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An Intensive Learning Experience for Growth Minded Advisors and Accountants

Leveraging growth mindset to become more adept at helping clients

  • Price

    FREE

  • Total Credits

    15.5 Credit

    5.0

An Intensive Learning Experience for Growth Minded Advisors and Accountants

Overview

The key to moving forward is drawing on a growth mindset and grateful attitude to fuel your next steps. Having an attitude that embraces growth is crucial to a successful growth formula. However, with intensive learning experiences, the growth mindset can achieve greatness. This online event is aimed to support accountants and advisors rich with a growth mindset. 

Key attractions of this virtual conference: 

  • Powerful presentations from successful advisors, CPAs, and business experts across the five disciplines of a Virtual Family Office.
  • Panel discussions: designed to dive deeper into the most important issues. 
  • Access to systems, best practices, and people who can help you build strong professional alliances. 
  • Insights on how to build a more powerful, resilient, and relevant business. 
  • Tips to create more connection and value for high net worth clients. 
  • Tools to drive your development as a leader and to scale your client acquisition activities.

This virtual conference covers the following Key Topics:

  • Advanced planning strategies from tax experts in our Virtual Family Office
  • How to sharpen your marketing message and cut through the noise
  • Taking the guesswork out of winning more ideal clients
  • The secrets to creating quantum growth
  • Understanding and developing the CEO mindset
  • Why the key to your success is harnessing the power of self-awareness
  • Why building a repeatable process is critical to scaling your business
  • How to work with a Virtual Family Office to increase value
  • The role of technology and the future of advising  
  • The keys to transforming from 20th-century accountant to 21st-century advisor
  • Technical strategies for successful business owners and highly compensated W2 employees

This virtual conference leverages the expertise of the top thought leaders and technical specialists of the financial industry for motivation, tools, and strategy to turn around a tough year. The business building activities performed in the traditional ways have now turned out to be old stuff in the modern-day challenges as it doesn’t work anymore. However, the only way to deal with massive challenges is to decide how we adjust and control what we do in response.

It is for growth-minded accountants and advisors – the ones that want to have an impact that maximizes the value for the clients. If you want to focus both on marketing and personal development by being part of the evolution, this virtual conference is for you.

This virtual conference is designed to not only help you become a better advisor or accountant, but also a better leader and business owner. With the knowledge and tools you gain from this virtual conference, you will be equipped to build a truly remarkable business that can scale rapidly and sustain long-term growth. Most importantly, you will become a business leader capable of developing rewarding professional alliances and an elite 21st-century practice.


Completed

Continuing Education Credits

The sessions of the conference qualifies for

  • 11 CPD Credit for all CPA (CA)
  • 11 CPE Credit for all CMA
  • 10.5 CPE Credit of Business Management and Organization for CPA (US)
  • 3 CPE Credit of Taxes for CPA (US)
  • 0.5 CPE Credit of Personal Development for CPA (US)
  • 1 CPE Credit of Communications & Marketing for CPA (US)
  • 0.5 CPE Credit of Finance for CPA (US)
  • 7.5 CPD Credit for all ACCA
  • 3.5 PL Credit for all CFA
  • 2.5 CE Credit for all EA
  • 2.5 CE Credit for all Oregon Tax Prep.
  • 2 CPD Credit for all TEP
  • 2.5 CE Credit for all CTEC
  • 3 CE Credit for all CSA
  • 2.5 CE Credit for all Maryland Tax Prep.
  • 1.5 CE Credit for all AFSP
  • 1 CPE Credit for all CIA
  • 0.5 CPE Credit for all CPM (CA)
  • 0.5 CPE Credit for all CVA
  • 2 CPD Credit for all CPA/PFS

Speakers

Anton Anderson

CPA (US)

Mr. Anderson began his career in 2003 with Smith Barney while studying business. He graduated from the University of California, Santa Barbara in the top 3% of his class. In 2008 he co-founded SPL Financial, which grew into a thriving practice. He has developed a diverse career as an investor, advisor, and CPA consultant. He’s also developed patent-pending systems that leverage technology to provide more proactive and holistic advice for CPAs clients.

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Randy Fox

Randy A. Fox, CFP®, AEP® is the founder of Two Hawks Consulting, LLC. and a nationally known wealth strategist, philanthropic estate planner, educator and speaker. He is also the co-founder of EzCharitable, LLC, an online training resource for professional advisors who wish to expand their capabilities in philanthropic giving. Mr. Fox has authored hundreds of articles and presentations for attorneys, financial advisors, CPAs and HNW families. He is the Editor in Chief of Planned Giving Design Center, a national newsletter and website for philanthropic advisors.  Mr. Fox attended Washington University in St. Louis where he studied Chinese and Political Science

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S. Craig Stone II

Attorney S. Craig Stone II, CPA, CFP, JD is the principal and president of Stone Law Offices, Ltd. He has been practicing in the State of Nevada since 1993 and provides legal counsel to affluent clients and families in the areas of wealth transfer and preservation strategies, including general estate planning, sophisticated tax planning, charitable planning and planned giving, business exit and succession planning, and domestic and international asset protection planning.  Mr. Stone earned a B.S. in Accounting from Christian Brothers University in Memphis, TN and a Juris Doctor degree from Washington University School of Law in St. Louis, MO

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Jena Wilson

Miss Wilson graduated from Rutgers University in New Brunswick, NJ with a bachelor’s degree in Communication. Jane of all trades, Jena has a decade of experience in marketing, sales, event management, and hospitality. She has been a team member of both HaydenRock Solutions and Elite Mastermind since their inception and has been instrumental in developing meaningful relationships with Accountants and Advisors alike.


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Krista Clive-Smith

I'm a Personal Branding expert and serial social entrepreneur with a passion for helping individuals realize their full potential as human *beings*, not just as humans doing.

As a CEO, speaker, writer, and philanthropist, my goal is to empower people to live their best lives daily and work toward the practice of greatness, even when no one's watching.


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John Grady

John Grady is a Senior Vice President at CBRE. He partners with Senior Vice President Jackie Orcutt, specializing in institutional landlord and buyer representation, industrial and office leasing and sales. John implements creative strategies in tenant and landlord representation across all aspects of real estate including leasing, subleasing, and sales/purchases for tenants and landlords. With a primary focus in tenant representation, John prides himself in a strong work ethic, the highest level of client service and extensive knowledge of local market trends, statistics, vacancies, and market rents.

A top 30 broker in the metro Phoenix office, John has been involved in more than 1500 real estate transactions over the course of his career and is consistently at the top of production lists. Previously with Cushman & Wakefield, he was the firm’s top individual industrial broker in 2015. He was also named their Emerging Broker of the Year and Rookie of the Year in 2013 and 2007 respectively, and was honored with a CoStar Power Broker award from 2013-2020.

John is licensed in both Arizona and California and is a Certified Global Supply Chain Services Specialist. Additionally, he is a member of NAIOP and the Council of Supply Chain Management Professionals.


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Todd Steinberg

I work exclusively with accounting and tax professionals to help them buy and sell practices nationwide. Since 1994 I have helped facilitate the sale of hundreds of firms nationwide.

Sellers - Your practice is not just an asset - it is collection of deep personal relationships you have built up over many years of hard work. It is your legacy. Entrusting all of this to someone new can be overwhelming. We walk you through the entire process - covering the emotional, financial, and logistical aspects of this once-in-a-lifetime transaction. You will know that your legacy lies in the right hands.

Buyers - For those looking to expand through acquisition, our buyer program offers unparalleled opportunities to purchase high-quality practices. Our due diligence process ensures that you are making a solid investment in a client base that will integrate well with your own practice. We want you to have a regret-free acquisition that helps you achieve your goals.

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Bruce Gendein

A sought-after speaker on the topic of Qualified Retirement Plans, Bruce spends much of his time touring the country to share his insights with financial services professionals—financial advisors, brokers, CPAs, insurance agents, and attorneys. He has addressed MDRT’s Top of the Table, LIMRA’s Advanced Sales Forum, the Arizona Institute, and NAIFA and SFSP chapter meetings, as well as corporate educational symposiums nationwide.

A financial services industry veteran, Bruce has been in the business for more than 30 years, helping successful individuals and advisors tackle complex financial and retirement planning challenges. As president and co-founder of The Senex Group, Bruce has worked with advisors nationwide to deliver seamless solutions that enable them to provide complete, end-to-end qualified retirement plans to their clients and generate a significant new revenue stream.

Prior to founding The Senex Group, Bruce built a successful financial and retirement planning firm that served more than 850 clients from three offices in the Midwest. As a financial advisor, he started a third-party pension administration firm, was named “rookie of the year” for a major mutual life insurance company, and qualified for MDRT in his first year in the life insurance business. He has held Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations for more than three decades, and remains committed to advancing the knowledge and capabilities of fellow advisors to help them better serve their clients.


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Session Details

Anton Anderson
Anton Anderson

CPA (US)

Date

Nov 3rd, 2021

Time

09:00 AM – 10:00 AM
1 Credits

Behavioral Leadership

During this presentation the audience will learn about behavioral leadership as it relates to forming a strong team dynamic. We will cover the importance of Mission, Values, and Company Culture. The attendees will be encouraged to build exercises into their company meetings where team members implement these into real life examples. 

Learning Objectives

  • To help attendees understand the importance of intentional leadership and how behavioral leadership can create a more engaged team. 
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Business Management and Organization for all CPA (US)
  • 1 CPD credit of for all ACCA

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

10:00 AM – 10:15 AM PST

Randy Fox

S. Craig Stone II

Date

Nov 3rd, 2021

Time

10:15 AM – 11:45 AM
1.5 Credits

Advanced Income Tax and Estate Tax Planning

During this session, Randy Fox and Craig Stone will cover several advanced income tax and estate tax planning tools and strategies. They will also discuss how each of these tools and strategies can be used together to create synergy for clients. 

Learning Objectives

To help the attendees understand the power of advanced planning tools and strategies and give them a resource when they come across future client needs. 

  • 1.5 CPE credit of Taxes for all CPA (US)
  • 1.5 PL credit of for all CFA
  • 1 CE credit of for all EA ( Course No. GEHNZ-T-00771-21-O )
  • 1 CE credit of for all Oregon Tax Prep. ( Course No. GEHNZ-T-00771-21-O )
  • 1.5 CPD credit of for all TEP
  • 1 CE credit of for all CTEC ( Course No. 6273-CE-0714 )
  • 1.5 CE credit of for all CSA
  • 1 CE credit of for all Maryland Tax Prep. ( Course No. GEHNZ-T-00771-21-O )

Subject Area:

Taxes

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

11:45 AM – 01:00 PM PST

Anton Anderson
Anton Anderson

CPA (US)

Date

Nov 3rd, 2021

Time

01:00 PM – 01:30 PM
0.5 Credits

The Seven Dynamics of Change

During this session, Anton will use an article by Ken Blanchard to review the seven dynamics of change and relate it to the shifts going on in the accounting industry. He will then talk about the role of the company leader to anticipate each phase of change and help their team adapt successfully. 

Learning Objectives

To learn how to lead staff members through the current industry shifts towards proactive and holistic planning. 

  • 0.5 CE credit of for all AFSP ( Course No. GEHNZ-T-00772-21-O )
  • 0.5 CPE credit of Taxes for all CPA (US)
  • 0.5 CE credit of for all EA ( Course No. GEHNZ-T-00772-21-O )
  • 0.5 CE credit of for all Oregon Tax Prep. ( Course No. GEHNZ-T-00772-21-O )
  • 0.5 CE credit of for all CTEC ( Course No. 6273-CE-0715 )
  • 0.5 CE credit of for all Maryland Tax Prep. ( Course No. GEHNZ-T-00772-21-O )

Subject Area:

Taxes

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Date

Nov 3rd, 2021

Time

01:30 PM – 03:00 PM
1.5 Credits

Panel Discussion Focused on Proactive Tax Planning

Anton will lead a panel discussion with 2 other accountants about their implementation of proactive tax planning. It will explore their client communication process, planning results, and billing structure. 

Learning Objectives

Give the attendees a real life look at how other accountants have successfully implemented proactive tax planning.

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Anton Anderson
Anton Anderson

CPA (US)

Date

Nov 4th, 2021

Time

08:55 AM – 09:55 AM
1 Credits

Proactive and Holistic Planning

During this presentation the audience will learn about upgrading their value proposition to a 21st Century model - which embraces the concept of the Virtual Family Office and eliminates the outdated referral model.  

Learning Objectives

Understand the importance of integrating strategic partners and sophisticated planning tools to provide broader scope of service.

  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Business Management and Organization for all CPA (US)
  • 1 CPD credit of for all ACCA

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

09:55 AM – 09:45 AM PST

Randy Fox

S. Craig Stone II

Date

Nov 4th, 2021

Time

09:45 AM – 10:45 AM
1 Credits

Personal Branding: The Business Model of the Future

In the modern-day competitive business world, having a strong personal brand has become a critical part of a professional career. Personal branding assists in articulating who you are, and what do you offer to serve people with your unique strengths to deal with modern-day challenges.

Whether one has deliberately created it or not, everyone possesses a brand. One’s brand includes many things. It is created from how one appears, chose to have a conversation, and behaves. The brand affects everything from how people respond to you, how your coworkers perceive you, whether they want to work with you, and if they want to get you your desired promotion. 

This virtual event covers the following Key Topics on the subject: 

  • What is a personal brand?
  • Why does having a personal brand matter irrespective of your profession in this age?
  • How you can start your brand?
  • How can you leverage your brand to build real valuable connections?
  • What will help you to strengthen your brand?
  • Which kind of content should you create to maintain your brand?
  • How should you manage your branding accounts without getting overwhelmed?

Learning Objectives

  • To recognize a personal brand.
  • To explore the importance of personal brand in the modern-day.
  • To identify how you can start.
  • To recognize how to manage your personal brand.
  • To explore managing your branding accounts without getting overwhelmed
  • 1.5 CPE credit of Taxes for all CPA (US)
  • 1.5 PL credit of for all CFA
  • 1 CE credit of for all EA ( Course No. GEHNZ-T-00771-21-O )
  • 1 CE credit of for all Oregon Tax Prep. ( Course No. GEHNZ-T-00771-21-O )
  • 1.5 CPD credit of for all TEP
  • 1 CE credit of for all CTEC ( Course No. 6273-CE-0714 )
  • 1.5 CE credit of for all CSA
  • 1 CE credit of for all Maryland Tax Prep. ( Course No. GEHNZ-T-00771-21-O )

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

10:45 AM – 11:00 AM PST

Anton Anderson
Anton Anderson

CPA (US)

Date

Nov 4th, 2021

Time

11:00 AM – 11:30 AM
0.5 Credits

Advanced Planning Solutions for Selling Real Estate

The pandemic and its changes have been rapid for Real estate just like all the other business domains. It has caused massive problems for thoughtful years of investment planning for big investors and businesses. Many traps, special rules, and planning opportunities are now in practice like never before and can cause problems for unwary participants.  

In this online session, John Grady will assist with diversified solution sets to deal with the new challenges. It will cover the following aspects of benefits, advantages, and possible risks of

  • 1031s
  • DSTs
  • 721s
  • Opportunity zones. 

Learning Objectives

  • Understand the benefits and risks of 1031s.
  • Understand the benefits and risks DSTs.
  • Understand the benefits and risks of 721s.
  • Understand the benefits and risks of Opportunity Zones.
  • 0.5 CE credit of for all AFSP ( Course No. GEHNZ-T-00772-21-O )
  • 0.5 CPE credit of Taxes for all CPA (US)
  • 0.5 CE credit of for all EA ( Course No. GEHNZ-T-00772-21-O )
  • 0.5 CE credit of for all Oregon Tax Prep. ( Course No. GEHNZ-T-00772-21-O )
  • 0.5 CE credit of for all CTEC ( Course No. 6273-CE-0715 )
  • 0.5 CE credit of for all Maryland Tax Prep. ( Course No. GEHNZ-T-00772-21-O )

Subject Area:

Taxes

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Date

Nov 4th, 2021

Time

11:30 AM – 12:00 PM
0.5 Credits

Succession Planning: Keys to Buying & Selling A Practice

For CPA firms that believe in the long-term practice of delivering valued services for years while incorporating the changes that the shifting age requires, succession planning is important. To ensure order for the change in power game and management of the key responsibility is the base cause of the keeping a succession plan ahead of the time. This virtual conference will assist the attendees as to which factors they need to consider for the long-term stability of their firm.

In this CPE/CPD event Todd Steinberg covers the following Key Topics: 

  • What is succession planning?
  • Why is it necessary for a CPA firm?
  • Which are the important factors to consider in the policy of succession planning?
  • Which are the factors to look for while buying & selling a practice?

Learning Objectives

  • To identify succession planning and its role for CPA firms
  • To recognize the importance of succession planning
  • To explore the types of  succession planning
  • To identify key policy decisions for a CPA firm that desire to implement succession planning
  • To recognize key factors while buying & selling a practice. 

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

12:00 PM – 01:15 PM PST

Date

Nov 4th, 2021

Time

01:15 PM – 01:45 PM
0.5 Credits

Understanding Modern Qualified Plans

To build a comfortable, fun, and secure retirement requires a great deal of agility in retirement planning. This online CPE event is aimed to guide the shifting space of modern-day qualified plans. The financial industry veteran Bruce Gendein will enlighten with the opportunities and challenges of the post-pandemic pension plans. This online event will also explore the subjects of the implementation of a variety of tools to manage retirement plans and achieve positive outcomes through qualified plan strategies.  

Learning Objectives

  • To explore opportunities and candidates for Pension Plans.
  • To recognize how a life insurance strategy improves Pension Plans.
  • To identify qualified plans strategies. 

Subject Area:

Taxes

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Krista Clive-Smith
Krista Clive-Smith

Date

Nov 4th, 2021

Time

01:45 PM – 02:15 PM
0.5 Credits

Secrets from a $45m Accounting Firm

The 21st century has proven to be a century of great challenges rather than opportunities for most service industries such as accounting. Despite the increasing transformation from traditional accounting firms to advisory firms, business success seems to be a distant target.

This online CPE event is aimed to broaden the vision of the CPAs, and accounting practices who are ready to take another step in the direction of business success. Becoming the most trusted advisory is no longer the unique status. The relevance of the advisory is the new factor that the customers rather look for. Paul Lathem will explore how you can use the desire to change into the transformation of your business and compete successfully in the modern-day challenges. 

Learning Objectives

  • To explore the outlook for the Accounting industry for 2021 and beyond
  • To recognize how to achieve the transformation to a successful business practice
  • To identify the shifts required in the key objectives, visions, plans, and resources to deal with 21st-century challenges.
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Business Management and Organization for all CPA (US)
  • 1 CPD credit of for all ACCA

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

02:15 PM – 02:30 PM PST

John Grady
John Grady

Date

Nov 4th, 2021

Time

02:30 PM – 03:00 PM
0.5 Credits

Conscious Leadership in Action

Perhaps more than ever before, keeping up with workplace demands takes strong business leadership in the modern-day competitive business environment. Knowing how to organize and leverage the talent of yourself and your staff is one of the key aspects. How the future of the leadership will look?

The award-winning author Jeff Deckman will explore into the idea of the future of leadership for modern-day professionals. This online CPE session will enlighten the fundamental differences that impact leadership. It will also try to recognize how the leadership model can be a game-changer for those who embrace it. 

Learning Objectives

  • To identify what is conscious leadership
  • To explore the fundamental difference of leadership models
  • To recognize the new methods of conscious leadership 
  • To explore the characteristics of conscious leadership 
  • 0.5 CPE credit of Taxes for all CPA (US)

Subject Area:

Personal Development

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Todd Steinberg
Todd Steinberg

Date

Nov 4th, 2021

Time

03:00 PM – 03:30 PM
0.5 Credits

Adding Bandwidth at the Partner Level

Having a strategic advantage is one of the most important aspects of the rapidly shifting business environment. Building a firm in isolation limits the growth potential of a business. It is a widely known fact that any business cannot succeed and prosper without strong relationships. Therefore aligning practices and business professionals have become a critical step in business growth and survival. 

This virtual CPE event is aimed at how you can strengthen your partnership relations to notch up your business performance. This event will cover the following key topics: 

  • How to  the potential for growth in the partner
  • Taking time to understand the business and aspects of your partner
  • Avenues to reach a win-win solution for long-term growth

Learning Objectives

  • To recognize the potential for growth in the partner.
  • To identify the business and aspects of partnership that is important.
  • To explore the avenues that deliver win-win every time
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of Business Management and Organization for all CPA (US)
  • 0.5 CPD credit of for all ACCA

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

03:30 PM – 03:45 PM PST

Bruce Gendein
Bruce Gendein

Date

Nov 4th, 2021

Time

03:45 PM – 04:45 PM
1 Credits

How to Leverage Digital Marketing

In the rapidly changing digital world, customers have found it convenient to be present on the online marketplace. That is why that is where the companies who want to be successful should not only embrace, but master their online presence. 

Digital marketing benefits businesses of all sizes by giving access to the mass market at an affordable price. Despite the number of challenges, it is one of the best choices to take the personalized approach for marketing. This virtual CPE event explores digital marketing to take the business to another height. Leveraging digital marketing gives a unique advantage to the 

This online CPE event covers the following Key Topics:

  • What is digital marketing?
  • How does it help deal with the modern-day business challenges
  • How you can leverage digital marketing to level up your business

Learning Objectives

  • To identify the role of digital marketing in the modern-day challenging business environment
  • To recognize ways to leverage digital marketing to gain business advantage
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of Taxes for all CPA (US)
  • 0.5 PL credit of for all CFA
  • 0.5 CPD credit of for all TEP

Subject Area:

Communications & Marketing

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Anton Anderson
Anton Anderson

CPA (US)

Date

Nov 5th, 2021

Time

09:00 AM – 09:30 AM
0.5 Credits

Defining and Refining the Virtual Family Office

Traditional CPAs are facing so many challenges and risks within their practice today because they are using strategies with traditional success results. The fact is that the modern-day challenges and risks can best be met by modern-day solutions. Many are losing some of their very best clients for a variety of reasons. Specifically, these clients feel that they are not getting what they "want" from their current CPAs. This virtual conference introduces the modern-day evolution of virtual family office that has the potential not only to survive the businesses but thrive and prosper their best of potential.

The advisors or accountants who are not working with a team of advanced planning specialists across the five disciplines of a Virtual Family Office - Tax Planning, Legal, Wealth Management, Risk Mitigation, and Business Advisory - then not only are you underserving your clients, but you are also not maximizing your business potential.

Learning Objectives

  • To explore and deliver what your very best customers really want.
  • To become the most unique and differentiated CPA with Virtual Family Office.
  • To recognize how you can retain, attract and monetize your affluent client relationships with value delivery.
  • To identify how to access the best and brightest team.
  • To explore building better relationships with your clients and monetize them. 
  • To recognize how to create time for your important clients
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Business Management and Organization for all CPA (US)
  • 1 CPD credit of for all ACCA

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Date

Nov 5th, 2021

Time

09:30 AM – 10:00 AM
0.5 Credits

Secret Sauce of a Barron's Hall of Fame Advisor

The hard part for most advisors isn't giving the advice or giving a great client experience, it's actually finding more clients.” 

Financial advice is a long game. At its core, it's about ensuring clients have enough money to fund their needs, wants, and dreams through the end of their lives. The best advisors are those who can demonstrate sustained excellence over a long period and whose practices are set up to serve clients well, even after the advisor has retired or otherwise left the business.

In the CPE session The Advisor Financing Forum, Jonathan Kuttin, President of Kuttin Consulting Group and a top Barron’s advisor will share his personal experience on completing over 35 acquisitions throughout his career.

Listen to Jonathan as he will cover the following major topics in this CPE session:

  • Growth: acquisition versus organic
  • The critical role of scalability
  • How financing and deal structure outweigh the purchase price of a practice

Learning Objectives

  • To identify proven techniques for growth and client acquisition
  • To discuss the role of scalability

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

10:00 AM – 10:15 AM PST

Date

Nov 5th, 2021

Time

10:15 AM – 10:45 AM
0.5 Credits

Advanced Planning Solutions for Selling Real Estate

Saving on taxes means more money for you, your family, and your real estate investments. Learning tax strategies could be the easiest money you ever make!

When it comes to taxes, it’s not about how much money you make—but how much money you actually keep. Are you tired of working hard all year, just to lose the largest chunk of that money to the IRS?

Believe it or not, the U.S. tax system is filled with loopholes designed specifically to benefit real estate investors just like you. In this comprehensive CPE session, the speaker brings you more strategies to slash your taxes and turn your real estate investments into a tax-saving machine

Learning Objectives

  • To discuss tax-deferral and tax-free techniques to significantly increase your return on investments
  • To describe how to supercharge your nest egg with self-directed investment strategies
  • To discuss everything, you need to know to take advantage of the opportunity zone tax benefits
  • To discuss strategies to take cash out of a 1031 exchange without paying taxes
  • To describe how to take advantage of the tax reform benefits in all of your real estate deals
  • To discuss common retirement-investing tax traps and how to avoid them

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Anton Anderson
Anton Anderson

CPA (US)

Date

Nov 5th, 2021

Time

10:45 AM – 11:15 AM
0.5 Credits

Avoiding the Monkey Trap

The monkey trap involves making a hole in a coconut large enough to fit the monkey’s hand through, but not large enough to pull it back out with a handful of nuts.

The trap relies on greed because the monkey refuses to let go of the nuts to free himself which results in him being captured or killed.

As you probably could have guessed, this is an analogy for getting killed in a bull market as a result of being greedy and unwilling to leave any gains on the table.

It will be essential to go in with a plan, otherwise, the odds are you’ll become a victim of our own ”monkey trap”.

The speaker of this CPE session will discuss how you can mentally prepare to leave some nuts on the table.

Learning Objectives

  • To discuss primary and secondary exit considerations
  • To identify technical considerations for exiting
  • To discuss behavioral considerations for exiting
  • 0.5 CE credit of for all AFSP ( Course No. GEHNZ-T-00772-21-O )
  • 0.5 CPE credit of Taxes for all CPA (US)
  • 0.5 CE credit of for all EA ( Course No. GEHNZ-T-00772-21-O )
  • 0.5 CE credit of for all Oregon Tax Prep. ( Course No. GEHNZ-T-00772-21-O )
  • 0.5 CE credit of for all CTEC ( Course No. 6273-CE-0715 )
  • 0.5 CE credit of for all Maryland Tax Prep. ( Course No. GEHNZ-T-00772-21-O )

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

11:15 AM – 11:30 AM PST

Anton Anderson

CPA (US)

Jena Wilson

Date

Nov 5th, 2021

Time

11:30 AM – 12:30 PM
1 Credits

Panel Discussion Accountants & Advisors

Investing in offshore staffing services has proved to be a life-altering experience for numerous professionals around the world, they swear by the cost-effectiveness and peace of mind that comes naturally with offshore staffing.

Maintaining a sense of team and managing the team experience is critical. We want to explain everything that we could about better offshore staffing, including its challenges, how people feel about it, and the best ways to engage and enable integration and smooth working of local and offshore staff together and learning directly from the feedback, suggestions, reviews of our clients (your peers)

In this CPE session, we would be discussing some common concerns and challenges around offshoring and available approaches and solutions. Come forward with challenges that either you are facing or anticipate to face and we will possibly try to resolve them.

Major topics covered in this panel discussion:

  • The benefits of offshore staffing.
  • The challenges of offshore staffing.
  • Solutions for the challenges of offshore staffing.


Learning Objectives

  • How to engage and integrate the Onshore/Offshore Team?
  • How to manage the change of offshoring in the firm involving Client & Team Perspective?
  • How to restructure roles & responsibilities? We will also show a small exercise that may help.
  • Managing Accountability & Reporting of Offshore Team
  • Best Practices of working in a unified culture of Onshore/Offshore teams and building harmony. 
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Business Management and Organization for all CPA (US)
  • 1 CPD credit of for all ACCA

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

12:30 PM – 01:30 PM PST

Krista Clive-Smith
Krista Clive-Smith

Date

Nov 5th, 2021

Time

01:30 PM – 02:00 PM
0.5 Credits

Building & Integrating Remote Teams (Offshore & Onshore)

In this digital era, working with offshore teams has become a common thing for most businesses. Moreover, blending your onshore and offshore teams has great potential, and it results in incredible business growth. Perhaps, it is one of the important elements of outsourcing. As it has a great impact on your business growth, you mustn’t fail to integrate your offshore outsourcing team with your onshore team. This will result in miscommunication and work inefficiencies. To ensure that you’re integrating both these efficiently and effectively.

Major topics covered in this online CPE session:

  • How to create a training plan?
  • How to identify key result areas
  • How to introduce an offshore team into your business culture

Learning Objectives

  • To describe how to establish a training plan and the key performance areas for your offshore team
  • To provide important tips on how to inculcate your business culture in the offshore team
  • To provide suggestions on how to integrate both your offshore and onshore teams, thus ensuring the transformational business growth you aimed for.
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Business Management and Organization for all CPA (US)
  • 1 CPD credit of for all ACCA

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Date

Nov 5th, 2021

Time

02:00 PM – 02:30 PM
0.5 Credits

A Wider Application of Premium Financing

Premium financing is a program in which a business, a trust, or an individual borrows premiums from a third-party lender unrelated to the insurance company issuing the life insurance policy. This seminar will discuss how to set up a premium financing arrangement, and also identify some unique situations in which premium financing can be used to fund an IRC § 1035 exchange, or can rescue split-dollar cases.

Major topics covered in this online CPE session:

  • Premium Financing
  • Premium Financing as a Tool: Standard Model
  • Gift Tax Issues
  • Estate Tax Issues

Learning Objectives

  • To discuss why life insurance is an important part of any high net-worth client’s financial picture
  • To discuss how to set up a premium financing arrangement, and also identify some unique situations in which premium financing can be used to fund an IRC § 1035 exchange, or can rescue split-dollar cases

Subject Area:

Finance

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

02:30 PM – 02:45 PM PST

Todd Steinberg
Todd Steinberg

Date

Nov 5th, 2021

Time

02:45 PM – 03:45 PM
1 Credits

Case Study on Advanced Planning for HNW Client

This CPE session aggregates several different subjects that are relevant to planning for high-net-worth clients—federal, state, and international income tax planning, estate planning, estate tax planning, asset protection, and offshore holdings along with case studies. Through this CPE session, you will be able to review a selected number of contemporary planning strategies and learn about real-life case studies. This CPE session is intended to be challenging and will require active engagement and participation.

Major topics covered in this online CPE webinar:

  • Income taxation—including individual, partnership, corporate and international
  • Estate taxation
  • Estate planning
  • Asset protection planning
  • Trust planning

Learning Objectives

  • To identify different planning strategies for income tax planning, estate planning, offshore holdings
  • To review case studies on the subject and gain practical knowledge over the related matters
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of Business Management and Organization for all CPA (US)
  • 0.5 CPD credit of for all ACCA

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

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Frequently Asked Questions

This is a virtual event and shall be held on Zoom Application. The handout material for each session shall be available for download on the conference/workshop detail page.

Virtual conference with myCPE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

The duration of this event can be seen below its title. The credits for this conference/workshop are also mentioned below the title.

The Specific Takeaways and the purpose of this event is mentioned in the ‘Overview’ and ‘Session Details’. Additionally, by attending a Live Virtual Event you can experience the interactivity equivalent to an in-person conference without having to leave your screens or risk your lives especially post pandemic situations. Nevertheless, bulk CPE/CE is an icing on the cake.

myCPE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

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  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

A live virtual event enables remote participants to access live, interactive networking opportunities and content through their computers/other digital devices, no matter where they are located. These events can be conducted in multiple formats;

Conference: A virtual conference is an activity, organised in a way that participants can meet and discuss themes of common interest through the use of communication tools at a central location on the Internet

Workshop: A workshop is not very different from a conference. The key point that makes a workshop unique is that it is a brief intensive educational program for a relatively small group of people that focuses especially on techniques and skills in a particular field.

The myCPE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.

You can cancel your registration for a premium conference/workshop at any time before the start of the event. Upon successful cancellation the entire amount shall be credited to your myCPE wallet within 24-48 working hours. The balance in your myCPE wallet can be used to register for premium live webinars, premium self-study webinars, myCPE package courses or any other future virtual conference/workshop.

All the upcoming virtual events can be seen listed under the ‘Virtual Events’ tab on the homepage of myCPE (www.my-cpe.com).

A unique joining link will be shared with you on your registered email ID once you have registered for a conference. You can join in using the unique link at the scheduled time of the event. Also, the events that you have registered for are visible in your myCPE account under ‘My Virtual Events’ section >> under the ‘Upcoming Virtual Events’ tab. CLICK HERE to login to your account.

myCPE recommends that you verify if your digital device is compatible with the ZOOM software prior to attending the live events on myCPE (www.my-cpe.com)

For every Session you attend in a Virtual Event, you need to remain logged into the session till the end and answer the polling questions asked during the event. Once you have fulfilled these two criteria, you shall receive an evaluation form in the next 24 hours. You will receive an email with the link to complete the evaluation form and it will also be available in your myCPE account under the 'My Virtual Events’ section, under the 'Pending Evaluation' tab. Once you complete the evaluation form, you will receive an email with your credit certificates and the same shall also be available in your myCPE account under the 'My Certificates' tab. The link in the certificate email is for downloading the certificates. If the event qualifies for multiple certificates, each certificate will be available for download.

Once you complete the evaluation form, you will receive an email with your credit certificates and the same shall also be available in your myCPE account under the 'My Certificates' tab. The link in the certificate email is for downloading the certificates. If the event qualifies for multiple certificates, each certificate will be available for download

During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com

Yes, each live virtual conference/workshop shall be recorded and the recording of the same can be made available to on request. However, the recording shall not be eligible for continuing education credits.

If you’re a new user, you will have to sign-up at www.my-cpe.com to register for a virtual event. Click Here for a free sign up to myCPE. If you’re an existing user, you need to log in to your myCPE account.

Once you’re logged into your myCPE account, you can click on the ‘Virtual Event’ tab, scroll down to view the upcoming Virtual Events. There is a Register Button on each event detail page. Once you click on REGISTER, you will receive a prompt pop up that you have registered for the event. If it is a premium event then you will first be redirected to the payment page and after paying the amount you will receive a prompt pop up that you have registered for the event.

You can cancel your registration to any event from your myCPE account. Look under My Virtual Events >Upcoming Events. Simply click “Cancel Event” against the event that you do not wish to attend. If you cancel your registration for any paid event, the amount shall be credited in your myCPE wallet within 24-48 hours.