Update Prospecting with DIY Automation

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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

www.usecommas.com

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

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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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