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Transforming Your Accounting Firm - Why the Most Successful Firms Embrace Disruption

  • Price

    FREE

  • Total Credits

    5 Credit

    4.0

Transforming Your Accounting Firm - Why the Most Successful Firms Embrace Disruption

Overview

This event is for CPA, CA, ACCA & Accounting firms Only!

Some people think that COVID-19 changed the accounting world forever. In reality, it's not so much that it changed the way we do things. We still balance the books, reconcile transactions and put a lot of effort into our month-end close. It did, however, thrust us into the future, pushing us further along the path we were already on. Understanding business technology and staying close to future trends is crucial for today's Accounting Business.

These top accounting trends for 2021 should be on every Accountants radar:

  • Accounting Business would Continue to Grow.
  • Advisory, Cloud, Automation.
  • Why The Most Successful Firms Embrace Disruption.
  • How to Outperform Peers and Delight Staff In The Process.
  • New Staffing Solutions for 21st Century Firms.
  • The Great Resignation - and What You Can Do About It.
  • How To Secure Your Remote Firm Without Being a Techie.
  • Leveraging a Virtual Family Office Experience.
  • Making The Transformation to a 21st Century Accountant.
  • Building an offshore team would be on the uptick.
  • How to Make it Easy for Clients to Work With Your Accounting Firm.
Completed

Continuing Education Credits

The sessions of the conference qualifies for

  • 5 CPD Credit for all CPA (CA)
  • 5 CPE Credit for all CMA
  • 5 CPE Credit for all CPA (US)
  • 5 CPD Credit for all CA-UK

Speakers

Nayo Carter-Gray

Making Accounting a Little Less Taxing ®  for small business owners is Nayo Carter-Gray’s goal as owner and founder of 1st Step Accounting LLC. A self-proclaimed techie Nayo decided a virtual accounting practice was the best way to experience her love of travel and still help small business owners all across the US reduce the stress of managing their disorganized financial systems. Mrs. Carter-Gray is an Enrolled Agent and a QuickBooks Online Advanced Certified Pro-Advisor.

She was named one of Hubdoc’s Top 50 Cloud Accountants in North America (2017 and 2018), was handpicked to sit on the Intuit Accountant Council (2018-2019), was named one of Forbes Top 100 Tax Twitter accounts to follow, and one of the Top 50 Women in Accounting by Practice Ignition (2020 and 2021).  

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Chris Farrell

CPA (US)

Chris Farrell, CPA is the CEO of Liscio a software company whose mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information, Liscio delights clients, increases engagement, and deepens their connection to the firm. Client Experience 2.0 begins with Liscio.


Chris Farrell Executive Biography:-

Chris Farrell, CPA is cofounder of Liscio Inc. and serves as its Chief Executive Officer. Chris has more than 25 years of experience in the accounting, finance, and software industries. Prior to Liscio, he co-founded and led SpringAhead and Tallie where he served as Chief Executive Officer. He also served as the Chief Financial Officer of Occam Networks, the Corporate Controller of C-Cube Microsystems, and as an auditor for Arthur Andersen. He holds a Masters's degree in Business Administration from UCLA’s Anderson School of Management and received his CPA license in California.

Chris lives with his wife and son in San Francisco, California.

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Shawn Parikh

Shawn Parikh is the Chairman and Founder of Entigrity Solutions LLC. With over 15+ years of experience, he spearheaded the company operations, forging the foundations of Entigrity that work closely and exclusively with the accounting community.  Shawn’s strategic vision and leadership lead to the expansion and diversification of Entigrity in several areas over the years. Shawn understood numerous staffing-related challenges plaguing the accounting community. It is by that virtue that today Entigrity is serving 500+ accounting firms across North America.

Shawn is a Chartered Accountant by qualification, who began his career as a financial advisor in Insurance, Mutual Funds, and Retirement Plans. Shawn undertook public practice, serving small and Mid-size businesses, providing them with consulting and advisory services. Over time, he has provided consultation to 3000+ accountants and helped them convert some of their core challenges into opportunities.

His specialization areas include: 

  • Remote Working & Offshore Hiring for Accounting firms
  • Practice Management & Development
  • LinkedIn Marketing for Accountants
  • Accounting Technology

Shawn is known for his expert opinions on 

  • Build a 60% net margin Client Accounting Service Business
  • CAS & Advisory Practice services for accounting firms
  • Accountants need to think like Entrepreneurs
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Chris Rivera

Christopher Rivera is the Director of Client Relations at Entigrity Solutions LLC. He is an expert at leading and managing teams actively from the front. His expertise in sales, training, coaching, mentoring and influencing, combined with his competitive nature make him a strong leader. Chris has traveled through the length and width of the country and has spoken with more than five thousand CPAs, understanding their challenges and limitations in practice, workflow management, team building, recruitment & retention, etc. On these grounds, he can now easily provide well analyzed opinions and solutions that can be immensely helpful to the professionals. 
Chris has also represented Entigrity at a number of major accounting conferences and networking events, speaking to audiences, explaining the traits of offshore hiring and remote working. He is a frequent presenter of webinars on platforms like myCPE. Besides everything, Chris also hosts his very own series of live podcasts “Entigrity Live with Chris Rivera” where he interviews thoughts leaders from accounting domain and highlights their insights on the latest trends in accounting industry. 

Chris Specializes in: 
  • Remote Working & Offshore Staffing
  • Practice Management & Development
  • Adapting Cloud Accounting 
  • Effective Content Development & Marketing
Chris’ past expert presentations include:

  • Building approach to Accounting firms’ growth
  • Building >60% net margin client accounting services business
  • Advisory practice for accounting firms
  • New approach to ‘Work Less-Make More’ for CPA firms
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Sarah Prevost

Creating and designing solutions for your business. Utilizing the accounting platform while using cash flow monitoring tools, time tracking, job costing, and practice management with the add-on "Apps" is a passion. We specialize in working with Law firms! We move you to the cloud | Data Migration is a task | something we love to tackle. Let's move your law firm from antiquated systems to the cloud today.

More than 22 years of business management experience in several industries. The background features versatility and increasing responsibility. Accustomed to handling multiple duties in an evolving workplace and dealing with many stakeholders. Key areas of strength include:

  • procedural compliance payables/receivables
  • reconciliations human resources functions
  • cost analysis audit preparation
  • financial statements fiscal reporting
  • journal entries project accounting/budgeting
  • research efficiency upgrades
  • costing reports/P&L problem-solving
  • system conversions

Self-directed, goal-focused, adaptable, and tenacious. Known as a problem solver who offers analytical and creative approaches, takes the initiative, and sets high standards. Successful independently or within groups.

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Andrew Lassise

Andrew Lassise (pronounced La-Cease) is a serial entrepreneur and has helped build and scale several 6, 7, and 8 figure IT businesses. He is the chief orchestrator of Tech4Accountants, an IT company that specializes in IT and cyber security for accountants.

When he's not saving the world from hackers & malware, he enjoys traveling, cooking, and spending time with his wife, Emma, and two sons, Jack & Colby.

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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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Paul Latham

A native of the UK, Paul brings to the table decades of experience working as a Chartered Accountant in the United Kingdom. He helped build and grow Lathams Chartered Accountants to become a nationally recognized practice, that was sold for in excess of $45 million.  Paul moved to the United States in 2011 to pursue a number of business interests, including founding Haydenrock Solutions.

The business was launched by Paul in order to help CPAs (typically working together with Financial Advisors) make the transition to become “proactive, forward-looking, “21st Century Advisors”, focused on providing value-added solutions for their best clients.  Haydenrock Solutions provides coaching, technology and systems together with access to expertise via their unique “Virtual Family Office Experience”, which allows even the smallest CPA to leverage their resources and compete and win against their competition.
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Session Details

Nayo Carter-Gray
Nayo Carter-Gray

Date

Sep 29th, 2021

Time

12:00 PM – 12:30 PM
0.5 Credits

Why The Most Successful Firms Embrace Disruption

The rate of disruption is escalating across every industry, thanks to an increase in computing power, technology advances and information sharing.  Add in the generational shifts and it becomes evident that there is a virtual tsunami of change coming.  Firms of all sizes should be prepared to respond to inescapable factors that are poised to disrupt the profession.

Top firms are not only embracing the changes, but they are using disruption to their advantage.  They have cracked the code for how to become a talent and client magnet and are using new technology that delights clients and staff, and adds significant profit to the bottom line.  In short, they have stepped out of their fear, and into their success.

Major topics covered in this CPE session:

  • Definition of Disruption
  • Latest trends that indicate you can’t escape disruption
  • How Digital Transformation is driving the way clients and firms work today
  • Staffing trends to be aware of
  • Top recommendations to help your firm thrive


Learning Objectives

  • To explore how disruption can be a force for good instead of something to be feared
  • To uncover trends that will affect every business and every accounting firm
  • To discover why email may be killing your firm's ability to thrive.
  • To learn a new way of working that will establish your firm as a talent and client magnet
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of for all CPA (US)
  • 0.5 CPD credit of for all CA-UK

Subject Area:

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Chris Farrell
Chris Farrell

CPA (US)

Date

Sep 29th, 2021

Time

12:30 PM – 01:00 PM
0.5 Credits

How to Outperform Peers and Delight Staff In The Process

No one tells accounting professionals when they enter the profession, that they will actually end up with two jobs.  One is the actual accounting and/or tax work, and is the part of the job that you love.  You can make a real difference to your clients' businesses and even their personal lives as well.  It is deeply satisfying and you are good at it.  But the "other job" is not satisfying and it is what holds you and your firm back.  In a nutshell, it's all the time you have to spend gathering client documents.  This includes time spent chasing clients, searching through multiple platforms for documents, and asking staff members if they have what you need.  It's a mess.

Top firms have figured out how to do more of the joyful productive work, and much less of the drudge work, by making a simple shift in how they ask clients to work with their firm digitally.  They are reaping the benefits and now outperform their peers by up to 40%/

Come and learn the secret these firms are using to their benefit! 

Major topics covered in this CPE session:

  • What is holding modern accounting firms back?
  • The link between the “way” you ask for documents, and client response times
  • How disrupting the admin work can make your firm a happier and more productive firm

Learning Objectives

  • Define the hidden and time-consuming work that is holding many firms back today.
  • Uncover the link between ease of use, and client response rates 
  • Discover how to disrupt the administrative side of the firm, so that the productive work can begin earlier and continue uninterrupted.
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of for all CPA (US)
  • 0.5 CPD credit of for all CA-UK

Subject Area:

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Shawn Parikh
Shawn Parikh

Date

Sep 29th, 2021

Time

01:00 PM – 01:30 PM
0.5 Credits

How to Scale Client Accounting Advisory Service & VCFO with Offshoring!

After leveraging offshore staffing with Entigrity, your VCFO and senior accounting team will be able to be more focused on client strategies, planning, review, analysis and involved in advisory for better decision making and growth for your client businesses not just bookkeeping tasks. you will see our firm business more scalable than before.

Key topics covered in this CPE event:

  • The changing face of Accounting.
  • Introduction of the virtual CFO role in your firm.
  • Strategies to make your firm ready.

Learning Objectives

  • To discuss what does strategic CFO services Means.
  • To discuss what could a CFO's Service look like or Role in small & Mid-Size Businesses.
  • To discuss what shall we charge for CFO services.
  • To define how shall we Implement CFO Services
  • To discuss how offshoring can help you to scale Outsourced CFO and Advisory service.
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of for all CPA (US)
  • 0.5 CPD credit of for all CA-UK

Subject Area:

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

01:30 PM – 01:45 PM EDT

Chris Rivera
Chris Rivera

Date

Sep 29th, 2021

Time

01:45 PM – 02:15 PM
0.5 Credits

The Great Resignation - and What You Can Do About It

Over the numerous months around the world, a tidal wave of resignations has been experienced. This is not only the case for the U.S. but also around the world. As an employer, this is a rather critical situation, if your key staff resigns. Managing the business was enough trouble in the times of COVID, with numerous adjustments and recalibrating the client expectations. With the situation gradually moving towards normalization, fulfilling the gap in the client expectations has just been one of the major challenges. With key staff resigning, this can be real trouble for employers around the world.

In this CPE session, we will have Chris Rivera share his views on how innovative technology-driven solutions that have bailed you out in the COVID scenario can assists you deal with this devil as well. He will also share his experiences on how they were able to help their clients with offshoring to deal with the challenges emphasizing on the right tools to deal with the challenges like technology, diversity, and bringing the overall joy of working.

  • Offshoring is a great solution that helps you grow
  • Bring the joy back
  • Use the right tech
  • Embracing diversity

Learning Objectives

  • To explore offshoring as a solution to the great resignation crisis situation for businesses.
  • To recognize how to make offshoring work for great client experience
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of for all CPA (US)
  • 0.5 CPD credit of for all CA-UK

Subject Area:

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Sarah Prevost
Sarah Prevost

Date

Sep 29th, 2021

Time

02:15 PM – 02:45 PM
0.5 Credits

How to Make it Easy for Clients to Work With Your Accounting Firm

The heightened competition combined with the removal of any home-town advantage means that firms who are able to make it drop-dead easy for clients of all ages to work with them (and still maintain a secure environment) will have an enduring advantage over firms who are still using traditional methods of working with clients.  If this sounds daunting, it isn’t. The good news is that by making a very simple change in how you ask your clients to securely send documents to you, your firm can present a truly modern face to clients, and help staff get more work done at the same time.   

Come and learn how you can get clients to respond to your requests in as little as six minutes. Your staff will get more done, your clients will love working with you, and your firm will be positioned to thrive in 2021 and beyond.  

Major topics covered in this CPE session:

  • What are the current trends in Client Experience, and how can accounting firms benefit?
  • What are clients of all ages looking for in terms of working with your firm?
  • How is ease of use for clients linked to staff productivity?
  • How can you easily arm your firm with the right technology?

Learning Objectives

  • Uncover the link between ease of use, and client response rates 
  • Delve into the differences and similarities between Millennial clients, and older generations
  • Evaluate how easy your firm is to work with, compared to other firms of similar size
  • Discover an easy and affordable way to get clients to respond quickly to requests for documents, without sacrificing security
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of for all CPA (US)
  • 0.5 CPD credit of for all CA-UK

Subject Area:

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Andrew Lassise
Andrew Lassise

Date

Sep 29th, 2021

Time

02:45 PM – 03:15 PM
0.5 Credits

How To Secure Your Remote Firm Without Being a Techie.

The pandemic has pushed businesses to work remotely and facilitate the work making more online whenever possible. However, with increased cyber threats, and data breaches reported constantly, employers think very carefully about various aspects questions about the technology aspects involved in remote work.

  • Whether my existing set-up is enough to support the technology aspect of remote working?
  • What security features should I have to ensure the data is safe?
  • What types of training do I and my staff need to have to ensure my remote firm can work smoothly?
  • I don’t feel comfortable with jargon and technology stuff when it comes to technology setups. How would I be able to cope-up with remote firm task management?

As one of the trusted associates of your clients, all these questions are right and will be taken up by this session expert. Andrew Lessise will walk you through the process of setting up a remote firm. This session will especially cover the technology and other technical aspects. The things you need to understand, take care of, and worry about. This CPE session is especially for those employers who believe the myth that it takes a techie to work remotely.

Learning Objectives

  • To explore remote work setup 
  • To recognize the technology aspect of setting up remote work setup 
  • To identify what the solutions are to ensure the remote work is a success
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of for all CPA (US)
  • 0.5 CPD credit of for all CA-UK

Subject Area:

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

03:15 PM – 03:30 PM EDT

Anton Anderson
Anton Anderson

CPA (US)

Date

Sep 29th, 2021

Time

03:30 PM – 04:00 PM
0.5 Credits

Leveraging a Virtual Family Office Experience.

The pinnacle of the wealth management hierarchy is ‘The virtual family office’ as it best optimizes the financial worlds of affluent clients. Ultimately, the effectiveness of any VFO will in large part be driven by the team’s commitment to shared values and disciplines, including transparency, collaboration, communication, authenticity, humility, and accountability.

A Virtual Family Office (“VFO”) is made of a team of professionals who rather collaborate together to create a seamless and holistic wealth management experience, facilitated through well-defined governance, structure, and process. “Virtual” in this context refers to the fact that advisory roles are coordinated across several firms by dedicated professionals.

With the pandemic, the new era of virtual working has started. With the remote working opening up the new doors of business activity, leveraging the virtual family office experience is now a simple solution rather than a distant dream. If you are looking to explore this solution to deal with the existing scenario, this session will help you with insights on how you can make this happen. 

Learning Objectives

  • To explore Virtual Family Office Experience requirements 
  • To identify how you can leverage virtual family office experience
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of for all CPA (US)
  • 0.5 CPD credit of for all CA-UK

Subject Area:

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Paul Latham
Paul Latham

Date

Sep 29th, 2021

Time

04:00 PM – 04:30 PM
0.5 Credits

Making The Transformation to a 21st Century Accountant

  • How to help accountants become forward-looking 21st-century advisors by focusing on adding and delivering value to their clients through proactive & holistic planning.
  • Explore the challenges accountants face, how they can get paid for value-added work, and ways to best adapt to the changes in their role.

Technological disruption necessitates a significant future overhaul in accounting and auditing practices. Developments in technology are driving new commercial models and working practices that have the potential to make the role of the accountant redundant. 

However, we all know that accountants’ numbers come to life and influence business decision-making when they are available in real-time and presented in a way that helps clients identify and focus on the important key drivers in their business. This enables us to identify and explain the likely impact of particular actions – or inaction – and translate the financial information into plain English to help identify business opportunities and manage risk. A problem, though, is that assessments of your business advisor's ‘passion’, ‘best tools’, and ‘right advice’ can be a bit subjective. Therefore here are some useful questions to ask for a more objective view of the value your accountant is adding to your business.

In this CPE session, Paul Latham is going to take up the challenge as to how you can make yourself 21st Century Accountant. He takes on the modern-day accountants’ challenges of adding and delivering value through proactive and holistic planning. This will be a key motivator and long-term path guiding session for the accounting professionals-entrepreneurs, accounting firms, Accounting staff, and Accounting businesses. 


Learning Objectives

  • To explore the issues of the 21st-century accountants
  • To identify how the accounting firms can make themselves ready for the challenges of 21st century 
  • To recognize how accountants can add and deliver value through proactive and holistic planning
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of for all CPA (US)
  • 0.5 CPD credit of for all CA-UK

Subject Area:

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Andrew Lassise

Anton Anderson

CPA (US)

Chris Farrell

CPA (US)

Chris Rivera

Nayo Carter-Gray

Paul Latham

Sarah Prevost

Shawn Parikh

Date

Sep 29th, 2021

Time

04:30 PM – 05:30 PM
1 Credits

Offshoring Challenges ! Ask the Expert Panel Discussion !

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 it.

Major topics covered in this panel discussion:

  • The benefits of offshore staffing.
  • The challenges of offshore staffing.
  • Solutions for the challenges of offshore staffing.
  • This is not a traditional CPE session but a highly interactive meeting. Here we would interact with the audience most of the time and help them with their challenges and situations and we would be taking your questions on the go.

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 for all CPA (US)
  • 1 CPD credit of for all CA-UK

Subject Area:

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 :

  • 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.

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.