DCPA20 Sponsors - Gilded - The future is AI, autom… Joey Ryan, co-founder and CFO of Gilded Finance indicates that AI, automation, and blockchain… Listen to podcast
DCPA20 Sponsors - BotKeeper- You don’t have to be… The BotKeeper team of Jody Padar, VP of Strategy; Byron Patrick, VP of Growth & Success; and… Listen to podcast
DCPA20 Sponsors - ADP - Give your clients less to… Listen as Jordan Birnbaum, Chief Behavioral Economist at ADP, shares an encapsulating idea from… Listen to podcast
DCPA20 Sponsors - Aero - Adapt and create a new me… Listen as Laura Redmond, co-founder of Aero Workflow, shares thoughts of how to adapt and create… Listen to podcast
Aligning Your CAS Practice with Best Practices: In… CPA.com has partnered with Succession Institute to create a CAS firm self-assessment tool… On Demand
OnPoint EBP - Product Tour Take an up-close look at OnPoint EBP, a comprehensive end-to-end solution for performing… View Webinar
Grow your client advisory services (CAS) practice… In today’s economic climate, small- and medium-sized business clients need a forward-looking… View Webinar
Transform Your EBP Practice in 30 Days Take an up-close look at OnPoint EBP, a comprehensive end-to-end solution for performing… View Webinar
Meet Clients’ Sales & Use Tax Needs – No Exper… Sales and use tax (SUT) is an area that is experiencing increased complexity. Given Wayfair, now… View Webinar
CUNA Podcast: Financial information innovator As with virtually every other area of the credit union, finance is increasingly driven by… Listen now
Five reasons to evolve your financial management s… Business models for client accounting services (CAS) practices are shifting as clients… Get Whitepaper
DCPA20 Podcast - Insights from the perspective of… The digital community is a close nit of people, coming together to share best practices, be… Listen now
