Frazier Deeter CPAs and Advisors


1230 Peachtree Street NE

Suite 1500

Atlanta, GA 30309

main 404.253.7500


3480 Preston Ridge Road

Suite 375

Alpharetta, GA 30005

main 404.573.4200


401 Commerce Street

Suite 920

Nashville, TN 37219

main 615.259.7600


2801 W. Busch Boulevard

Tampa, FL 33618



Financial Executive Think Tank - Tampa

FETT Roundtable March 29th: Social Media for Financial Professionals – It’s not an Option

Wednesday, March 29th 7:30 a.m. – 10:00 a.m.

Topic One: Social Media for Financial Professionals - It's Not an Option

Social media is essential for financial professionals. It’s time to get engaged. Did you know not having a LinkedIn profile could not only be hurting you, but your company too?

Join this interactive discussion led by Heather L. Cole, CFO of Lodestar Solutions, founder of Heatherized and Tampa FEI Board Member. We will walk through tips on how to leverage LinkedIn to get the recognition you deserve in and outside your organization. We will discuss Twitter and other social media tools like FEI Connect. Come prepared to share your questions and experiences.  

Recommended Pre-Work - Update or create a basic LinkedIn profile.

Discussion topics will include:

  • The various social media options for business professionals
  • The scope and impact of social media to you and your company
  • What has your experience been with social media?
  • How do you monitor your company’s reputation online?
  • What should your company social media policy cover?
  • How should finance be using social media?
  • Discussion of LinkedIn best practices in creating your profile
  • Discussion of protecting yourself from scammers using your online information

Topic Two: Technology Tips to Save you Time and Money

Are you slow to adapt to new technology? Confused by all the different websites and apps? Overwhelmed by all the passwords you must remember? It’s time to learn to save time and money while reducing stress with technology.

Discussion topics will include:

  • What tools do you use that helps you increase your productivity?
  • The risks of not having a password management system and how to avoid them
  • Leveraging a time tracking system to understand where you are spending your time
  • The power of calendarization – “Let me see your calendar and I tell you want you value in your life”
  • Tools to measure your team’s productivity
  • How top performers do things differently
  • Leveraging the tools currently owned by your company
  • Discussion on why people don’t leverage the technology IT deploys

Event Leader:

Heather L. Cole, CFO, Lodestar Solutions


To find out more information about this invitation-only breakfast event for CFOs please contact Adelle Erdman.


Contact Information
For more information regarding this free live event, concerns and/or program cancellation policies, please contact our office at 404.573.4246.

Participants can earn 2 CPE credits in the Marketing field of study

Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group-Live

Frazier & Deeter is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:



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Frazier & Deeter, a Top 100 Largest CPA Firm in the United States, has accountants and business advisors who offer a full range of assurance and advisory services in the areas of audit, tax and management consulting and personal tax planning and compliance. As a leading accounting firm, we serve clients across the nation and internationally that include closely-held companies, SEC companies, and nonprofit entities. Headquartered in Atlanta, Georgia, we have been recognized as the 56th largest accounting firm in the nation, as one of the Top 25 Best Managed CPA firms in the country, and one of the Best Accounting Firms to Work for in the U.S.
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