I can’t log into my account:

The credentials to log into your my-CPE account is your email address used during account signup and the password. If you are still facing any issue, it could be a browser issue as well. We recommend using Google Chrome. If the issue persists, please reach out to us via email support@my-cpe.com or contact our support team through live chat support. Our support team is available Monday to Friday from 09:00 AM – 04:00 PM EST. If you signed up on myCPE and are not able to log into your account, please make sure that you’re entering your correct registered credentials. If you’re still facing issues with logging in, please try logging in through a different browser. If the issue persists, please drop an email to support@my-cpe.com or contact our support team through live chat support.

I’ve logged in my account but how to register for webinars?

Once you log into the account, simply scroll down to view the upcoming webinars. There is a Register Button against each webinar. Once you click on register, you will receive a prompt as well that you have registered for the webinar. Here’s a screenshot of the registration confirmation for your easy reference: In case you do not receive the prompt for a webinar you are trying to register, please contact our support team via email to support@my-cpe.com or through live chat support. Kindly note that for paid webinars, you will be redirected to a payment screen where you can pay using Visa, Mastercard or AMEX. Once payment is successful, you will be redirected back to the website with the registration confirmation. Once logged in, scroll down to see the list of upcoming webinars. Click on the register button for the webinar that you’re interested in to register yourself. If you’re still facing difficulty logging in, please contact our support team at support@my-cpe.com or contact our support team through live chat support.

Can I attend a webinar using my phone? If so, how?

Yes. You can attend a webinar using your phone however, you will be required to download an additional application called ‘GoToWebinar’ which is available on Google Play Store as well as the Apple App Store. Once the application is successfully installed, simply go to your mobile browser and log into your myCPE account like you would on a desktop. Go to the ‘My Webinars’ section and under the ‘Upcoming Webinars’ tab, go to the webinar you wish to attend and click ‘Join Webinar’. It will redirect to the ‘GoToWebinar’ application and you will be able to join the webinar as well as submit polling questions. You can log in using your phone. Go to my-cpe.com and log in the way you normally do on your computer. Go to the webinar you’ve registered for and click on the ‘Join Now’ button. Once clicked, it’ll prompt you to download the GoToWebinar application through which you can attend the webinar.

Is there any way to assure that I would be able to access the registered webinar?

When you register for any webinar, you receive an email confirmation with a link to join the webinar at the scheduled time. Also, the registered webinars are visible in you myCPE login in ‘My Webinars’ section and under the ‘Upcoming Webinars’ tab myCPE recommends that you check your digital device is compatible with the GoToWebinar software prior to attending the webinar.

How can I update/edit my account information?

To update or edit your account information, first, log into your account and then go to the My Account > My Dashboard > Profile. Here, you’ll be able to update your account information except for your email address. To change your email address, you will need to email us at support@my-cpe.com

How can I update my PTIN?

To update your PTIN, first, log into your account and then go to the My Account > My Dashboard > Profile. Here, you’ll be able to update your PTIN. PTIN is an 8-digit number followed by P. For example, P12345678 could be a valid PTIN number.

How many CPE credits do I need to earn?

The number of CPE credits required purely depends upon your board requirements. If you’re a CPA, you can click here to know more about it. If you’re an Enrolled Agent or a Tax Professional, go to this page.

What is the different between CPE and CE credits?

CPE credits are governed by NASBA regulations and CE credits are governed by IRS regulations. Enrolled Agents, Enrolled Retirement Plan Agents and other tax return preparers approved by IRS are required to obtain CE credits. CPE credits are required for CPAs. We are approved by NASBA and IRS for publishing webinars for CPE and/or CE credits. Not all webinars qualify for CPE and CE credits. Therefore, each webinar mentions how many CPE and/or CE credits is it eligible for.

To earn your CPE credits, you need to fulfill the attendance requirements laid down by NASBA. The guidelines state that the participant is required to remain logged into the webinar as per the NASBA minimum time requirements and answer all the poll questions. Only when both the conditions are fulfilled does a participant become eligible for the CPE credits. The following table contains the NASBA Minimum time requirements and no. of polling questions that need to be answered for available CPE credit. Kindly note that you will be required to complete an evaluation form before receiving your CPE credits:

When is CE reported to the IRS?

It is the responsibility of the webinar participant to provide a valid PTIN number on the myCPE account. Further, you also have to ensure that the webinar you are enrolled for is eligible for CE credits. It is important to note that to earn your credits, the time and polling requirement for the IRS CE and NASBA CPE are the same. Though, IRS does NOT issue partial credits. This means that the webinars of 90 minutes and 150 minutes would earn you only 1 CE and 2 CE, respectively. You will not earn 1.5 CE and 2.5 CE for the webinar. myCPE reports the details of CE credit to IRS at the IRS designated schedule – mostly at the end of the quarter.

I attended a webinar but it shows in the ‘Did not Attend’ section.

If you registered for the webinar and it shows that you didn’t attend, it could mean two things: 1) You didn’t answer all the polling questions 2) You haven’t filled and submitted your evaluation form. In both cases, you won’t be able to get your credits. In case you submitted your polling questions and evaluation form and still show the webinar in the ‘Did not Attend’ section, please submit your query to support@my-cpe.com or contact through our chat support on the website.

NASBA Fields of Study

myCPE is in compliance with NASBA’s latest guide on the CPE fields of study. All CPE-approved webinars on myCPE are approved by NASBA. We recommend checking with your State Board as it has the final authority on the approval of courses for CPE credit. An explanation of the changes to the Fields of Study is available at www.nasbaregistry.org

State CPE Requirements

As the state CPE requirements vary from state to state, we recommend CPAs to follow their state requirements. click here to find out about the CPE requirements.

How long does it take to receive an evaluation form?

The evaluation form will be sent to attendees in the next 24 hours after the webinar has ended. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the webinar and answer all the polling questions. Typically, it takes up to 24 hours for us to send an evaluation form. There could be a delay in cases where.

I didn’t receive an evaluation form email.

Please note that it takes up to 24 hours to send the evaluation form. If 24 hours have elapsed and you haven’t received an email, please check your Spam or Junk folder. It could also happen that your email server could’ve blocked our emails. In that case, you must whitelist our domain mycpewebinars.com. in order to receive our emails. If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

How can I download my CPE Certificate after attending a webinar?

Within 24 hours of completion of your webinar, you shall receive an evaluation form via email. Once you have completed the evaluation form, you will be able to download the credit certificate from myCPE account under the ‘MY CERTIFICATE’ tab.

I don’t see a certificate in the ‘My Certificate’ tab. What should I do?

If you don’t see a certificate in the ‘My Certificate’ tab, it could be due to three reasons: 1) You haven’t filled and submitted your evaluation form. 2) You didn’t answer all the polling questions. 3) If you have submitted your evaluation form and answered all polling questions, there could be a technical error. In this case, please send us an email at support@my-cpe.com or reach out to us through chat support on our website.

I’m not getting reminder emails from myCPE.

In case you’re not receiving emails from myCPE, please check your Spam/Junk folder. If you’ve registered your professional id, your email server could be blocking the emails. In that case, you must whitelist our domain mycpewebinars.com.

I want to register for a Premium webinar but is it secure to make a payment?

myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption and are not stored by us.

How can I reset my password?

If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password. Kindly note that the password reset email link is only valid for 60 minutes from the receipt of the email. In case the time has elapsed, you will need to request a new password recovery link from the ‘Forgot Password’ link.

Is myCPE a board approved platform?

myCPE is a NASBA & IRS approved continuing education platform. It means that the courses on myCPE are approved by NASBA, IRS, CFP, CMA, CTEC, IIA and other state accountancy boards. Subsequently, CPE/CE Credits along with the certificates that you get, are NASBA & IRS approved.

How do I contact myCPE support?

Primarily, there are two ways you could contact our support team. The first one is through live chat support. You could drop a message on the chatbox on our site and the customer support executive will get in touch with you. Please note that the chat timings are 9:00 AM to 4:00 PM EST. The second method to contact our support team is through email. You could send an email to support@my-cpe.com for your queries and issues.

How do I become a speaker on myCPE?

It’s one of our fundamental objectives to bridge the gap between the speakers and professionals. Although there are certain guidelines for becoming a speaker on myCPE, we welcome new speakers with open arms. Please drop us an email at andy@my-cpe.com if you’re interested in becoming a speaker on myCPE.

ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS

4.4 (553)

Matt Solomon, Public Speaker

Center for Enlightened Business

CPA
CPA(Canada)

Credits: 1 CPE | 1 CPD

FREE

Subject Area

Communications & Marketing

Webinar Qualifies For

1 CPE credit of Communication and Marketing for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Selfstudy Webinars

the power of positive pay: how it works, when it doesn’t, legal reasons to use it

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“this ain’t your grandpappy’s payment fraud” part 1

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corporate planning, budgeting, and forecasting

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leadership integrity

(3) View Details

cybercrime: how to protect yourself and your business against the latest threats

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faces of fraud: how to stay safe from the latest threats

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adding financial planning to your practice

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legal and financial strategies for legacy planning

(204) View Details

the definition of intangible assets as per ias 38

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legal and financial tax planning strategies

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legal and financial planning strategies for business owners

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legal and financial planning strategies for immigrants in the us

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incapacity planning guidelines for financial professionals

(105) View Details

how to deal effectively with irs examinations and criminal investigations?

(5) View Details

coronavirus impact on financial statements – going concern assumption

(1) View Details

You need to register for the webinar to watch the video.

Click Here to Register

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

Overview

Identifying the real problem4 mins
Potential benefits of the solution6 mins
Introduction to the speaker7 mins
Shifts and explanation with case studies10 mins
What you need to win?55 mins
How you can make the most of the help available?57 mins

Course Description

If you’re a small or a mid-sized accounting firm, you always network and fish for gaining large clients, to what we call as either good size businesses or high net-worth individuals. Because everyone knows that old model of depending on high volume and low-profit compliance is not the future.

In this webinar, we’ll show you how we’ve helped over 10,000 accountants grow their revenue by sharing the exact 4 step process the most profitable small to medium-sized accounting firms are using to get to more lucrative work. Whether you just have a small base of business clients, or your firm is full with high volume and low-profit work, this webinar will lay out the path in growing your revenue, while reducing your hours, and increasing both the quality of your client and the value of your work. If you’ve ever wondered about how to get paid what you’re really worth, where all the great clients are, and how you can get clients to see your value, then this webinar is for you.

We will touch upon some real world case studies of accounting firms?

How, focused effort on increasing revenue resulted in doubling business in 2 years?
How accounting firm can add 2 to 5 clients every month?
How to price value in your services that helps you in increasing revenue from existing clients?
How Top 2% of Small & Mid Size firms grabs cream clientele?

Learning Objectives

The step-by-step process to bring in $3,000 to $15,000/mo clients in 8 weeks or less without having to work more.
Working more is not a solution but a problem, which doesn’t allow to examine your business closely. How to overcome that in your best interest so that you can focus on what’s core to the business.
The real reason why working more hours is NOT a good strategy for making more money, and how you can attract high margin clients starting today, without the headaches.
The secret to getting paid what you're REALLY worth and what you must say to confidently bring in ultra-profitable monthly work with your ideal clients in your next conversation.
How our clients are 10x their fees with existing clients and the process they use to so their clients are HAPPIER paying these higher fees.

Who Should Attend?

Accountant
Business Owner
CPA - Small Firm
CPA - Mid Size Firm
CPA - Large Firm
Accounting Firm
Young CPA
CPA in Business
Entrepreneurial CPA
Accounting Practice Owners
Entrepreneurial Accountant

Testimonial

4.4

(553)

60%

28%

David Shatz , EA(

Oct 30th 2019

Great presenter. Matt did a great job by keeping the pace of the webinar still and providing so much of information in such a short span of time. Your webinar was value-packed!!

Brendan Campbell , CPA(

Jan 22nd, 2021

Wonderful information.

Sarah Ferguson , CPA(

Jan 20th, 2021

great

Edmund Pascual , CPA(

Dec 30th, 2020

Fantastic!

Tenika Drakes

Dec 30th, 2020

This was amazing. About to start my own firm and SO GLAD I found this just at the right time. Thanks for the knowledge shared and the shift in mindset.

Kari Zehner , CPA(

Dec 27th, 2020

interesting information

ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS

Subject Area

Communications & Marketing

Webinar Qualifies For

Selfstudy Webinars

You need to register for the webinar to watch the video.

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

Overview

Course Description

Learning Objectives

Who Should Attend?

Additional details

NASBA APPROVED

About Presenter

Matt Solomon, Public Speaker

About Company

Center for Enlightened Business

FAQ

Refund/Cancellation Policy

Testimonial

4.4