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Business and Industry Connect 2022

FREE

Total Credits

5 CPE

Live Conference

May 6th, 2022

Business and Industry Connect 2022

Business processes, global markets, information exchanges, and higher education are all undergoing radical transformations. The accounting profession, broadly defined, is not immune to the forces behind these changes, and it is being challenged to adopt new technologies, practices, and frameworks to strengthen its role as a foundation to our prosperous society.

The theme for the Business & Industry Connect 2022 CPE Conference is to set the stage to share new and forward-looking information and leading practices in the pursuit of excellence. As Accounting Professionals are increasingly becoming trusted advisors, and an integral part of an organization, they are compelled to broaden their arsenal of skills.

This CPE conference will prepare the accounting professionals to embrace and learn new technologies and implement new tools and techniques to effectively respond to shifting business and risk landscapes. The goal is to equip the profession with the resources it needs to stay current with the latest developments and advancements and scale new heights in bringing significant value to businesses around the world.

And, of course, now that we’ve been disrupted by COVID-19 for over a year, new practices about the future of business will be shared. This CPE conference will cover a myriad of topics including an economic overview, 2022 technology updates, cybersecurity, the new emerging workplace, leadership skills, effective virtual communication, improving productivity, leading virtual teams, staying motivated in challenging times, building better work/life balance, and more!

The speakers at the conference will offer fresh ideas, constructive collaboration, hands-on learning, deep dives into complex topics, and a look ahead at what’s coming next for the industry!

This Conference is designed to meet the diverse demands of your job—with specific updates in business and economic trends, technology, A&A, tax, fraud, and personal development. It’s specifically developed to give you key knowledge to take back to your organization.

You will experience transformative changes through:

  • Data-driven research and financial insights
  • Accounting best practices shared by experts
  • Business and management intelligence applied to real-world situations
  • Tech innovation to reshape the way you and your organization operate

So, if you're an individual looking to take charge of your career, or a manager wanting to upskill your team, this CPE event will give you a timely boost to shift your thinking. 

Don't miss this opportunity to hear priceless insights from industry thought leaders, helping you to set and achieve your goals and to lead the way in your own sphere.

Continuing Education Credits

The sessions of the conference qualifies for

  • 5 CPD Credit for all CPA (CA)
  • 4 CPE Credit for all CFE
  • 5 CPE Credit of Business Management and Organization for CPA (US)
  • 5 CPD Credit for all CA - ICAEW
  • 4 CPD Credit for all ACCA
  • 5 CPD Credit for all CA - Ireland
  • 5 CPD Credit for all CA - Scotland
  • 5 CPD Credit for all CPA - Ireland
  • 4 CE Credit for all CFIRS
  • 4 CE Credit for all CWS
  • 4 CPE Credit for all CMA

Manish Gupta

Date

May 6th, 2022

Time

10:00 AM – 11:00 AM
1 Credit

How OKRs are helping my team remain focused in chaos and uncertainty

OKRs help you track and measure progress.

Track your progress regularly. Ideally weekly. Record how you are doing towards your key results. There are various tools to help expedite this but a Google Sheet or something similar will work for smaller companies.

Objectives and Key Results, a popular goal management framework that helps companies implement and execute strategy. The benefits of the framework include a better focus on results that matter, increased transparency, and better (strategic) alignment.

OKR achieves this by organizing employees and the work they do around achieving common Objectives.

An OKR consists of an Objective, which tells you where to go, and several Key Results, which are the results you need to achieve to get to your Objective. Initiatives are all the projects and tasks that will help you achieve your Key Results.

The framework includes several rules which help employees prioritize, align, and measure the outcome of their efforts. OKR helps companies bridge the gap between strategy and execution and move from an output- to an outcome-based approach to work.

In this CPE/CPD session, speaker Manish Gupta will take you through the journey we are going through in transforming the way we manage execution.

Learning Objectives

  • To discuss the meaning of OKRs.
  • To explain how we are implementing OKRs.
  • To explore which are the different challenges in implementing OKRs.
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CFE
  • 1 CPE credit of Business Management and Organization for all CPA (US)
  • 1 CPD credit of for all CA - ICAEW
  • 1 CPD credit of for all ACCA
  • 1 CPD credit of for all CA - Ireland
  • 1 CPD credit of for all CA - Scotland
  • 1 CPD credit of for all CPA - Ireland
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Christopher Salem

Date

May 6th, 2022

Time

11:00 AM – 12:00 PM
1 Credit

Secret to Creating an Extraordinary Experience with Your Clients

The difference between great to extraordinary experience is the ability to relate to and understand your clients as a trusted source based on similar or shared core values. The truth to creating an extraordinary experience comes down to not "what you do" but "why you do what you do" from core values to them. 

It's what is compelling to them and not what makes your CPA firm unique. People relate to others based upon similar or shared core values. They are more likely to be engaged at this time doing their part and inspiring others to do more with their situations being the example. This exemplifies the role of a Trusted Source in your space and leads to a more sustainable connection with your clients. 

So how do you build this level of influence and what is the complete process to become a trusted source to your clients? 

How can this lead to referrals?

In this CPE session on business management, we will discuss the types of connection, communication style, leading by example, and being resourceful leads to an extraordinary experience with your clients.

Learning Objectives

  • To analyze how to implement a process to better engage your clients to have an extraordinary experience with your firm. 
  • To explain how to be more compelling to your clients and influence them to be part of the process of their success
  • To discuss how to use effective communication and lead by example to create a better experience for clients.
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CFE
  • 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 CA - ICAEW
  • 1 CPD credit of for all ACCA
  • 1 CPD credit of for all CA - Ireland
  • 1 CPD credit of for all CA - Scotland
  • 1 CPD credit of for all CPA - Ireland
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

12:00 PM – 01:30 PM EDT

Loren Fogelman

Date

May 6th, 2022

Time

01:30 PM – 02:30 PM
1 Credit

5 Steps to Win New Clients

Ever send a proposal to an interested new client, but you never hear from them again? Then, you’re left to wonder why.

Like many accounting professionals your training prepared you to do the work, but not to master client consultations. So, you mistakenly talk too much or misinterpret objections. Clients don’t want your pitch.

The secret to winning consultations is counter-intuitive. And, it’s the ideal solution when you don’t enjoy the sales part. Follow this proven formula which has your ideal client ask how they can work with you. Stand out as the go-to expert with this consultation formula. Rather than compete on price, you effectively communicate value. Give potential clients what they need to eagerly say “YES” on the spot.

Join this online CPE/CPD business management seminar to explore the #1 tip to engage new, high-value clients with grace and ease.

Learning Objectives

  • To explore the #1 tip to engage new, high-value clients with grace and ease.
  • To review 3 specific questions to ask when meeting with a potential client.
  • To analyze 5 steps to confidently handle objections while maintaining the connection.
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CFE
  • 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 CA - ICAEW
  • 1 CPD credit of for all ACCA
  • 1 CPD credit of for all CA - Ireland
  • 1 CPD credit of for all CA - Scotland
  • 1 CPD credit of for all CPA - Ireland

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

02:30 PM – 03:00 PM EDT

Loren Fogelman

Date

May 6th, 2022

Time

03:00 PM – 04:00 PM
1 Credit

Premium Pricing for Accounting Firms

Pricing accounting services can be tricky. Go too high and you lose the client. Go too low and you leave money on the table. One of the main reasons for this complexity is that the perception of value is different for every client and every project. Each time you make a pricing decision, it needs to be tailored to the specifics of the client and context. A one-size-fits-all approach to pricing is a recipe for profit disaster.

Many accounting professionals feel trapped in a cycle of sacrifice. They take on the risk of ownership, only to become a slave to their firm.

Why?

Their rates don’t reflect their value. So, they work too much. It’s common to believe clients won’t pay what you truly deserve. That’s simply not true. This CPE session uncovers 3 specific criteria for setting your fees. When you confidently communicate your value, you no longer need to compete on price.

With the help of this CPD business management session, you will gain an insight into how to position your services as an investment rather than a cost. It will help you to map out the next steps to update your price strategy and maximize your profits.

Learning Objectives

  • To discover why the billable hour is unfair to you and your client.
  • To explain the #1 shift to go from cash struggle to prosperity.
  • To analyze 3 specific criteria for setting your fees.
  • To discuss a proven formula to quickly boost your profits.
  • 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 CA - ICAEW
  • 1 CPD credit of for all CA - Ireland
  • 1 CPD credit of for all CA - Scotland
  • 1 CPD credit of for all CPA - Ireland
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Sherre DeMao

Date

May 6th, 2022

Time

04:00 PM – 05:00 PM
1 Credit

The Profitability Quotient: Better Decisions. Better Results. Better Bottom Line.

Have sales increased, yet profits have gone down?

Has the competitive or economic environment forced your business into a commodity, price-war defensive mode?

Are you seeking to expand, but cannot justify investment from a current profitability standpoint?

Too many businesses only look at their accounting numbers to make critical decisions for increasing profitability and improving cash flow. Sherre’ DeMao’s 30+ years in working with high-growth entrepreneurial enterprises has resulted in an inside-out look at profitability and how to achieve it more sustainably, where numbers are only a part of the equation.

Join this CPE/CPD session to understand everything about The Profitability Quotient!

Learning Objectives

  • To analyze the Economic Vitality Model for YOY growth.
  • To explore the four key factors to a high Profitability Quotient (PQ).
  • To discuss empowering profitability through ProfitS!zing™ analysis.
  • To analyze the importance of non-negotiables to performance excellence.
  • To inspect how to analyze expenditures with an investment analysis mindset.
  • To analyze the FIVE areas of time focus that impact income and profitability.
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CFE
  • 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 CA - ICAEW
  • 1 CPD credit of for all ACCA
  • 1 CPD credit of for all CA - Ireland
  • 1 CPD credit of for all CA - Scotland
  • 1 CPD credit of for all CPA - Ireland
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Christopher Salem is an Executive Coach, Corporate Trainer, and Professional Speaker mentors C-Suite, CPAs, Financial Advisors, Physicians, and other business leaders to build and protect their brands by raising their level of influence as trusted advisors to maximize their results.  He also works with companies to create an interdependent work environment and thriving culture through a growth mindset foundation, effective communication, transparent leadership, and higher engagement.  

His book Master Your Inner Critic / Resolve the Root Cause – Create Prosperity went international best seller in 2016. He also co-authored the recent edition to "Mastering the Art of Success" with Jack Canfield. His weekly radio show Sustainable Success is part of the Voice America Influencers Channel.  Chris is also an accomplished business & emotional intelligence strategist, award-winning author®, certified mindset expert, radio show host & media personality, and wellness advocate.  

He works with organizations such as such as JP Morgan – Chase, Ralph Lauren, GE Research, UTC - Pratt & Whitney, Raytheon, Microchip Technologies, Anthem, US Census Bureau, United Healthcare, Laticrete Corporation, Hubbell Corporation, Conning & Company, Foxwoods Casino, and NYPD Forensics Department including universities such as University of Hartford, Westchester Community College, Bay Path University, Worcester State University, and spoke on overcoming limited beliefs for peak performance at Harvard University’s Faculty Club and US Senate.

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Sherré DeMao is CEO and BizGrowth Maestro of BizGrowth Inc., an award-winning firm specializing in next-level, next-idea solutions for entrepreneurs.  A Certified Growth Strategist, she is an expert in helping companies grow in value and worth. A nationally acclaimed author, speaker, and impassioned researcher, she is currently conducting a groundbreaking study linking a company's stock value to corporate culture.  

Sherré has been a featured expert on profitability and strategy at Business & Industry, Controllers and CPA Society conferences and for CPE credit across North America. Her out-of-the-box thinking resulted in her being inducted into the Evolutional Business Council, dedicated to purpose-driven thought leadership on a global scale.  Her firm’s proprietary best-practices have earned her recognition as a Top 50 Enterprising Woman of the Year, as well as being honored with an International Consultancy Award for her specialty in working with entrepreneurial enterprises from Corporate Vision magazine. She was also featured in Huffington Post’s Thrive Global series entitled Women of the C-Suite last fall. 

Her first book, Me, Myself & Inc., introduced an alternative Life Synergy approach for entrepreneurs versus Work/Life Balance, resulting in her being a subject matter expert for the university textbook Smart Start-up Business Management.  Her most recent book, Dream Wide Awake, was released in 2020 and was selected by the National Association of Women in Construction for their Leadership Book Club. Her next books, The Profitability Quotient and The Prosperity Imperative are expected to be released in 2022.

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Loren Fogelman is a keynote speaker and one of America’s top ranked business coaches. From 2018 to 2021, she continues to be recognized by HubSpot in its annual list of the world’s top 22 business coaches.  

She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, as well as many niche accounting conferences.  

Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. This allows her clients to reduce workload by as much as 50% while doubling revenues. 

She’s a regular contributor to Intuit’s Firm of the Future series, Accounting Web and the author of two Amazon best seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success.  

Ready to value price your services? Discover how to double your income while working half the time. Claim your FREE RESOURCE to separate your fees from your time at https://www.businesssuccesssolution.com/value-book/. 

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Energetic, ambitious and Result-oriented professional, offering +15 years of extensive experience in Management, operations, Finance, Audit, Risk management, marketing and Customer experience.

Manish has hands-on experience in Monthly Reporting and Pnl Analysis, Budgeting and strategic planning.

Passionate for learning and development, thinking in innovative and non-traditional ways, Manish is your business partner for growth.

Manish is experienced with leading projects for change. He has led ERP implementation for 16 hotels in Htoo Group.

Manish is focused, display positive attitude and Topline growth approach towards business problems. He believes in efficiencies and lean management.

He is also on his Entrepreneurial journey and founded https://ehotelmanagementschool.com for sharing knowledge and experience via online classes and sessions. Startup also help small hotels and other startups with finance and management consulting.

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Ratings and Reviews

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yvonne pearson, Finance Manager

Jun 23rd, 2022

My work does not provide the funding to take courses so these are appreciated. I shared your site with a co worker and she has now purchased your pass.

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 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.

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