According to Gallup Research, 70% of the U.S. workforce is not engaged. More employees are feeling overwhelmed as they are asked to deliver more work, under tighter deadlines, and under increased scrutiny. Among today’s fastest growing accounting firms, we are seeing the pressure increase as the pace accelerates. Cultures are changing either due to new initiatives or bringing on new professionals through merger or acquisition. It’s no surprise that disengaged and overwhelmed employees are on the rise. The trend is not going away, so how can you deal with the balance of higher productivity expectations and the factors that increase employee engagement in your firm?
Join us for this complimentary webinar with Mike Sabbatis, COO of XCM™ and Jim Bourke, Partner, CPA.CITP of Withum to learn how to increase workforce capacity and productivity while creating a more energized and engaged workforce leveraging workflow automation technology.
Panelists Mike Sabbatis, COO, XCM Solutions Jim Bourke, Partner, CPA.CITP, Withum
This webinar looks into the findings of the workflow software category mined from The Second Annual Accounting Firm Operations and Technology Survey conducted by NMGI and Insight Research Group.
Guest speaker, Randy Johnston, focuses in on key trends including the observed shift in workflow adoption patterns, shift in attitudes about workflow software and how workflow is a key enabler for positive change in growth of services, revenue generation and cost control. Also discussed:
The top business and technology challenges for firms of all sizes
What workflow means to today’s firm
How workflow fits into the firm’s long term strategy for growth
From Overwhelmed to Energized - a Roadmap to Employee Engagement
At least 70% of the U.S. workforce is not engaged, according to Gallup. As business leaders, it is critical to increase employee engagement to remain competitive and improve financial success metrics such as productivity and profitability.
Join us for this complimentary one-hour webinar to learn how XCM enables corporate tax, accounting, and finance departments to increase workforce capacity and productivity while creating a more energized and engaged workforce.
Attend this webinar to
gain practical guidance for a solution-oriented dialogue about employee engagement
learn how this strategy can benefit your overall business success
avoid bottlenecks in your finance and accounting departments
By implementing the right workflow automation solution, companies can gain in efficiency, and streamline various critical processes.
Panelists: Mike Sabbatis, COO of XCM and Tom Hood, CEO of MACPA
Firms offering client accounting and advisory services often re-engineer inefficient processes for clients to streamline operations and help them save time that they can use to focus on their core business. While this is the case, some firms don’t take the time to re-engineer their own internal processes when they move to a new technology platform, attempting to apply their existing processes and workflows. In this session, we’ll discuss how to prepare your firm for technology change, including training, staffing, change management initiatives, and more.
John O'Leary, national bestselling author of "On Fire: The 7 Choices to Ignite a Radically Inspired Life," will be speaking on these choices at this year's Digital CPA Conference 2017. In this webcast, he and John Engels, leadership coach with over 30 years' experience, will join Erik Asgeirsson, CEO of CPA.com, to discuss the importance of owning your successes, failures and leadership. Get tips on stopping a culture of blaming and finger pointing, and build a culture of accountability. Everyone plays a role in the effectiveness of their team and firm. Use this one hour webcast as short firm retreat and open the dialog among colleagues.
Learn the importance of owning your successes, failures and leadership.
Identify tips on stopping a culture of blaming and finger pointing, and build a culture of accountability.
President and CEO
#1 National Bestselling Author & Speaker
Founder and President
Leadership Coaching, Inc., Rochester, NY
Productivity, Simply Enabled™: A Roadmap for Tax, Finance & Accounting Professionals
Tax, Finance and Accounting professionals are carrying a heavier burden every day as the pace of business continues to accelerate. Demographics, regulations, and technology are sure to change making your job tougher and creating a business environment that can be both exciting and overwhelming. So much time is spent dealing with legacy technologies, outdated business processes, and a workforce that is disengaged. How are today’s best performers deploying strategies to drive productivity in the wake of these challenges?
Attend this session to hear Mike Sabbatis, COO of XCM™ walk through a tax, finance and accounting professional’s roadmap and learn how to:
Map out critical process strategies that energize the workforce
Enable technology that focuses on the people while still leveraging legacy technology investments
Get the most out of your resources through productivity enablers versus just working harder or longer hours
Learn the benefits of centralizing the audit confirmation process from Katz, Sapper & Miller LLP and Alan Anderson, founder of ACCOUNT-ability. Plus, find ways to reduce costs, increase productivity and improve the quality of all your audit confirmations during our webinar.
How does your firm share key financial documents with clients? Often, firms and private companies rely on methods which can be unsecure and inefficient for sharing information such as mail, email and hand delivery. Information exchanged this way can pose a greater risk of fraud, among other issues as there isn’t way to confirm its source and authenticity.
Now your firm can share information with private business clients easily and efficiently that they can then retrieve and share with third-party users such as lenders and investors – all in a secure platform, RIVIO.
Join us for a webinar where you will learn how RIVIO can benefit your firm with greater controls, collaboration and protection. During the webinar we’ll share and discuss:
Identify Sales and Use Tax Opportunities during Tax Season
During busy season your staff is in front of clients that have needs beyond tax returns and there are so many things they can uncover. However, it can be challenging to engage clients about their business. Craig Cookle, CPA & Partner with WIPFLI LLP, CPAs and Consultants and Marianne Fisher with CPA.com will discuss how to ask the right questions and discover new sales and use tax opportunities.
This free webinar covers what has changed in 2017, what nexus is and the implications it has on your clients’ business, questions to ask your clients as well as how to help mitigate their sales and use tax issues – solidifying your place as your clients’ trusted advisor.
Walk away from this webinar with knowledge on:
Tax law changes and multistate activity for 2017
Top 5 Conversation Tips during Tax Season
What is Nexus and what is the problem
Product taxability and reporting services
Value in leveraging technology to ensure efficiency with sales and use tax processing
Next steps to recurring work
CPE credit is not offered for this webinar
CRAIG COOKLE, CPA
WIPFLI LLP CPAs and Consultants
Craig Cookle is part of WIPFLli’s state and local tax group. Craig brings more than 27 years of state and local tax experience to his clients... Read more. Prior to joining WIPFLi in 2005, Craig was the leader of the Wisconsin sales and use tax practice of a national accounting firm. Prior to that, he was a field auditor with the Wisconsin Department of Revenue. His knowledge and experience enable him to consistently provide value to his clients in terms of state and local tax savings and efficient resolution of state audits. Show less
Sales Account Manager
Marianne Fisher is a Sales Account Manager at CPA.com with over 7 years of experience in the tax and accounting industry. Before CPA.com she... Read more spent 6 years as a senior sales representative at Thomson Reuters. Over the course of her 7 years within the industry she has worked with firms helping them embrace technology and evaluate their processes to create an efficient and profitable workflow. Show less
Growing Bill Pay Services From the Inside Out With Bill.com
Bill pay services can be an area of tremendous opportunity, but do you have the right plan and technology in place to achieve success? Without an effective internal and external strategy, including education, buy-in and client targeting, it can be challenging to succeed and realize the full value of providing these services.
Our guest speaker, William Barefoot, Senior Manager at WebsterRogers LLP will discuss the evolution of his firm’s outsourced services and what has contributed to growing their bill pay services with Bill.com.
The cloud is truly transforming the CPA client relationship. Perhaps nowhere is this more evident than in the area of financial reporting and advisory services. In this webinar we explore this more closely from both the perspective of the practitioner as well as a leading accounting technology provider.
Join Erik Asgeirsson, president and CEO of CPA.com, Marc Linden, CPA, CFO of Intacct, and Marcus Wagner, CPA, CEO of AcctTwo Shared Services, as they discuss the following:
How today’s accounting solutions are driving agility and improving advisory capabilities
How Marketplace Demands are Impacting Financial Information Exchange
Reliable financial information is one of the foundations of capital markets, but many private businesses continue to rely on outdated and unsecure methods to distribute financial statements and other key documents. This has led to uncertainty about the accuracy, source and validity of financial information, not to mention a greater risk of fraud.
Join us for an upcoming webinar where we’ll explore the need and benefits of a sophisticated clearinghouse to streamline the flow of financial documents. During the webinar we will discuss major trends and market demands impacting private company financial document exchange.
JEREMY DILLARD, CPA, CGMA
Partner, Assurance & Advisory
Director, Business Development & Enterprise Sales
Getting Started with Workflow Automation: Your Guide to Implementation
Over the last three years, the Annual Accounting Firm Operations & Technology (AFOT) Survey results, conducted by the Network Management Group Inc., continue to show that firms are keenly aware of workflow automation as a top business priority, but many firms are still unsure of how to implement a workflow automation solution.
Join us for this one-hour webinar presented by Randy Johnston from NMGI and Cathy Foley from XCM™ Solutions, LLC to learn how to help your firm get started today.
In addition to reviewing key findings from the AFOT survey, attendees will learn why workflow automation is so critical to a firm’s success.
Network Management Group, Inc.
Director of Technical Sales
XCM™ Solutions, LLC
5 Strategies to Increase the Capacity of your Tax Department
Tax leaders today face increasingly complex regulatory requirements, rapid globalization, technology and infrastructure limitations. Join Mike Sabbatis, COO at XCM Solutions, as he shares 5 unique strategies to make your tax department do more for your company - a must for any corporate tax professional. Attend this webinar to learn how the right tools can enable task completion, project management and schedule adherence. You'll also learn how to get a 360° view of corporate procedures and accountability within and across departments.
Audit Confirmations: To Centralize or not to centralize, that is the question
Successful accounting firms that embrace change typically operate in a paperless environment and use technology tools to streamline workflow. Yet for decades, the process for managing audit confirmations in most firms has not changed. This informative webinar will discuss the effective approaches to improve a firms audit workflow through centralization of the confirmation process.
Maximizing your Audit Department’s Productivity through Workflow Technology
Today’s audit practice faces increased regulation, tight deadlines and staffing constraints. These challenges can drain budgets, impact realization rates and create a messy and frustrating work environment. An end-to-end technology solution can combat these issues by enabling productivity through workflow management, and increase visibility across audit engagements.
Join XCM's Shannon Keane, CPA, for this one-hour webinar, which encourages attendees to re-evaluate and improve their overall management of the audit process. Instead of a messy series of hand-offs, the end goal is a streamlined, standardized and automated set of interconnected processes that provide better, real-time visibility into the audit process.
This webinar will focus on:
Using the right technology to automate the audit process
Increasing visibility & standardization of audit engagements
How to make knowledge management more accessible and centralized
What every CPA should know about the New DOL Fiduciary Rules
The AICPA Firm-Based Retirement program is excited to have you join us for a special webinar on the Department of Labor's new fiduciary regulations. Ian Kopelman, Chair, Employee Benefits & Compensation Practice Group, DLA Piper LLP (US); and Joseph A. (Tony) Hugg, Counsel, DLA Piper LLP (US) will discuss the new regulations and address what you and your clients need to know about the best interest and prohibited transaction exemptions.
Nexus is a concept that many of today’s business owners don’t understand.
During this webinar, Andrew H. Johnson, CPA, Managing Partner and co-founder; and Michael J. Fleming, Director with Peisner Johnson & Company, LLP took us through nexus sales and use tax study services. Learn what nexus is, the implications it has on your clients’ business and the high value service opportunities it provides your firm – solidifying your place as your clients’ trusted advisor. This webinar covered:
Why nexus is the next big thing for firms
What is nexus and what is the problem
The 5 fundamentals of conducting a nexus study
Next steps to recurring revenue
ANDREW H. JOHNSON, CPA
Managing Partner and co-founder
Peisner Johnson & Company, LLP
MICHAEL J. FLEMING
Peisner Johnson & Company, LLP
Guide to M&A: Leveraging Technology for Increased Efficiency
Mergers and acquisitions are a mainstay within today’s successful firm business model. The key to a successful M&A is to have a clear idea of the most important factors and a clearly defined strategy in place for how to best address these factors.
Technology is at the top of this list, and after talent, is the single largest investment that firms can make. Technology integration is also the biggest challenge experienced by firms during the M&A process. Consistent adoption of leading solutions can greatly increase productivity firm wide and workflow automation is at the heart of a highly efficient practice.
Watch the recording of this webinar to learn about the 5 keys factors for a successful M&A:
Contingent legal liabilities - Understanding the competing interests of lawyers and auditors
Every lawyer, auditor and client should understand the importance of properly disclosing contingent legal liabilities in audited financial statements because it is required by accounting standards throughout the world. This session explores the process of determining contingent legal liabilities and the competing interests of accounting firms and law firms in the audit process.
Clients look to you, their trusted business advisor to coach them through financial success. This includes assessing potential exposure issues with sales and use tax.
Craig Cookle, CPA & Partner at WIPFLi LLP, CPAs and Consultants will take you through the client onboarding process for assessing sales and use tax exposure. You will learn the questions to ask your clients as well as how to analyze their answers and create an action plan to help mitigate their sales and use tax issues. Walk away with knowledge on:
Assessing your clients’ sales and use tax needs/exposure
The importance of the information you gain from your clients’ responses during the assessment process
How to help your clients solve their compliance issues and mitigate future exposure
Craig Cookle, CPA & Partner
WIPFLi LLP CPAs and Consultants
Craig Cookle is part of WIPFLli’s state and local tax group. Craig brings more than 27 years of state and local tax experience to his clients. Prior to joining WIPFLi in 2005, Craig was the director of the Wisconsin sales and use tax practice of a national accounting firm. Prior to that, he was a field auditor with the Wisconsin Department of Revenue. His knowledge and experience enable him to consistently provide value to his clients in terms of state and local tax savings and efficient resolution of state audits.
In this third webinar of the quarterly On-Demand Accounting series, join Mike Sabbatis, COO at XCM Solutions, and Vijay Ramakrishnan, Sr. Product Manager at Intacct, as they offer a pragmatic approach to streamlining the monthly close process.
Increased demand not only for information, but also for analysis and greater business insight is driving change across the accounting profession and turning routine functions - like the monthly close - into opportunities to drive value.
This webinar presents you with an approach on how to re-evaluate the monthly close process and take a closer look at its strategic role in the larger scope of corporate operations. The end goal is a streamlined, standardized and automated set of interconnected processes that provide better, real-time visibility into the financial health of your business.
This webinar focuses on:
Automating and Streamlining Monthly Close Processes
Developing KPIs for Tracking the Monthly Close
Interdependencies of People, Processes, Technologies & Data
Will Your Firm Thrive or Just Survive? The Critical Competency for Today's Practitioner
Today, the world of professional education, and accordingly the accounting profession, is migrating toward a competencies-based learning approach. But what are the most critical competencies for practitioners and firms to thrive in today’s ever changing, fast paced business environment?
Most of us wish we had the power to predict future trends, and would benefit by learning tactics to do so. Daniel Burrus is one of the world’s leading technology forecasters and innovation experts and the featured keynoter speaker at this year’s DCPA16. He is globally recognized for his exceptional 30+ year record of accurately predicting how technological, social, and business forces converge to create untapped opportunities.
Join CPA.com president and CEO, Erik Asgeirsson as he discusses the critical Anticipatory competency with Daniel Burrus, HORNE LLP executive partner Joey Havens and the CEO of the Maryland Association of CPAs, Tom Hood. This webcast will cover:
The difference between hard trends and soft trends
Why it is important to identify trend types
Use cases of how these skills are being used in the profession
Elevating the Strategic Importance of Expense Management to Achieve Higher Value Business Outcomes
In today's global economy, expense management has taken on an ever increasing strategic importance in achieving bottom line growth in corporations. While most businesses have policies and procedures in place to conduct these business tasks, the overall productivity and operating income results are often not fully realized due to a singular focus (expense processing) along the accounting continuum. Best in class enterprises recognize the importance of managing their expenses with a comprehensive view of all the steps in the process including full visibility to each project and its respective interdependencies on People, Processes, Technologies, and Data.
This archived webinar will cover:
Process & policy development and enforcement
Building critical business processes for expense management
Interdependencies on People, Process, Technologies & Data
Automating and streamlining expense management processes
How much should I save? Retirement strategies for you and your firm
Retirement strategies are an integral part of any CPA firm and is often a topic of question for many clients. Join our free webinar on May 18, 2016 and hear Dr. Marlena Lee discuss the different retirement strategies to help you and your firm reach your retirement goals. In this presentation Dr. Lee will help examine how to arrive at target replacement rates, saving more as income grows, and the importance of starting early and saving consistently. We look forward to you joining us.
Streamline your Employee Benefit Plan audit confirmations
Hear our webinar on some of the recent regulations around Employee Benefit plan audits, best practices and ways to automate these audit confirmation requests. We will also have a case study discussion around Citrin Cooperman and how they streamlined their EBP confirmation process.
One of the fastest growing niche areas for firms is Sales and Use Tax client advisory services. It’s an area that is increasingly complex for businesses to understand and comply with. It impacts businesses large and small. Audits can be time consuming and costly. The rules are fluid and the target keeps moving. It’s not a question of if there will be additional change but rather how. Will it come through legislation? Will it come through the courts? Clients turn to their trusted professionals when it comes to navigating complexity. Are you current on what you need to know?
Please join Erik Asgeirsson, president and CEO of CPA.com, and his panel of subject matter experts as they discuss:
What you need to know in regards to recent sales and use tax updates
The basic principles of nexus, and the implications surrounding it
The sales tax ramifications of selling online, and how to get a sense of your clients’ activity
Building Better Budgets: A Practical Approach to Implementing Iterative Budget Processes
Iterative budgeting processes offer many advantages. This approach is not only simpler and more efficient, but it also generates more accurate results and gives the organization greater insight and flexibility to achieve its strategic goals. But, how do we get there? Both cultural and operational obstacles can hamper effective process transformation.
Mike Sabbatis discussed the following:
Championing change inside the finance group and across the organization
Uncover outsourced accounting opportunities during tax season
Right now your tax team is in front of your potential clients. There is so much they can uncover during busy season, however it can be challenging to engage tax clients about their business. During this webinar, we will discuss how to work closely with your tax team to ask the right questions and identify new areas of opportunity for client accounting and advisory services. We will also share ways for you to position and market these services.
Joni Johnson-Powe, J.D., CPA and CEO/Principal of Taxnologi Solutions, LLC shared best practices for providing sales and use tax services for your clients. Learn how to build a sales and use tax practice within your firm as well as the strategies you can use to sell the value of this service to grow your practice more strategically.
This 1-hour session, provided insight into the current state of the market related to sales and use tax legislation as well as information on business process outsourcing (BPO) services that leverage cloud technology.
Learn hot technical updates from the experts to be prepared for a thriving BPO (business process outsourcing) practices in 2016! As we are aware, this business line is growing and maturing in accounting firms nationwide which leads to questions on best practices and the need for insights on changing regulations. Erik Asgeirsson and a panel of standard setters will share their insights and expertise on the following technical updates:
SSARS 21 effective date has now arrived!
We will share best practices for SSARS21 legend implementation
We will review how to setup these new legends in various cloud based accounting programs
ACA (Affordable Care Act) compliance for 2016
We will review what firms need to know for 2016 filings
Becoming an Anticipatory CPA
Learn more about a program coming to help you gauge hard and soft trends for more confident future planning
Select, Specialize, Succeed: Marketing Your Vertical Niche
Businesses are increasingly looking for accounting professionals that are specialists in their industry. Specializing in a vertical market, or niche market allows your firm to gain domain expertise and earn higher margins while differentiating your services.
In this webinar we discuss the benefits of focusing on a niche market and how to select a niche that best aligns with your firm’s expertise and mission. You will learn how to develop messaging to address industry-specific challenges, and we share marketing tips and strategies to help you increase awareness of your firm and position your services.
Eric DeVriese, CPA
Trusted Business Advisor, RealTime CPAs
Senior Strategic Account Manager, CPA.com
Overcoming Roadblocks in Creating a Next Generation Accounting Practice
Are you looking to make the transition from traditional accounting services to CFO and advisory services? Growing a leading client accounting services practice doesn’t happen overnight– it requires a well-structured business plan, highly motivated staff, best-of-breed technology solutions, and a client-centric focus.
As you embark on building an efficient practice that leverages innovative technologies and services, you may encounter some obstacles from firm leadership and staff, as well as clients. In this webinar, we discuss how to overcome common roadblocks to achieve success.
Bill Pay Services & Beyond: Expanding Your Advisor Role
Access to up-to-date, accurate financial data is critical to the success and growth of any business, but it can be challenging to get real-time, organized information. More and more businesses are turning to firms for guidance and help with accounting work, do you have the tools to support them?
In this webinar, you will learn how you can support clients with their bill pay processes with more efficiency and control. Matthew Talley, Group 11 Advisors shares how he utilizes Bill.com to automate work and significantly speed up processes. We also discuss how you can use data to help clients make more informed business decisions.
Workflow: A Foundation for Today's Successful Firms
The 2nd Annual Accounting Firm Operations and Technology Survey shows that workflow is becoming an important business and technology issue for firms of all sizes. For many firms, workflow automation has become the foundation for a successful digital strategy.
This Webinar draws on new research and key market trends and examins: What is workflow and its place in the firm’s strategy; The value of a true workflow automation system; And provides an overview of the XCM workflow automation software.
We hear a lot about growing business which tend to lead to thoughts of adding services to existing clients, increasing rates, finding new clients, etc. Now factor in the impact of templosion, what is your strategy for a relevant and growing practice? When we think of growth and being future ready you should pause to reevaluate your growth strategies. In this webcast we will cover tactics to consider when growing a future ready CPA firm through a focus on innovation, being responsive to technology change, involving various team members and more.
Sales and Use Tax Compliance: Filing Returns with Ease
With thousands of sales tax jurisdictions, as well as tax rules and rates in the United States, preparing returns that are in compliance can be time-consuming and complicated.
By attending this 1 hour session, you'll gain insight to the current state of the market related to legislation and sales tax, as well as how having nexus and The Marketplace Fairness Act (MFA) can affect your small-to-medium sized business clients when preparing sales and use tax returns.
Learning objectives include:
Current tax legislation and forecast for 2015
A review of the Marketplace Fairness Act
The basics of nexus
How to avoid potential audits
How to ensure accurate tax calculations and returns in one cloud-based solution, resulting in signature-ready PDF returns
When it comes to state tax hot spots, we've seen them all. In our experience most of the sales tax problems we see can be traced to one of five root causes: nexus, taxability, rates, use tax, and exemption certificates – which we call "hot spots".
Learn about these hot spots to avoid and protect your business. Whether you're an industry tax professional, or a CPA in public practice, knowing these five hot spots also allows you to identify ways to increase the value of what you do for your internal or external clients.
Got Nexus? Common Myths About Filing in a New State
Learn what creates nexus — and what to do once you've discovered that you have it. In this introductory webinar, we'll review how states identify companies for audit, nexus questionnaires, state amnesty programs, and voluntary disclosure agreements.
What you'll learn:
What is nexus?
How do states prove you have nexus?
Little-known nexus-creating activities.
How do states find you?
What to do about state nexus questionnaires.
What can happen if you have nexus and a state finds you?
What are your options if caught?
Can you limit back taxes, penalties, and interest upon registration?
It takes winning leadership skills to take your team to the next level and leadership presence doesn’t mean you have to walk in and “own” the room. In the office, character, confidence and authenticity are much more important than simply being the one in the meeting who is always talking and directing the conversation. With extreme focus, you will truly concentrate on what matters and get the job done correctly and efficiently. By leading with presence, you will demonstrate authenticity and sincerity to your team.
Special Guest Speakers joining Erik Asgeirsson:
Pat Williams, Senior Vice President of Orlando Magic and Basketball Hall-of-Famer, will use his 45 years in professional sports to provide a view from the locker room on how the greatest players and coaches – Michael Jordan, LeBron James, Phil Jackson, Chuck Daly – have achieved their goals through extreme focus. With practical, realistic information on how you can achieve your dreams of success, you will learn specific steps that you can put into practice right now.
Tom Bachmann, Culture Shaping Master Champion with Paychex, will share his 25 years of experience training leaders on how to effectively influence others. He will show you what it takes to lead with presence, transforming simple conversations into dynamic presentations where you become the lasting impression, not just your message.
“Leaders who ignore change risk extinction,” Pat Williams. Take advantage of this special opportunity to hone your leadership skills to take your team to the next level!
Learn from other firms within the industry and discover how to efficiently manage your audit confirmations online. Representatives from both the accounting and law professions will also shed light on their firms’ historical processes for managing legal confirmations. We'll then explore the efficiencies gained by auditors, lawyers and their mutual clients through the use of Confirmation.com's new electronic solution
Client accounting and advisory services is an area where many firms are experiencing exponential growth. Clients are not only looking for added assistance with accounting processes, but also for an accounting partner that provides more consultative support and business insight. Do you have the tools to translate that opportunity into new services?
In this webinar, you will learn how to move beyond traditional offerings and support clients with CFO services. Guest speaker Dixie McCurley from Trusted CFO solutions discusses niche specialization and the critical pieces of getting started to enable heightened client collaboration. In addition, we provide a preview of other topics covered at our client advisory services workshop.
This webinar focuses on managing AR more efficiently. We discuss how to simplify your receivables process to as little as 5 steps and help clients get paid significantly faster. Our guest speakers will share experiences from the field and some of the hidden gems available in Bill.com.
Accelerating Payments & Growth in the Homeowners Association Niche Market
Diana Murray, Director, ASAP Accounting & Payroll, Inc. shares her insights on working with homeowners associations, and how utilizing Bill.com helps customers get paid significantly faster than with paper systems. The time savings and efficiency gains experienced by ASAP have enabled them to elevate their service and grow their business.
2 Emerging Categories for the Trusted Business Advisor
The Affordable Care Act (ACA) and tax reform and state & local taxes (SALT), are topics under constant public and governmental scrutiny. Multiple regulatory updates and changing political landscapes add to their ongoing and evolving complexities.
As a CPA and a Trusted Business Advisor, take this opportunity to explore if and how this fits into client advisory services of today and learn many of the latest updates. During the webcast, we'll cover some of the must-know regulatory changes and how you can translate the knowledge into strategies to discuss with your clients.
Deeper insights into the ACA and SALT
Essential client advisory talking points
President & CEO
Principal, Tax Practice
Online Legal Confirmations: Driving Efficiency and Enhancing Client Service
This webinar takes a look at some challenges and how online legal confirmations are helping auditors and their clients prevent delays with their audits. We will share insight into law firms who provide opinions on possible unresolved litigation, claims and assessments on their clients. We will also discuss some of the highlights of the American Bar Association Audit Response Committee’s exposure draft, including what the lawyer is required to supply auditors and allowable methods for follow-ups.
Improve Efficiencies of Employee Benefit Plan Audits
According to the Department of Labor and the AICPA Peer Review program, obtaining confirmation responses is one of the key issues found in Employee Benefit Plan audits. While there are tools to confirm a plan’s cash balances, investments, liabilities and contingent liabilities, getting responses from plan participants is still challenge.
Clark and Marcus will discuss how automating these audit confirmation requests improves efficiency for your audit staff and they will demo the new enhancements of the online EBP Confirmation Service from Confirmation.com.
Loring Ward Target Date Strategies Now Available for the AICPA
Join Dimensional Fund Advisor’s Jed Fogdall, Senior Portfolio Manager & Vice President and Loring Ward’s Head of Retirement Strategies, Heather Hooper to discuss their combined strategies exclusively available for members of the AICPA. They will highlight the philosophy behind Loring Ward’s entrée into the target retirement space and the joint research that helped create these strategies.
Additionally they will cover:
Commentary on trends in the target retirement space
The advantages of Dimensional investing philosophy
Strategies for Innovating for the Future Ready CPA
New business models, globalized markets, new asset classes and new risk factors make this a fast future of both great challenge, but greater opportunity. The fast future is a collision of trends that are both drivers of productivity and progress as well as represent new competitive advantages. Now more than ever, CPAs need to become future ready – ready to “fast adapt”.
This session discusses the findings from “The CPA of the Future 2015 Study,” conducted by the Institute of Future Studies and CPA.com, focusing on 2 primary future readiness metrics: disruptive technology and innovation and the changing role of the CPA. It lays out strategies how to innovate in a CPA firm so you build your practice for the future and evolve into the new role of the CPA.
You will walk away with ideas on:
How to create a culture of innovation and learning
The innovations of the future and how its reshaping the marketplace as well as business models
How the workforce is changing and how to staff up to keep pace with globalization and the rise of emerging markets
How to embrace and navigate change to ensure future success
Save Taxes Today and Prepare for Tomorrow-Leverage Retirement Plans for Maximum Tax Savings
A good retirement plan is a valuable tool to attract quality candidates to your firm and increase employee loyalty. The right plan can also be a great mechanism to help you and your employees save more for retirement and reduce taxes. With today economic environment saving is more critical than ever. That's why NOW is the right time to review your firm's current retirement plan...or the available options if you don't yet have a plan. In this information-packed, one-hour webinar, we'll discuss the wide range of retirement options that are available, including IRAs, 401(k) Plans, SIMPLE IRAs, SEPs, Profit Sharing Plans and more.
During this webinar, we'll look at the key advantages and disadvantages of each type of plan. You will walk away with a better understanding of the benefits, advantages and risks of developing a plan for your firm and how AICPA is helping members through the special benefits in the AICPA Firm-Based Retirement Program.
New Era For Financial Preparation Services Driven By Major Standard Change
The recently released SSARS21 Standard creates a bright line between preparing and reporting services, and is potentially the most significant non audit standard change of the past 30 years. This new standard will dramatically change how firms provide Client Accounting and BPO services, and is something many in the profession have been requesting for years.
In this webcast we review how firms can advance their client accounting services based on this new standard. Firms will need to change how they describe and market their client accounting services, engage with clients, as well as deliver these services.
Erik Asgeirsson, President and Chief Executive Officer, CPA.com
Michael P. Glynn, CPA, CGMA, Senior Technical Manager in the AICPA Audit and Attest Standards Team
Alan W. Anderson, President, ACCOUNT-ability Plus
What Auditors Can Learn from U.S.-Listed Chinese Company Frauds
With investor confidence damaged after a rash of accounting scandals were found at U.S.-listed Chinese companies, U.S. authorities, regulators and key stakeholders are still grappling with how best to solve this problem.
In this session, Brian will discuss several recent Chinese fraud cases, how they happened and what was missed. He will also cover the recent Alibaba IPO and what that could mean as a wave of follow-on IPOs take place.
Audit Confirmation Tools to Improve Efficiency of Employee Benefit Plan Audits
According to the Department of Labor and the AICPA Peer Review program, obtaining confirmation responses is one of the key issues found in Employee Benefit Plan audits. While there are tools to confirm a plan's cash balances, investments, liabilities and contingent liabilities, getting responses from plan participants is still challenge.
Clark will discuss how automating these audit confirmation requests improves efficiency for your audit staff and he'll demo the new web-based EBP Confirmation Service from Confirmation.com.
Beyond Commoditization: Exceptional Service Delivery as a Powerful Market Differentiator
Does your firm deal in commodities? Traditional core CPA services, which generally include accounting, financial statement preparation and attestation, and tax compliance, typically drive and define most firms’ relationships with clients. Unfortunately, though, they have become commodities in the eyes of many clients, who believe that they, much like a gallon as gas, they can be differentiated only by price.
In this webinar, Jim Metzler will discuss the six integrated components that will break this paradigm, allowing firms to move beyond market commoditization of core services. It does not call for lowering fees to get new business, but rather advocates a strategic and holistic approach to service delivery that help firms stand out in their markets, called the Exceptional Service Delivery System.
Learn about the most critical regulations including the latest on the taxability of Severance Pay, the efforts underway in Congress to extend parity between transit benefits, and the two special administrative procedures the IRS released to correct overpayments of employment taxes as a result of DOMA.
This webinar better prepares you to both respond to inquiries and proactively engage clients & employers regarding important new legislation.
10 Tips to Help You Maximize Efficiency using Online Audit Confirmations
Busy season is just around the corner and this complimentary webinar will show you how online audit confirmations can make your job easier, and allow you to complete your audits quicker. Don't miss this popular session to learn 10 tips to help you get the most out of Confirmation.com.
Former White-Collar Criminal Shares Inside Secrets on How He Committed Fraud
Former CFO Mark Morze spent 4 1/2 years in federal prison for stealing $100 million in the most infamous fraud of the 1980s – ZZZZ Best Carpet Cleaning. Don’t miss your chance to hear Mark Morze discuss how and why he committed fraud. He’ll also show you some of the 10,000 phony documents he created for audit support, including bank and receivable confirmations, inventory counts and other documents that fooled his auditors, several banks and even his own controller.
Plus, Brian Fox will discuss the Peregrine Financial Group (PFGBest) fraud including details of how Russell Wasendorf hid the fraud for so long, the events leading up to the fraud’s discovery, and how the fraud scheme was finally uncovered.
5 Reasons Why Electronic Confirmations Create Efficiency for Auditors
When sending AR/AP confirmation requests, you probably use some type of mail merge functionality and send those to responding entities by mail, email or some other delivery method with little or no ability to track responses or monitor for fraud. Join us for this informative webinar as we discuss how electronic confirmations can transform this outdated mail-merge process into a much more efficient one. Plus, we'll cover how to send Invoice and Balance confirmations, and some quick tips on how to set up AR confirmations in advance.
Enhance Firm Operations with Lean Six Sigma's Approach to Process Improvement
Complimentary one-hour webinar on an overview of the Lean Six Sigma approach to workflow productivity in accounting firms.
Dustin Hostetler, Founder & Principal of Flowtivity, and Cathy Foley, Director of Client Development, XCM Solutions will review inefficiencies common to firm processes, and share Lean Six Sigma best practices for improving operations and identifying opportunities to enhance productivity, increase employee and client satisfaction and firm profitability.
Preparing for a secure future for you and your employees
A good retirement plan is an easy, yet effective way to reduce your tax liability and increase employee loyalty and satisfaction. And with today’s economy, and an uncertain future, helping yourself and your staff save for retirement is more critical than ever. That’s why NOW is the right time to review your firm's current retirement plan… or the available options if you don’t yet have a plan. In this information-packed, one-hour webinar, we'll discuss the wide range of retirement options that are available, including IRAs, 401(k) Plans, SIMPLE IRAs, SEPs, Profit Sharing Plans and more. We’ll cover the key advantages and disadvantages of each type of plan to ensure you are using the best solution for your firm. You will walk away with a better understanding of the benefits, advantages and risks of developing a plan for your firm and how AICPA is helping members through the exclusive benefits in the AICPA Firm-based Retirement Plan. Options to maximize owner contributions and how financial planners and plan administrators can work together will also be discussed during the webinar. Finally, at the end of the webinar, you will have an opportunity to ask our expert panelists any questions that you may have.