CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.


  • CPA (CA)
  • CMA
  • CPA (US)

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Financial Intelligence for Entrepreneurs, Executives, and Directors


Oct 25, 2021 | 09:00 AM EDT View Details

Are You Ready for a Capital Campaign?

Oct 25, 2021 | 09:00 AM EDT View Details

Differences between IFRS and GAAP


Oct 25, 2021 | 09:30 AM EDT View Details

Corporate External Financial Reporting Decisions


Oct 25, 2021 | 10:00 AM EDT View Details

Everything You Need to Know About Partnerships


Oct 25, 2021 | 10:00 AM EDT View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)


Oct 25, 2021 | 10:00 AM EDT View Details

Basic Concepts of Fixed Asset Accounting


Oct 25, 2021 | 10:00 AM EDT View Details

Excel Accountant: Internal Control


Oct 25, 2021 | 10:00 AM EDT View Details

Real Estate Tax Strategies: Cost Recovery, Partial Dispositions, Removal Cost, Int. Deductions, Repairs & Capital Improvements


Oct 25, 2021 | 10:00 AM EDT View Details

The Structure and Organization of the IRS


Oct 25, 2021 | 10:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments


Oct 25, 2021 | 10:00 AM EDT View Details

IRS Form 1099 Reporting Req. including updates on FORM 1099-NEC (LATEST 2021)


Oct 25, 2021 | 10:00 AM EDT View Details

Money Laundering Risks and Countermeasures for Accountants and Other Professionals


Oct 25, 2021 | 10:30 AM EDT View Details

Quickbooks Online for Accountants Work Centre - Managing your Practice


Oct 25, 2021 | 10:30 AM EDT View Details

Business Killers – 12 Ways to Protect Your Business

Oct 25, 2021 | 10:30 AM EDT View Details

Course Description

Over the last decade, technology has been developing at an exponential rate. It has had a big impact on the way we live our personal lives, and the effect on the ways we work has been even greater. Over the last five years, technology has changed how we manage many different aspects of business operations. Accounting is no exception.

The accounting profession is rapidly transforming partially due to productivity optimization available through newer technologies. Today’s accountant is no longer burdened with task-oriented projects. Instead, thanks to the shift in dynamic accounting technology, accounting software programs are becoming more automated and the role of the accountant is changing to that of a business advisor.  The role shift of the modern accountant to a business advisor requires new skill-sets, including professional skepticism, judgment, and critical thinking skills. 

The session provides a concise overview of the leading “stack” or combination and mix of Internet applications, online services, mobile tools, and digital platforms that leading accounting enterprises are utilizing to run their operations in a post-COVID environment.  You'll walk away with a simple yet effective game-plan on how to translate technology ambitions into practical reality and thrive in an exploding and uncertain digital world.

Highlights of the Webinar :

  • Accounting And Finance Digital Assistants
  • Small Business Accounting Services
  • Productivity Software
  • Document Management 
  • Payments
  • Expense Cards
  • Time Tracking
  • Payroll
  • Offshore Staffing
  • Customer Relationship Management
  • Forecasting
  • Advisory Services
  • Proposals
  • Technology Hosting

Learning Objectives

  • To recognize the deep, diverse, and ever-expanding constellation of accounting solutions now available to practitioners of all stripes
  • To identify various ways of building and customizing your own accounting data ecosystem
  • To identify the leading vendors in the major accounting software categories
  • To review a new generation of web-based accounting programs that are driving innovation and redefining the roles of practitioners in the “new normal”

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bank Managers
  • Bookkeeper
  • Chief Accounting Officer
  • Compliance Officers
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Cybersecurity Pros
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Young CPA





Garret Wasny was brimming with insight on building solutions and making important technology-based decisions. His presentation put me back into the mindset of a problem-solver, and now I feel much more confident to implement new software into our workflow.


I really enjoyed the statistics the presenter shared with us. The statistical information made his presentation future-focused.


Very exciting and informative presentation, Garret! Many opportunities were outlined and explored for the audience.


I found this webinar topic very interesting and useful for professionals and business owners. The instructor was engaging and provided good examples.


Excellent, enlightening presentation even for someone who is already incorporating tech advice in his practice. I just wish there had been some practical implementation advice.


The presenter was very knowledgeable and delivered a high energy presentation. He provided good materials/handouts which contributed greatly to an understanding of subject matter.