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Accounting & Finance
Updated March 2026

Accounting & Finance Event Promotion

A procedure for planning and executing the marketing and promotional activities surrounding business events, webinars, conferences, and workshops.

Purpose

To maximise event attendance and engagement through a coordinated promotional strategy that reaches the target audience through multiple channels at the right times.

Scope

Covers the promotion of all organisational events including in-person events, virtual webinars, conferences, workshops, trade shows, and networking events.

Prerequisites

  • Event details confirmed including date, venue, speakers, and agenda
  • Event registration page or landing page live
  • Promotional budget allocated
Compliance Note

Built with ASIC regulatory requirements, AML/CTF compliance, Tax Practitioners Board obligations, and APES standards in mind.

Step-by-Step Procedure

1

Develop Promotion Plan

Create a comprehensive promotion plan outlining the channels, timeline, messaging, and targets for event promotion.

  • 1.1Define the promotion timeline with key milestones and deadlines
  • 1.2Select the promotional channels based on the target audience
  • 1.3Set registration targets and budget allocation per channel
Event Marketing Coordinator
1 hour
Promotion Plan Template, Project Management Tool
2

Create Promotional Assets

Develop all creative assets needed for event promotion including graphics, email templates, social media posts, and advertising creative.

  • 2.1Design event graphics and banners for each channel
  • 2.2Write promotional copy for email, social media, and advertising
  • 2.3Create the event landing page content with registration form
Marketing Team
4 hours
Design Software, Content Management System, Email Marketing Platform
3

Launch Initial Promotion

Begin the promotional campaign with the first wave of communications to build early awareness and registrations.

  • 3.1Send the first promotional email to the subscriber list
  • 3.2Publish the event announcement on social media channels
  • 3.3List the event on relevant event directories and partner websites
Event Marketing Coordinator
1 hour
Email Marketing Platform, Social Media Management Tool
4

Execute Ongoing Promotion

Maintain promotional activity through the lead-up to the event, increasing frequency as the event date approaches.

  • 4.1Send follow-up emails with speaker highlights and agenda details
  • 4.2Post regular social media updates with countdown and engagement content
  • 4.3Activate paid advertising campaigns if included in the promotion plan
  • 4.4Engage partners and speakers in cross-promotion activities
Event Marketing Coordinator
2 hours weekly
Email Marketing Platform, Social Media Management Tool, Advertising Platforms
Tips
  • Increase promotion frequency in the final week before the event
5

Send Reminder Communications

Send reminder emails and notifications to registered attendees to maximise attendance.

  • 5.1Send a reminder email one week before the event
  • 5.2Send a final reminder the day before or morning of the event
  • 5.3Include all logistical details such as venue, time, and access instructions
Event Marketing Coordinator
20 minutes
Email Marketing Platform
6

Promote During and After the Event

Capture and share live content during the event and follow up with post-event communications.

  • 6.1Share live updates and content from the event on social media
  • 6.2Send a post-event thank you email with recordings or resources
  • 6.3Compile event metrics including registrations, attendance, and engagement
Event Marketing Coordinator
2 hours
Social Media Management Tool, Email Marketing Platform

Quality Checkpoints

Event registration page is live and tested before promotion begins
Promotional messaging is consistent across all channels
Reminder communications are sent to maximise attendance rates

Common Mistakes to Avoid

Starting promotion too late, not allowing enough time to build registrations
Not segmenting promotional communications by audience, reducing relevance
Failing to send reminder emails, resulting in lower attendance than registrations
Not capturing post-event content for ongoing marketing use

Expected Outcomes

Registration to Attendance Rate

Percentage of registrants who actually attend the event, measuring the effectiveness of reminder communications.

Cost per Registration

Total promotional spend divided by the number of registrations, measuring promotion efficiency.

Frequently Asked Questions

How far in advance should event promotion begin?

Promotion should begin four to six weeks before the event for standard events. Large conferences or events requiring travel may need eight to twelve weeks of lead time.

How many reminder emails should we send?

Two to three reminders are standard: one a week before the event, one the day before, and optionally one on the morning of the event. Avoid over-communicating, which can lead to unsubscribes.

What is a good registration to attendance conversion rate?

For free events, aim for 40 to 60 percent attendance of registrations. For paid events, attendance rates are typically higher, ranging from 70 to 90 percent.

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