What Professional Service Firms Can Learn About Social Media from Mark Kohler

Co-Sponsored by the National Association of Certified Valuators and Analysts®  (NACVA®) 

	Program Description		Who Should Attend
	How You Will Benefit		Schedule

Program Description
Social media marketing might seem like a mismatch for highly technical, professional service firms; especially in fields like business valuation, forensic accounting, and litigation support. But attorney and CPA, Mark Kohler, proves otherwise. With a following of over 500,000 and a content strategy that has generated tens of thousands of new client engagements, Kohler has mastered the art of using social media to grow a professional services firm. So how did he do it and what can we learn?

This presentation explores the marketing strategies behind Kohler’s success and translates them into practical lessons for business valuation and forensic professionals. The course will highlight how Kohler transformed dry, complex topics into approachable, engaging content using educational videos, consistent posting, and a conversational tone. His methods provide a playbook that valuation and accounting professionals can adapt to better connect with clients, expand their digital reach, and build trust in a highly specialized field.

This course is designed for valuation experts, forensic accountants, and other financial professionals who want to strengthen their personal or firm-wide marketing strategies without compromising their technical credibility. Whether you are just getting started or looking to refine an existing strategy, this course offers fresh insights grounded in real-world success.

Join Miranda Kishel as she breaks down Kohler’s approach and shows how even the most technical professionals can build a powerful, engaging, and authentic presence online.

How You Will Benefit
After completing this course, attendees will be able to:

• Create educational content that builds authority and attracts clients
• Recognize and shift from formal, technical language to a more relatable, conversational style
• Create consistent, strategic content across platforms like LinkedIn, YouTube, and Instagram
• Use video effectively to explain complex financial concepts
• Identify and include clear calls to action that drive engagement and lead generation
• Create and diversify content across multiple platforms to meet your audience where they are

Take Aways
After completing this course, attendees will be able to identify and apply key social media strategies tailored for professional service firms. They will know how to create educational, engaging content that simplifies technical topics and builds trust with potential clients. Attendees will also learn how to maintain a consistent content schedule, adopt a more approachable tone, and effectively leverage multiple platforms—including video—to expand their reach. Most importantly, they will walk away with actionable ideas to strengthen their online presence and drive client engagement.

Delivery Method Group Internet-Based Program Level Basic Advanced Preparation None Prerequisites Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.    Communications and Marketing 1 Total CPE Hours   1

For NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.