Transformation CPE

It’s hard to stay up with all the things going on in the cybersecurity realm. That’s why we’re excited about this webinar! Not to mention, if you’re a non-techie tax practitioners who wants to understand current compliance requirements, cybersecurity program best practices, cyber liability insurance trends, and cost-effective options for mitigating your risks, this is the webinar for you.

Confused by all of the techno-mumbo jumbo around cybersecurity technologies? Let us help demystify it for you. Attend this session designed specifically for non-techies to be talked through the major cybersecurity risk areas (malware protection, device management, email protection, backup, secure document exchange, e-Signatures, etc.) and the types of options of solutions in each area that helps mitigate your risks.

As tax busy season seems to keep being tax crazy season year after year, tax preparers must begin leveraging tax automation software and other innovations to help bring some sanity back to their work. Attend this session to get updates about the technologies and other options available to help streamline tax return preparation, optimize client collaboration, and maximize firm profitability.

Tired of everyone telling you that you need to modernize your accounting services, but not telling you how to actually do it? Let us guide you through creating your accounting innovation strategy and developing a plan for modernizing the way you provide accounting services using a holistic and time-proven view of your processes and information needs.

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.

Blockchain technology and cryptocurrencies such as bitcoin and ether are two trending topics in the fin-tech world. Yet, few business professionals can grasp the intricacies, opportunities and challenges posed by this new technology. This session intends to give you a high-level, non-technological understanding of the history of cryptocurrencies and the taxation of common cryptocurrency related transactions.

Diversity, Equity, Inclusion and Belonging is more than policies and programs, or head counts. Seeing a groundswell of people from many parts of the profession step up to want to do more in the DEI space, the Center for Accounting Transformation was inspired to conduct a research study on the accounting profession’s DEI journey. Join us for this insightful webinar where we’ll take a closer look at what the data is telling us.

The Staffing Strategies Research Study aims to understand the significant challenges posed by staffing shortages in the profession, and the innovative strategies accounting firms are employing to address them. Are accounting firms and finance departments managing the current talent crisis effectively? What strategies are working, and what are the lessons learned for more effective staff and workload management? Thought leaders Donny Shimamoto, CPA, CITP, CGMA and Rick Telberg take a deeper dive into research results for solving staffing!

Focused on practical applications and examples around both basic and more advanced crypto tax planning, attendees will leave with actionable business intelligence with which to advise current and future clients. In addition to these practitioner focused insights, pending legislation and possible future tax changes will be put forward and discussed.

Let’s face it, intent matters, and if you don’t have a good business culture or are taking care of your team, it’s not just your people feeling the impact, it’s also your organization’s overall performance that takes the hit. Personal sustainability is important, not only for the business professional, but for the organization. Learn about the impact of positive leadership styles; and how, as a leader, you can better advocate for your team through clearer boundaries for better time prioritization and work-life balance.

Accounting professionals, more than anyone know that sometimes it can be difficult to switch off from work – even on your days off. Although you may feel you are able to maintain the fast pace of your work, if you don’t take time to identify what drains you or lights you up, you become less productive and start to burn out. By focusing on yourself and your personal wellbeing, you can maximize your productivity and become more fulfilled, both at work and in your personal life.

Are you at risk for burnout? Becoming too focused on meeting deadlines and ignoring your physical and mental health can have an adverse affect on many business professionals who work more than 40 hours a week. Finding a balance and allowing time for self-care is not only important for employees, but also for organizations and their clients. Learn about the impact of stress, burnout, and the importance of personal wellness – especially during heightened times of seemingly never-ending responsibilities and expectations.

As the seasons change, so do the demands on our time and energy. Excessive stress and anxiety in the workplace can cause a drop in performance, missed workdays, poor productivity, and physical and mental health issues. It’s an uncontrollable spiral. Getting help early can be key to taking control of your mental health. Join us to learn how you can take back control of your mental health and understand how working with a therapist can help lessen your chances of burnout.