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Course Level :Basic
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Credits :1
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
Many firms are
already turning to automation to free up time to replace the squeeze on
traditional fee earning potential with value-added services. They are looking
for marginal gains across the whole lifecycle of their service portfolio. One
of the research has shown that firms focusing on delivering high-value advisory
services to their clients, can anticipate growth in the region of 10 to 20% annually.
Want to automate, but don’t know where to
begin?
In this CPE
webinar, we will talk about how to create automation for your advisory practice. We will start
with the basics: what is automation, why you should automate, and the steps to
begin automating. This CPE course is appropriate for CPAs who want to create
automation themselves without outsourcing to consulting practice. The course
material will be basic.
We welcome all automation newbies!
With all growth
initiatives, the path from concept to implementation is never straightforward.
It requires a change in mindset where firms are no longer selling minutes in a
day, but an outcome and forecasts based on decisions. It’s important to develop
and refine a clear roadmap and business strategy to take to your partners,
team, and clients.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Managing Advisor, Commas
Claire is the Managing Advisor of Commas, which is a fee-only firm that provides financial planning to the everyday person. As Managing Advisor, she spends half her time guiding the strategic direction of the firm, and the other half of her time directly advising clients. She believes that all people deserve to have access to honest, fiduciary advice. She is passionate about creating and sharing processes and efficiencies that lower the cost of serving clients so more people can have access to this traditionally cost-prohibitive service.
Claire received her bachelor’s and MBA from
Indiana University. She is a Certified Public Accountant, CERTIFIED FINANCIAL
ADVISOR â„¢, and soon-to-be-mom. She lives in downtown Cincinnati, OH. In her
free time she loves to run marathons and cycle long distances.
Commas
is a financial advisory that provides fee-only service to the EveryInvestor:
those who might not fit the astronomical standards set by traditional high
net-worth advisories but still deserve personalized financial guidance to meet
their goals. We offer services with no account minimums, working with our
clients at every step of the process and empowering them to create, plan, and
achieve their desired money goals.
43 Ratings
NM
Mar 16th, 2022
d
JJ
Mar 16th, 2022
0
TS
Mar 15th, 2022
The presenter was very enthusiastic about automating the various tasks and the time savings she had acheived. She was well prepared as well, as evidenced by her demonstration of the QR code that was linked to her calendar.
CD
Mar 15th, 2022
Was hoping for more tips and tricks for creating automation workflows (ie: using expressions, dynamics content, etc.) rather than an overview of the benefits of automation. Also, would have been nice to learn about Microsoft's Power Automate vs the other programs the instructor personally preferred to use.
CV
Mar 15th, 2022
Instructor was overly personal and unprofessional. Just annoying to listen to for an hour.
1 Credit
Subject Area
May 19, 2022 | 09:00 AM EDT
May 19, 2022 | 09:00 AM EDT
May 19, 2022 | 10:00 AM EDT
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