MYCPE ONE

Breaking Boundaries: Transforming the Modern Accounting Firm for Success

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Conference Overview

The need for actionable insights in today's dynamic business environment is greater than ever. Accounting automation technology empowers finance teams to drive value and support modern business.

Join our virtual conference to gain knowledge and strategies from industry experts. Revolutionize your approach to accounting, and achieve long-term success.

Discover how Erik Solbakken CPA changed his accounting firm model to be able to work less whilst charging his clients more. Say goodbye to price wars and hello to increased profitability and client satisfaction. Learn about new business models by Philip Whitman that foster stronger client relationships, increase firm productivity, and address staffing and succession issues. Gain practical insights to transform your firm's model and leverage technology tools for advisory services.

Marketing expert Janel Sykora will focus specifically on accounting professionals seeking to enhance their marketing efforts, establish thought leadership, and optimize their firm's operations through outsourcing and offshore staffing. 

Finally, discover the dynamics driving industry growth and explore best practices for successful offshoring initiatives. From choosing the right partner to ensuring data security, scaling operations, and incorporating non-technical roles, this session will equip you with the knowledge to navigate the world of offshoring effectively.

Don't miss this opportunity to break boundaries and transform your accounting firm for success! Join our virtual conference and unlock the tools and strategies that will set you apart in the industry.

Enroll now and revolutionize your accounting firm's success!

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 4 Business Mgmnt and Org
Accountant/Bookkeeper/Tax Professionals 4 All
CPA in Canada 4 Business Mgmnt and Org
CMA 2 All
ACCA 4 All
CA - ICAEW 4 All
CA - Scotland 4 All
CA - Ireland 4 All
CPA - Ireland 4 All

Sessions

Jul 19th, 2023

Speakers:
Speaker Name
Erik Solbakken

President
Accountant Success Formula™

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In the competitive world of accounting, the ability to command higher prices while maintaining strong client relationships is crucial for long-term success. 

Join Erik Solbakken, CPA, in this transformative course as he shares his proven strategies to help accounting professionals break free from the cycle of price sensitivity and build a thriving practice. This session is designed to equip you with the knowledge and techniques necessary to position your services effectively, have impactful client conversations, and implement a value-based billing model.

Don't miss this opportunity to discover the blueprint for commanding higher prices without engaging in price wars. Enroll now to unlock the potential for increased profitability, greater client satisfaction, and a more rewarding accounting practice.

Learning Objectives

  • To explain the importance of positioning your services along the value curve to impact pricing.
  • To analyze effective strategies for client conversations that focus on the transformational value you provide, rather than the services you offer.
  • To explore the benefits of implementing a value-based billing model and how it can lead to increased profitability, reduced accounts receivable, and consistent cash flow.
  • To gain insights into the accountant success formula and its three keys to achieving higher prices, happier clients, and more free time.

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Accountant - ICAEW 1 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Philip Whitman

Owner
Whitman Transition Advisors LLC

For generations, the dominant business model in accounting has been built on two pillars: (1) providing clients with compliance-based deliverables such as tax returns, financial statements, and attestation, and (2) providing CPAs with a career path climbing from the staff room to the owner’s box.

But as Bob Dylan first sang nearly 60 years ago, the times are a-changin’. Many practitioners are implementing a new model that can broaden opportunities to build stronger relationships with clients and provide greater challenges for staff, all while increasing firm productivity and profitability. 

Join this online CPE session to understand what has changed, some of the advantages of a new model, and how to get started.

Learning Objectives

  • To explain the need for embracing a new business model in CPA firms in response to evolving technological advancements, changing client expectations, and shifting staff needs.
  • To recognize the benefits of adopting a new business model, such as improved firm productivity, profitability, and client relationships, as well as addressing staffing and succession issues.
  • To gain practical insights and strategies for transforming a CPA firm's business model, including identifying target clients, upskilling staff, rethinking billing protocols, and leveraging technology tools to support advisory services.

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Accountant - ICAEW 1 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Janel sykora

Chief Operating Officer (COO)
TaxExact, Inc.

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Calling all accounting professionals!

Are you seeking to distinguish your accounting firm from the competition, create a memorable impression within the industry, and truly shine amidst the massive pool of accounting services across the United States? 

If so, we have a robust solution for you: a comprehensive approach to marketing and branding specifically tailored for accounting firms.

Our detailed CPE course is designed to provide professionals with practical knowledge and strategies for effective client targeting, marketing, content creation, thought leadership, and leveraging outsourcing and offshore staffing. 

Attendees will learn how to identify their ideal clients and utilize that information to enhance their marketing efforts. They will also explore the concept of quality over quantity in marketing to sell more to existing clients. The course will delve into various content types and strategies suitable for busy professionals, such as blog posts, videos, and social media, helping participants make informed choices. Additionally, participants will discover techniques for positioning their firms as valued thought leaders, establishing credibility and authority in their industry. 

Join this CPE session it will cover the benefits of outsourcing and offshore staffing, emphasizing the importance of partnering with marketing professionals and delegating non-core tasks to maximize growth opportunities.

Learning Objectives

  • To identify your ideal client and leverage that information for strategic marketing decisions.
  • To emphasize quality over quantity in marketing to maximize sales to existing (ideal) clients.
  • To explore content types and strategies suitable for busy professionals and make informed choices.

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Accountant - ICAEW 1 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Vibhu Khanna

Director of Business Development
MYCPE ONE

Are you ready to stay ahead of the game and make the most out of outsourcing and offshoring? Join us for an interactive and engaging session on Offshoring Trends for Firms! It is anything but sales or boring - we promise a light-hearted, funny, and interactive get-together where you'll learn valuable insights on the latest trends in outsourcing and offshoring.

In today's dynamic business landscape, outsourcing and offshoring have become crucial strategies for organizations looking to increase efficiency, reduce costs, and tap into specialized talent. But how can you navigate this ever-evolving market and maximize the benefits of outsourcing and offshoring?

During our CPE Business Management session, we will delve into the dynamics that are driving the growth and evolution of the outsourcing and offshoring industry. From the rise of remote work and automation to the emphasis on cybersecurity, collaboration, and expansion into emerging markets, we will explore the key trends shaping the landscape.

Before offshoring, we will cover essential aspects such as best practices, choosing the right partner, and ensuring data security and privacy. We will guide you through the do's and don'ts, address concerns from your onshore team and clients, and help you understand the Indian ecosystem.

In the post-offshoring phase, we'll provide valuable insights on scaling offshoring, determining which tasks and roles to offshore, handling phase-wise growth, and overcoming challenges. We'll also address the importance of hiring senior talent, managing end client-facing roles, and exploring non-technical roles.

Join us for this engaging online session and gain practical strategies and knowledge to navigate the world of outsourcing and offshoring effectively. 

Learning Objectives

  • To discuss the current trends and dynamics driving the growth of outsourcing and offshoring.
  • To explain best practices and key considerations for successful offshoring initiatives.
  • To gain insights into choosing the right offshoring partner and ensuring data security and privacy.
  • To explore strategies for scaling offshoring operations and handling phase-wise growth.
  • To identify challenges and effective solutions in hiring senior talent, managing client-facing roles, and incorporating non-technical roles in offshoring setups

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Accountant - ICAEW 1 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Enhance Your Expertise with Erik Solbakken's CPE Courses.
Erik Solbakken

President
Accountant Success Formula™

Jul 19th, 2023

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Janel Sykora - Leading Expert in CPD Webinars for Canadian CPAs
Janel Sykora

Chief Operating Officer (COO)
TaxExact, Inc.

Jul 19th, 2023

View More
Philip Whitman
Philip Whitman

Owner
Whitman Transition Advisors LLC

Jul 19th, 2023

View More
Vibhu Khanna
Vibhu Khanna

Director of Business Development
MYCPE ONE

Jul 19th, 2023

View More

Reviews and Ratings

out of 5

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LG

Lindsay Gremmer,
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Great information to incorporate into my practice

BM

Brent Mitchler, Principal
5 ratingratingratingratingrating

Great overall mix of topics relevant to public practice firms.

Frequently Asked Questions

Virtual conference with MYCPE ONE 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.

MYCPE ONE 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 :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • 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.

The MYCPE ONE 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.


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



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