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4.4 (264)

Gabe Zubizarreta

Silicon Valley Accountants

Tuesday, June 23, 2020 | 11:00 AM EDT

  • CPA

2 Credits


Subject Area

Business Management and Organization

Webinar Qualifies For

2 CPE credit of Business Management & Organization for all CPAs

2 CE credit of General Financial Planning Principles for all CFPs (CFP Board Approved : 8061)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

In light of COVID-19 developments, Silicon Valley Accountants (SVA) is excited to offer a webinar discussion regarding our Crisis Agility Framework. Since COVID-19 impact has not come to full fruition there is still plenty of time for our teams to prepare. The preparedness topics we will discuss were cultivated with Accounting and Finance professionals proactively considering upcoming impacts. Our goal is to help those who join not only address and prepare for upcoming challenges but also emerge from this event with sustainable benefits. This we will cover how to assess the scope of Impact  and also showcase  how to devise an Initial response plan and scope of the response by asking questions like

  • How big is this crisis going to be?
  • How long in “crisis mode” going to last?
  • How expensive, deplete resources?
  • Is it still evolving?
  • Is this a one-time event or a transformational crisis?
  • Will there be a general economic impact?

Webinar will also help you in giving you tools to build Preparedness with Actionable Items On the basis of this Impact assessment, which will cover following

Initial Foundation

1. Acknowledgment & Alignment

2. Communication

3. Documentation of Activities & Analysis

4. Cross Training Plan

Foundational Extension

5. Prioritization of Projects

6. Proactively Reach Out Plan

7. Workload Balancing and Schedule Stressing

8. Human Dimension

Impact [Preview Q2 reporting]

9. Accounting Technical Topics

10. Controls

And lastly path towards Recovery & New Normal

Learning Objectives

  • Identify best practice thoughts to address change challenges
  • To devise short-term actions to challenges with longer-term benefits
  • To identify, List & minimize negative impacts & maximize positive effects
  • To recognize how to break down complex challenges into individual preparedness areas

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeeper
  • Business Owner
  • CEO
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Young CPA


    [no_of_record] => 264
    [average] => 4.3750




Gabe shared interesting tools and ideas to manage crises and to be agile in which I plan to use to prepare us for change and innovation as we move forward with COVID-19.


Really appreciate the tips on how to put together "recipes" for cross-training, and the Reviewer Procedures. Very helpful. Thanks again, Gabe and Felicity!


Reminded me of the importance of planning even in chaotic times/ reinforced the need to communicate effectively with my clients


Great session by Gabe on Managing Transformational Challenges was exceptional. I would recommend it to any business owner.


I liked the part about choosing your mindset and coaching others to move to acceptance/commitment instead of depression/disengagement.


Very informative and insightful webinar. A reminder that we are dealing with our most valuable asset - people. I had not realized focused for larger accounting departments and not CPA firms, but still very useful information and can be shared with my clients.