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Free cpe webinars
The Customer Journey Strategy of Growth


Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Communications & Marketing
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Understanding the customer journey is one of the quickest ways to identify organizations’ opportunities to grow, increase revenue, and expand reach. We will dive into the 7 traditional stages of the customer journey, providing you a strategy to examine your firm's customer touchpoints and determine where to focus in 2021 to reach your goals. Once you learn this process, you can apply it to the overall business plan or even to smaller launch initiatives! 

As part of our Automating Success webinar series, this webinar will also highlight and help identify critical issues and fixes in our fictional case study. Read more on Klein, Rowe & Co today.

Learning Objectives:

  • Identify how to expand your reach through the customer journey

  • List areas of awareness for growth opportunities in 2021 strategy planning

  • Name vital techniques to duplicate this process to drive team success

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Misty Megia (@MistyMegia), CEO of Misty Megia LLC, is a business strategist extraordinaire with over 20 years' experience in market strategy, project management, public speaking, corporate branding, channel marketing, and building some of the worlds largest membership programs. Misty has driven success for multiple companies helping them become multi-million dollar entities. She has implemented her techniques across various industries from hardware manufacturing, software developers, green energy, education, and the accounting profession, to name a few. Most recently, she was the Global Head of Education and Program Strategy at Intuit.

Misty’s powerful methods in helping businesses create new revenue streams, develop their brand, streamline operations, and bring a fresh eye to a company have positioned her as a leader in her field. She was recently recognized by Accounting Today as one to Watch on the Most Influential People in Accounting and has been recognized as one of the Most Powerful Women in Accounting.

She trains high achieving leaders in strategy and public speaking techniques using her varied background in corporations and professional theatre. She lives in the San Francisco Bay Area with her incredible husband, Orlando.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) 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 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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

2019bill is a leading provider of cloud-based software that simplifies, digitizes, and automates complex, back-office financial operations for small and midsize businesses. Customers use the platform to manage end-to-end financial workflows and to process payments, which totaled over $70 billion for fiscal 2019. The AI-enabled, financial software platform creates connections between businesses and their suppliers and clients. It helps manage cash inflows and outflows. The company partners with several of the largest U.S. financial institutions, more than 70 of the top 100 U.S. accounting firms, and popular accounting software providers. has offices in Palo Alto, California and Houston, Texas. For more information, visit or follow @billcom.