Webcast: Using Email Effectively (CAUSEE116)
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When: 11/29/2016
1:00: PM until 3:00 PM
Where: Webcast
United States
Presenter: Elizabeth Danziger

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Acronym CAUSEE116
CPE 2 hours
Vendor CalCPA
Level Intermediate
Yellow Book No
Prerequisite A basic understanding of how and when to use email in a business context.
Who should attend CPAs who use email in their daily interactions with clients, colleagues and staff members.
Members $60
CPA Non-Members $94

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


A poorly written email can mark the end of a long business relationship—or the beginning of a lawsuit. Learn 10 key principles of smart email writing, including crafting a powerful subject line, conveying your points clearly and controlling the tone of your message. We'll also discuss how to carve out specific times in your day to check email, rather than jump at every push notification, to make your day more productive.

Materials are provided as an ebook.


  • Determine how to write subject lines and emails that recipients will open, read and understand.
  • Identify ways to avoid being overwhelmed by checking and sending email.
  • Identify appropriate uses of email as a business tool.
  • Recognize issues of confidentiality and privacy in email.


  • When to use email and when to use the phone.
  • No privacy in emails.
  • Tone of message.
  • Writing clearly and correctly.
  • Forwarding emails appropriately.
  • Email strategy.
  • Proofreading.