What Accounting Has Gotten Right – and Wrong – in its Move to the Cloud

  • Accountant
  • CPA (CA)
  • CPA/CITP
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

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.


Learning Objectives

  • What the cloud does well
  • The inefficiencies the cloud has exposed and how to take advantage of them
  • The new challenges that have emerged, especially for those whose migrations were poorly executed and hasty
  • What to do now for maximum effectiveness from the cloud

Recommended For

  • Accounting professionals, CIOs, CMA’s, CITIP’s 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 portal

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Information Technology Professionals
  • Certified Management Accountant (CMA)
  • Information Reporting Officers
  • IT Managers
  • Senior Accountant
  • Staff of Accounting Firm

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit of IT Controls and Assessment for Certified Information Technology Professionals (CITP)
  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

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.

Presenter

About Presenter

Lyle Ball

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.


About Company

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.



About Presenter

Stuart Dean

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.

About Company

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.



Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

75 Ratings

Excellent

39

Very Good

29

Average

7

Poor

0

Terrible

0

RB

Ryan Becker, CPA (US)

May 27th, 2021

My experience was great. They answered all of my questions during the session as well.

PL

Paula Lange, CPA (US)

May 27th, 2021

Timely, relevant information.

BW

Bob Wilkerson, CPA (US)

May 27th, 2021

Good quallity

TN

Timothy Norton, Accountant, CPA (US)

Jun 2nd, 2021

great class!

RV

Raquel Villegas, Tax Professional

May 27th, 2021

VERY GOOD

What Accounting Has Gotten Right – and Wrong – in its Move to the Cloud

FREE

1 Credit

Subject Area

Computer Software and Applications

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