MYCPE ONE

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

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Conference 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

Qualification Credits Subject Area
CPA (US) 5 All
Accountant/Bookkeeper/Tax Professionals 45 All
CPA in Canada 5 All
CMA 5 All
CA - ICAEW 5 All
CWS 5 All
CFIRS 5 All

Sessions

Sep 29th, 2021

Speakers:
Speaker Name
Nayo Carter-Gray

Owner
1st Step Accounting

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

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Chris Farrell

Co-Founder
Liscio

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.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Shawn Parikh

Co-Founder & CEO
MYCPE ONE

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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.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

1:30 PM - 1:45 PM EDT

Break

Speakers:
Speaker Name
Chris Rivera

Director of Client Relations
MYCPE ONE

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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

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Sarah Prevost

Co-Founder
Mintage Labs

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

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Andrew Lassise

Chief Executive Officer (CEO)
Tech4Accountants

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

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

3:15 PM - 3:30 PM EDT

Break

Speakers:
Speaker Name
Anton Anderson

Co-Founder
Entigrity Solutions, LLC

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

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Paul Latham

Executive Partner & Virtual Business Consultant
Elite Resource Team

  • 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

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Andrew Lassise

Chief Executive Officer (CEO)
Tech4Accountants

Speaker Name
Anton Anderson

Co-Founder
Entigrity Solutions, LLC

Speaker Name
Chris Farrell

Co-Founder
Liscio

Speaker Name
Chris Rivera

Director of Client Relations
MYCPE ONE

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  • rating
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Speaker Name
Nayo Carter-Gray

Owner
1st Step Accounting

Speaker Name
Paul Latham

Executive Partner & Virtual Business Consultant
Elite Resource Team

Speaker Name
Sarah Prevost

Co-Founder
Mintage Labs

Speaker Name
Shawn Parikh

Co-Founder & CEO
MYCPE ONE

  • 4.5
  • rating
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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.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Enhance Your Finance & Management Skills with Shawn Parikh
Shawn Parikh

Co-Founder & CEO
MYCPE ONE

Sep 29th, 2021

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Chris Rivera
Chris Rivera

Director of Client Relations
MYCPE ONE

Sep 29th, 2021

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Andrew Lassise
Andrew Lassise

Chief Executive Officer (CEO)
Tech4Accountants

Sep 29th, 2021

View More
Nayo Carter-Gray
Nayo Carter-Gray

Owner
1st Step Accounting

Sep 29th, 2021

View More
Chris Farrell
Chris Farrell

Co-Founder
Liscio

Sep 29th, 2021

View More
Anton Anderson
Anton Anderson

Co-Founder
Entigrity Solutions, LLC

Sep 29th, 2021

View More
Paul Latham
Paul Latham

Executive Partner & Virtual Business Consultant
Elite Resource Team

Sep 29th, 2021

View More
Sarah Prevost
Sarah Prevost

Co-Founder
Mintage Labs

Sep 29th, 2021

View More

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