How Automation and AI are Enhancing Management Accountants (On Demand)

Donny Shimamoto

Headlines abound saying that Robotic Process Automation (RPA) and artificial intelligence (AI) is going to eliminate the need for accountants. In reality, RPA and AI provide a great opportunity for accountants to automate more routine procedures and focus on delivering more value-added insights to help improve an organization’s performance or risk mitigation.  Conversely, the use of AI within organizations can … Read More

Winning Tax Season with Better Workflow & Capacity Management (On Demand)

Frank Stitley

Win next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds.  Experience hands-on lessons from “The Relentless CPA” to create your ideal workflow and optimize your capacity to delight clients with better service.

Proven Strategies to Leverage Automation & Outsourcing to Reduce Your Accounting/Tax Workload (On Demand)

Donny Shimamoto

Busy season seems to keep getting busier. Last-minute changes to the tax code, delayed tax software updates, workload compression, and a shortage of experienced accounting professionals continue to exacerbate what is already a grueling season for many accounting firms. Client fee pressures force firms to figure out how to get more productivity out of their existing staff while not burning … Read More

Profitability Through Accountability: Plugging the Leaky Bucket (On Demand)

Bill Penczak

While most firms focus on top line growth, the most successful firms place equal if not greater importance on margin contribution. There are many factors that can impact margin, and evolving trends including alternative pricing models, alternative staffing models, and better overall processes to ensure that firms can make a profit on their engagements. In this course, we will discuss … Read More

How ESG Reports Can Help with Recruitment & Retention (On Demand)

Donny Shimamoto

We’re facing a shortage of accountants and the “great resignation” is putting the employee in a position of power in deciding whether to stay with a current employer or jump to another employer. When recruiting and retaining employees, how do organizations differentiate themselves as an employer of choice? The answer: ESG reports. No, we’re not talking about the big attestations … Read More

How Accountants’ Ethics are Impacted by the ABCD of the Digital Age (On Demand)

Donny Shimamoto

Emerging technology trends like Automation (including artificial intelligence), Blockchain, Cybersecurity, and Data governance (ABCD) are driving digital transformation and organizations’ move into the digital age. Yet we can’t let technology drive us forward without asking the question of “is it Ethical?” to use technology or data in a particular way. As organizations go through digital transformation, it’s important for accountants … Read More

Exploring the A-B-C-D of the Digital Age and their Impact on Accounting (On Demand)

Donny Shimamoto

This session will start with a quick look at how Artificial intelligence, Blockchain, Cybersecurity, and Data governance are impacting the accounting ecosystem supporting transaction recordation and financial reporting. Then we’ll dive deeper into how to identify opportunities for automation, whether with traditional programming, robotic process automation (RPA), or machine learning. We’ll close out with a look at how the role … Read More

Engage CPA Firm Clients and Prospects with Marketing Automation (On Demand)

Jean Caragher

Your clients expect you to be proactive, to communicate frequently, and to understand their business and industry. Your prospects need consistent communication and resources as they determine which CPA firm they would like to work with. Yet, due to time limitations and other responsibilities, your marketing efforts may be inconsistent. This is where marketing automation comes in. Marketing automation uses … Read More

Crypto Tax Planning – Beyond The Basics & What Practitioners Need To Know Going Forward (On Demand)

Dr. Sean Stein Smith

This session will focus on the tax planning and strategy implications that arise when clients and colleagues become more active users of bitcoin and other cryptoassets. Even with price volatility and regulatory ambiguity, there are tax factors that practitioners need to be aware of as usage and adoption of crypto continues to increase. Focused on practical applications and examples around … Read More

Taking Control of Your Mental Health Before Burnout – On Demand

Randy Crabtree

Stress is synonymous with the accounting profession, and anxiety is a common mental health issue experienced by many. Coupled together, excessive stress and anxiety in the workplace can cause a drop in performance, missed workdays, poor productivity, disengagement, and physical and mental health issues. It’s an uncontrollable spiral. Stop the cycle, take back control of your mental health, and return to … Read More