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Update Prospecting with DIY Automation

  • ACCT/BK
  • CPA (CA)
  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: April, 2022

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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

  • What is an automation?
    4 mins
  • What tools can you use to automate?
    8 mins
  • Hand off to admin to schedule with prospect via outlook
    29 mins
  • Admin sends reminder email 1 day in advance
    33 mins
  • Traditional advisory - Prospecting map
    39 mins

Course Description

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 also discuss how to apply DIY automation to the prospecting process, or the process before individual signs on as a client.

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.

This CPE Course on Automation is appropriate for CPAs who want to create automation themselves without outsourcing to consulting practice. The course material will be basic.

Learning Objectives

  • To analyze what is automation.
  • To inspect how automation can be applied to the prospecting process.
  • To learn about different automation tools that you can use in your practice.
  • To identify and solve different problems within the prospecting process with automated processes.

Recommended For

  • This Online Tech CPE Webinar is recommended for CPA (US), CPA (CA), CFE, CIA, CITP, CGFM, FPAC, CMA, business owners, and technology professionals who want to create automation themselves without outsourcing to consulting practice.

Who Should Attend?

  • Business Owner
  • Certified Fraud Examiner
  • Certified Information Technology Professionals
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookkeeper (ACCT./BK)
  • 1 CPD Credit of Information Technology for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Information Technology for Certified Fraud Examiner (CFE)
  • 1 CPE Credit for Certified Government Financial Manager (CGFM)
  • 1 CPD Credit of Software and other process controls for Certified Information Technology Professionals (CITP)
  • 1 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 1 CPE Credit of Business Process Improvement for Certified Management Accountants (CMA)
  • 1 CPE Credit of Information Technology for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Accountants - ICAEW
  • 1 CRE Credit of Information Technology (inc. Excel) for Certified Corporate FP&A Professional (FPAC)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 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

About Presenter

Claire Gallant

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 ™, and soon-to-be-mom. She lives in downtown Cincinnati, OH. In her free time she loves to run marathons and cycle long distances.

About Company

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.

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.
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  • 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.
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