seen the opportunities that virtual meetings and client events can bring to your business, but there’s a lot more to them than just sending out a link and dressing up your upper half.

By popular demand, Matthew Gray, CEO and Founder of Mind Surface, returns for another 4-part Workshop Series. He will share the ins and out of running effective virtual meetings and engaging client events. Whether you are hosting one-on-ones, team meetings, or dozens of clients, this intermediate-level workshop will give you the skills to take it to the next level.

With this series you will understand the functions of virtual meeting platforms, learn how to curate quality events, be able to facilitate a professional environment with branded and pre-recorded content, and know how to follow up effectively.


Attend all 4 sessions and earn:

4 hours of accredited CE – FP Canada and RIBO pending

Workshop #1: Master Meeting Platforms – Setup and run a seamless client meeting on any platform

Life (ON, BC, SK) 1.0  |  RIBO (Personal Skills) 1.0 |  FP Canada # 9652 (Practice Management) 1.0 | AAC #58404 (Life and General)  1.0 |  MB  #37379 (Life and/or A&S)  1.0

Tuesday, Aug 10, 2021 – 12 p.m. – 1 p.m. Eastern time

  • Technical Requirements overview
  • Minimizing technical difficulties
  • How to use features and functions of common platforms
  • Google Meet: File collaboration, Event creation/scheduling, Background features, Calendar files, Rooms, Recording
  • Microsoft Teams: Files, Whiteboard, Meeting Notes, Session Recording
  • Zoom: Invites, Breakout rooms, Recording, Polls, Chat, Scheduling

Workshop #2: All About Broadcasting – Create a professional client event/meeting with branding and pre-recorded media

Life (ON, BC, SK) 1.0  |  RIBO (Personal Skills) 1.0 |  FP Canada # 9652 (Practice Management) 1.0 | AAC #58405 (Life and General)  1.0 |  MB #37380 (Life and/or A&S)  1.0

Tuesday, Aug 17, 2021 – 12 p.m. – 1 p.m. Eastern time

  • Why Use OBS?
  • How to brand your digital content and engage your audience
  • Livestream setup for live streaming platforms (Facebook, Youtube, Vimeo etc.)
  • Creating and using pre-recorded media

Workshop #3: Create Quality Client Events – Wow your clients and prospects with social media events

Life (ON, BC, SK) 1.0  |  RIBO (Personal Skills) Pending |  FP Canada # 9652 (Practice Management) 1.0 | AAC #58406 (Life and General)  1.0 |  MB #37381 (Life and/or A&S)  1.0

Tuesday, Aug 24, 2021 – 12 p.m. – 1 p.m. Eastern time

  • Setting up your event
  • Promoting your event with social media event pages
  • Starting your event using OBS
  • Real-time vs delayed video performance
  • Managing conversations in real-time

Workshop #4: Making Follow ups Matter – Automate your process to never miss an opportunity 

Life (ON, BC, SK) 1.0  |  RIBO (Personal Skills) 1.0 |  FP Canada # 9652 (Practice Management) 1.0 | AAC #58407  (Life and General)  1.0 |  MB #37382 (Life and/or A&S)  1.0

Tuesday, Aug 31, 2021 – 12 p.m. – 1 p.m. Eastern time

  • Use Machine Learning to automate action items
  • Create drip campaigns from your attendees (MailChimp, HubSPot demos)
  • Create follow up surveys (Google Forms, SurveyMonkey, Microsoft Forms)
  • Sending out your appointment calendar (FindTime, Calendly)

 

Cost to attend:

Early Bird (until July 30) – $49 IFB members/$99 all others

Regular (after July 30)  – $69 IFB members/$119 all others

Click here to register

Matthew Gray, CEO and Founder, Mind Surface

Matthew Gray is the CEO and Founder of Mind Surface and a thought leader in the area of technology training and AI for business. For the past 15 years, Matthew has been at the forefront of technology innovation in telecommunications, software development and managed services. Working in both professional training and project management, Matthew brings with him an easy to follow and interactive approach to understanding technology in its simplest form.