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Figuring Out: Building Collaborative Cultures in Accounting | Podcast #EP18

  • CFE
  • CMA
  • CPA (US)

Published : November, 2024

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Free (Only Today)

1 Credit

Subject Area

Business Mgmnt and Org

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Looking accounting as a profession where you have work too much.
    5 mins
  • What do you wanna achieve?
    13 mins
  • Do you actually work with clients anymore or?
    22 mins
  • The people that can do your job and do it better than you.
    36 mins
  • How everything's gonna work out. but if that doesn't work.
    47 mins

Course Description

Welcome to an insightful Episode, where we dive into the world of accounting & leadership with Scott Reams, CPA, as he shares 30+ years of experience and strategies for staying ahead. 

We delve into pivotal themes shaping the future of accounting and professional development. The conversation addresses the shifting perception of accounting as a career, highlighting strategies to surmount challenges such as talent retention and adapting to the demands of a dynamic industry. This CPE podcast will encompass balancing work-life demands, leveraging technology for efficiency and innovation, and fostering a collaborative workplace culture. 


Key topics covered:

  • Accounting Career Growth Path
  • Talent Retention Strategies
  • Leadership Through Change
  • Work-Life Balance Realities
  • Private Equity in Accounting 

Tune in to uncover practical advice, thought-provoking ideas, and actionable takeaways for accountants and aspiring leaders. Don’t miss this compelling Episode!

Learning Objectives

  • Explore the evolution of the accounting profession in a competitive landscape.
  • Discuss effective strategies for talent acquisition and retention in accounting.
  • Analyze the impact of private equity partnerships on mid-sized accounting firms.
  • Identify the traits of successful leaders in the accounting industry.
  • Review strategies for achieving work-life balance in high-demand roles.

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
  • 1 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Business Mgmnt and Org for CPA in Canada
  • 1 CPE Credit of Business Mgmnt and Org for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • 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

Expert Speaker

Scott Reams began his career in 1997 with the big 4 in the audit and assurance practice in San Francisco, California and has worked on clients in various industries, including construction, manufacturing, oil and gas, mining, non-profit, real estate and restaurant franchising. Scott’s experience includes national and international SEC public companies, private companies, companies considering going public and non-profit organization. Scott’s SEC reporting experience includes Forms 10-K, 10-Q, 8-K and S-1 filings as well as complex revenue, debt, equity, and business combination issues. Scott has also helped clients through their implementation of SOX, SSAE 16 (SOC1 and SOC2), the preparation of consolidated financial statements and the interpretation and implementation of complex accounting standards.

About Company

WSRP

wsrp.com/

“WSRP” is the brand under which WSRP, LLC, and WSRP Advisory LLC provide professional services to their respective clients.

WSRP, LLC, and WSRP Advisory LLC operate together in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. WSRP, LLC, is a licensed CPA firm that independently provides attest and other assurance services to its clients. WSRP Advisory LLC and its subsidiary entities provide non-attest service, such as tax and business advisory services to their clients. While WSRP Advisory LLC and its subsidiary entities may employ certified public accountants, they are not licensed CPA firms.

The entities falling under the WSRP brand are independently owned and operated, and are not liable for the services provided by any other entity providing services under the WSRP brand. Our use of the terms “our Firm” and “we” and “us” and terms of similar import, denote the alternative practice structure of WSRP, LLC, and WSRP Advisory LLC.

Host

With over 15+ years of experience, he has spearheaded the company operations and led Entigrity to become the global organization it is today. Shawn’s strategic vision and leadership lead to the expansion and diversification of Entigrity in several areas over the years. He understood numerous staffing related challenges plaguing the accounting community. Over time, he has provided consultation/advice to 5000+ accountants and helped them convert some of their core challenges into opportunities.

 

Shawn’s is a big advocate of small businesses. He says, “Small businesses are the backbone of the global economy” and his focus area is to always help small and mid-size accounting firms. 

 

In fact, the Idea of Entigrity was born out Shawn’s wish to help small and mid-sized firms by providing them with access to global staffing and helping them compete with Big 4 and larger firms. Shawn really admires businesses that create or facilitate the creation of micro entrepreneurs like UBER, AIRBNB, Urban Company etc.

 

Shawn has been actively involved in many Accounting community events and forums, voicing his thoughts on various subjects pertaining to the accounting industry, some of which are:

 

OFFSHORING RELATED TOPICS


  • Remote Working & Offshore Hiring for Accounting firms.
  • Best Practices in Offshoring
  • What tasks to allocate while starting offshoring?
  • Interview Tips for Hiring Offshore Staf
  • How to Onboard an Offshore Staff Member
  • Integrating offshore and onshore teams.
  • How offshoring can bring Multi-dimensional transformation change in accounting firms.
  • What roles can be shifted offshore.
  • How to design a long term offshoring strategy.
  • Offshoring, Hiring beyond accounting roles.
  • Scaling CAAS + VCFO with Offshoring.
  • How to Training and Upskill Offshore Staff Members.



Non-Offshoring Related Topics


  • Build a 60% net margin Client Accounting Service Business
  • Integrating CFO & Advisory Services for Accounting Firms
  • Cobra Approach to Accounting firms growth.
  • Practice Management & Development
  • LinkedIn Marketing for Accountants
  • CAAS (Clients Accounting and Advisory services) Implementation in Accounting firms.
  • How to Implement Subscription based pricing in Firms
  • MRR (Monthly Recurring Revenue) in Accounting firms key to scale and success.
  • Building a Niche in Accounting Space.
  • Pricing Strategies for Accounting Firms.
  • How to run your accounting firm like a SAAS business.
  • How Data Analytics is going to be the future for Accounting firms.
  • CAS & Advisory Practice services for accounting firms
  • Accountants need to think like entrepreneurs.
  • Lesson for Accountants from Two COVID Tax Seasons
  • Building Profitable CAAS in your firm.


Shawn Parikh is the Founder and CEO of Entigrity and myCPE Group. In his role, he is spearheading the company operations, cementing the foundations of Entigrity, that works closely and exclusively with the accounting community globally. Shawn also oversees service conceptualization, strategy creation, administration, and finance, in the organization.

 

Shawn co-founded Entigrity in 2014 and today, the company is a global leader in providing outsourcing for accounting firms and one of the preferred outsource partners for 30 out of the top 100 US Accounting firms. With a large workforce of over 2000+ accounting experts, we are already assisting over 600 accounting & CPA firms in the United States and Canada.

 

The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that work from our offices in India. Entigrity has helped accounting firms in overcoming staffing challenges and building offshore teams.

 

The Company was recently inducted in the BDO alliance partnership and was the first company in this segment to become platinum partner with IMA (The Association of Accountants and  Finance Professionals in Business).


 

About Company

MYCPE ONE

my-cpe.com/

Being qualified accountant himself, Shawn has been in accounting industry for more than a decade now and. Shawn has always been a big believer and advocate of social enterprises and and small accounting firms and business.

# Social Enterprises being a perfect blend of capitalism & socialism are big solutions to many of world problems today & that belief of Shawn has lead him to pioneer “1 Credit 1 Meal Program” #1C1M Initiative in myCPE. 

# Small Accounting firms or Small Business in general are life and blood of any economy and helps in building strong economy with equality in resources. 

# His curiosity towards Technology & passion of accounting & finance education has really helped in the shaping 2 business entigrity & myCPE

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.
  • For Refund and Complaint Resolution Policy, CLICK HERE.

Ratings and Review

4

1 Ratings

Excellent

0

Very Good

1

Average

0

Poor

0

Terrible

0

Kabiruddin Laiwalla
Kabiruddin Laiwalla, CPA (US)

Nov 30th, 2024

The course provided a good long term objective of being in the CPA profession. Also transitioning to different role, outsourcing, etc.

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