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Technology Etiquette Webinar


Jan. 10
12:00 - 12:45 p.m.

CPE Credits
0 Credits



PICPA Member: $0 | Nonmember: $0

 More Information

Course No.


The way that we communicate in business has become more oriented around e-mail and text or instant messaging with more limited phone call and in person exchanges.  The benefits of communicating utilizing technology are:

  1. It can be done at any time
  2. One does not have to be situated in an office 
  3. The recipient does not have to stop what they are doing in order to receive the message
  4. There is a record for future reference

There are, however, pitfalls to this type of communication:

  1. A message can be misconstrued
  2. The personal aspect is minimized
  3. Creative collaboration is minimized due to format
  4. Length of message becomes an issue
  5. It is more of a monologue than a dialogue

We will explore ways to make the best of this tool and to use technology to enhance your professionalism.

  • E-mail Etiquette
  • Using caps
  • Proper grammar
  • Abbreviations and shorthand
  • Emoticons
  • The importance of brevity
  • Forwarding
  • When to cc
  • When to bcc
  • Importance of subject line
  • Reply
  • Reply all
  • E-mail tone
  • E-mail humor (or not)
  • Text like messages
  • Out of office reply message 
  • Cell Phone Etiquette
  • Protocol for use at client sites
  • Ear bud protocol
  • When landline if of benefit
  • Greetings
  • Voicemail
  • Webinar/Conference Call Etiquette
  • Speaker phone protocol
  • Leveraging professionalism on calls
  • Pitfall of multi-tasking
  • Video protocols
  • Asking questions
  • Checking in if leading call
  • Articulating and enunciating points
  • Sitting near microphone
  • Mute button
  • Smooth exits


Jonna L. Martin is the President and Founder of AdvanceMe Associates, an image consulting and training firm. A respected professional with over 14 years of experience in the financial services industry, she specialized in trust and estate planning for high net worth clients at PNC Bank, Fleet Bank and Merrill Lynch prior to launching her firm in 2001. Having earned a Bachelor of Arts degree from Wellesley College in Wellesley, Massachusetts, she enhanced her professional training with certification courses at the International Image Institute in Toronto, Canada and Dominique Isbecque International in New York City. Jonna is the President of the National Association of Women Business Owners-(NAWBO) Greater Rochester Chapter. She is also a member of the New York National Speakers Association (NYNSA).

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