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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
The COVID pandemic required virtually all accounting firms to move to the Cloud in 2020, even if they had resisted before. But now that we’re there, all is not equal. This online continuing education course will examine what has gone well, what went awry, and what we need to do now to ensure optimum efficiency and effectiveness.
This live CPE webinar is recommended for accounting professionals, CIOs, and technology leaders who are interested in unifying their workspace and creating a better experience for their internal team and clients through streamlined document management, workflows, and client portals.
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.
Chief Executive Officer (CEO), Avii
For the past 25 years, Lyle has served as a senior executive and serial entrepreneur of high-growth software companies fueled by venture capital firms. His operational background helped him envision how accounting firms can optimize their business and use automation to improve productivity, communication and revenue. On a personal note, he and his wife enjoy the wilderness, beaches and extreme outdoor sports. They are most excited to welcome their first grandchild in June.
With 20+ years of experience, Avii is a trusted provider of technology solutions and the creator of the most automated workspace + portal for accountants and their clients. We understand the unique challenges you and your team encounter daily. Avii Workspace unifies your accounting experience into one place, adding the power of automation and connection to allow you to focus on what’s most important, resulting in a firm that’s more efficient and profitable.
We support the Big 4, large national, and leading regional firms and provide solutions that fit any firm’s needs with the flexibility to choose only what’s needed. Our clients serve organizations and individuals with important tax, audit, advisory, management consulting, and compliance engagements.
Vice President of Sales, Avii
Stuart is Avii’s revenue owner. He brings 20+ years of sales leadership to Avii, where he is building a dynamic sales team from the ground up. His experience and expertise in business development and strategic partnerships make him eminently qualified for the challenge.
After more than two decades of success opening new offices, entering new markets and steering fast-growing companies in new directions, Stuart believes Avii is perfectly positioned and prepared to succeed.
“Avii is an organization with a powerful product that has been painstakingly developed,” he says. “Lyle and his team have exercised tremendous discipline as they’ve developed the product and grown the company over the past 19 years and is now poised for explosive growth.”
Stuart’s experience leading business development and sales for both global and also small and rapidly scaling SaaS companies (including NUVI, PR Newswire and Business Wire, a Berkshire Hathaway company) make him eminently qualified for the challenge ahead. Stuart earned his Bachelor of Arts degree in communications from Brigham Young University.
With 20+ years of experience, Avii is a trusted provider of technology solutions and the creator of the most automated workspace + portal for accountants and their clients. We understand the unique challenges you and your team encounter daily. Avii Workspace unifies your accounting experience into one place, adding the power of automation and connection to allow you to focus on what’s most important, resulting in a firm that’s more efficient and profitable.
We support the Big 4, large national, and leading regional firms and provide solutions that fit any firm’s needs with the flexibility to choose only what’s needed. Our clients serve organizations and individuals with important tax, audit, advisory, management consulting, and compliance engagements.
75 Ratings
RB
May 27th, 2021
My experience was great. They answered all of my questions during the session as well.
PL
May 27th, 2021
Timely, relevant information.
BW
May 27th, 2021
Good quallity
TN
Jun 2nd, 2021
great class!
RV
May 27th, 2021
VERY GOOD
1 Credit
Subject Area
Aug 12, 2022 | 11:00 AM EDT
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