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Transformation 2021: Virtual Conference on Practice Management, Offshoring and Technology !

  • Price

    FREE

  • Total Credits

    7 Credit

    4.6

Transformation 2021: Virtual Conference on Practice Management, Offshoring and Technology !

Overview

With the advent of technology, accounting jobs are getting simplified in the global arena today. The mundane work of accountants, such as bookkeeping, receipts, voucher reviewing, scanning invoices, etc., can be done with just one click with the aid of software. Therefore, finding the best accounting cloud service for your business is crucial. To select a possible accounting cloud service, you need to understand your business and its accounting needs and assess the products available today.

When you take offshore staffing services, you can expect to get on board with a team of highly proficient and trained accounting professionals who have gone through rigorous curriculum and exams to deliver flawlessly. Technology also helps offshore staffing in making regular communication smoother. It will allow both parties to communicate in real-time to avoid the shocks of encountering long avoided errors in work completed. Flexibility is another significant advantage that accounting firms can gain through offshore diversification.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

  • 4.5 CPE Credit of Business Management and Organization for CPA (US)
  • 1 CPE Credit of Taxes for CPA (US)
  • 1 CPE Credit of Management Services for CPA (US)
  • 0.5 CPE Credit of Communications & Marketing for CPA (US)

Speakers

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 works 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 the 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 

  • COBRA Approach to Accounting firms growth
  • 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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Jeff Borschowa

Jeff Borschowa is a business coach, author, educator, and curator of all things related to business efficiency and technology. Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises. Jeff has experience working with all sizes of businesses, from sole proprietorship to international organizations. The focus in Jeff’s career has been to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in businesses.

Jeff’s journey has been unique in that he has met some very innovative mentors in his career. Jeff has been very fortunate to be in a position to learn from them, compare their ideas, and to truly choose the best of the best. Jeff would like nothing more than to free business owners from the stress created by high volume commodity work, allowing them the freedom to pursue work that is rewarding personally and professionally.

Jeff’s overall goal is to reduce the hours worked by business owners and increase overall profitability. In Jeff’s experience, almost every business owner can tell you how much their gross revenue is, but very few know what their actual costs are. Jeff challenges you to learn more about your business so that you can bid on the right kinds of projects and earn what you are worth – your education should be your most valued possession.

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Ryan Lazanis

CPA (US), CA-UK

I’m a CPA, but please don’t call me an accountant! I much prefer innovative technologies and disruptive business models rather than numbers.

In 2013, I started a 100% online accounting firm called Xen Accounting. A first of its kind in Canada, it was totally virtual, focused on automation and was comprised of a remote team of geeky CPA’s, bookkeepers and technologists. After 5 short years, Xen Accounting was acquired by a large European corporate services firm, thanks to the tech-oriented, scalable model in place. My new project, Future Firm, is a place for me to share knowledge and teachings of my experience crafting a modern, automated, online accounting firm that provides customers with an exceptional customer journey and team members with a modern work environment.

Unrelated to business, I’m addicted to Crossfit, love traveling to remote destinations and was previously an active club DJ in Montreal. 

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Janel Sykora

With more than a decade of experience as a CPA and founder of Roberts Accounting CPAs, P.C., Pat is a strategic visionary committed to helping CPAs focus more of their time proactively advising clients. What began as proprietary software Pat created to grow his own firm exponentially led to the development of TaxExact for accountants. As his own CPA firm continues to grow, Pat has developed a passion for helping other firms transform the 1040 review process to save time, ensure accuracy, develop staff, and uncover advisory opportunities. A family man at heart, Pat also enjoys plenty of time outside of work with his wife and 3 young children.

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David Cristello

David Cristello is the Founder & CEO of Jetpack Workflow, which empowers thousands of accounting firm owners to build a better firm through managing all their client work in a single, easy-to-use application.

He's also the host of the "Growing Your Firm" podcast, an interview series that highlights best practices and trends in team management, metrics, M&A, marketing, and more. The show recently surpassed 750,000 downloads. David is also the co-author of the best-selling book "Double Your Accounting Firm". His work has been featured in Forbes, AccountingToday, and AccountingWeb.

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Erik Solbakken

WHAT IS IT?
The Accountant Success Formula™ is a comprehensive program that I developed that allows professional accounting firms to update their business model.

WHY DOES IT MATTER?
The traditional business model of trading dollars for hours and cranking out as many tax returns as possible is oppressive, robs us of our freedom and conditions us into believing 3 Lies:
- That our WORTH is equal to the hours we work,
- That our CLIENTS are naturally price sensitive to our services, and
- That tax time just has to SUCK.

WHO IS IT FOR?
The Accountant Success Formula™ programs are for professional accountants who realize they need to update their business model to:
- Maximize Net Income,
- Attract Ideal Clients, and
- Claim Back the Time and Freedom They Deserve.

If you want to learn more about the Accountant Success Formula™ then please feel free to contact me at Erik@ErikSolbakkenCPA.com and I'd be happy to have a chat with you to tell you more.

www.ErikSolbakkenCPA.com 

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Rob Nixon

Since May 1994 Rob Nixon have been working with Accountants all over the world, yet he is not one! What he does have is an unparalleled experience and knowledge of helping Accounting firms achieve peak performance and how they can change their lives and the lives of their clients for the better.

•        He believes Accountants are the number one in numbers - not a piece of software.

•        He believes Accountants can be (actually need to be) the trusted advisor.

•        He believes Accountants do not earn enough for how smart they are and the value that they add.

•        He believes Accountants should be making >$1M profit per partner whilst working less than 500 client hours.

•        He believes Accountants can help their clients build amazing businesses.

•        He believes Accountants should help their clients make history instead of writing it up.

•        He believes Accountants can change lives!

His speaking work has taken him around the world where he has spoken to more than 175,000 accountants. Currently his landmark strategies and products are used by accountants in over 35 countries. In 2005 he created the revolutionary coaching model called ‘Coachingclub’. The ‘Coachingclub’ model enabled firms to be accountable, to consistently learn and to share ideas amongst their peers. He has personally coached 434 firms under this coaching model and helped add more than $850M of new profit to them. Over the past few years he has authored 3 books:

•        “Accounting Practices Don’t Add Up – why they don’t and what to do about it”

•        “Remaining Relevant – the future of the Accounting profession” AND 

•        “The Perfect Firm”. 

All have been best sellers. 

In 2014 he released a software solution called PANALITIX. Accountancy firms around the world use PANALITIX to get better numbers and delight their clients. He now Coaches Accountants all over the world. Rob is a keen golfer and adventurer (He is ticket holder 293 on Virgin Galactic to go into space). He lives in sunny Brisbane, Australia.

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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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Mark Torr

Some things just come naturally, and for me, these things are “Business and Accounting.” With over 15 years’ experience with accounting, bookkeeping, tax preparation, and human resources, I enjoy being in a position which provides opportunities for me to effectively use my knowledge and experience, while continuing to grow as a professional. My previous experience with the mortgage industry, sales and marketing, and new product development, provides me with unique qualifications that enhance my critical thinking skills. My hands-on accounting experience as a 25 year business owner in a variety of industries sets me apart in dynamic ways. I excel in both written and oral communication, am a proven leader with effective management skills, and am a driven, self-starter. I have over 7 years of college and certification courses to insure that my educational achievements match my real-world experience.

Inspiring and encouraging others daily feeds me. This originates in my home with my wife and kids, and moves with me throughout the day. I pour myself out with commitment and resolve to my family, co-workers, peers, and even strangers. I look to our country’s forefathers for inspiration. These were brilliant men with life-changing wisdom. 

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Sia Kal

Sia has spent all his career developing business improvement methodologies for Accounting and Law firms. He has created compelling marketing content, professional courses and workshops accredited for CPE, and seminars attended by hundreds of firms worldwide.

Sia has enabled hundreds of professional services firms, including former managers of the ‘Big 4’, to resolve issues that impeded their ability to achieve success beyond expectations.

Sia’s passion is to instill morality and fair dealing in the business world to cultivate relationships. His key to success has been ‘putting people before profit,’ a strategy that has proven to be profitable.

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Tiffany Torr

Focused on building relationships with a variety of clients. Specialize in tax preparation, bookkeeping for sole proprietors, small corporations, and individuals. She works with people who want to improve their tax position and develop a strategy to grow their business.

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Michael Rozbruch

Michael Rozbruch is a nationally recognized entrepreneur and is the founder of Michael Rozbruch's Tax and Business Solutions Academy™, a training and consulting services company that trains and helps other CPAs, Attorneys and Enrolled Agents (as well as other professionals) to build highly profitable practices through proven marketing systems and strategies. But he doesn't stop there. He also trains on how to "close" the sale, manage the client relationship and knows firsthand how a best practice IRS Problem client niche practice should be run and operated.

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Session Details

Shawn Parikh
Shawn Parikh

Date

Jul 27th, 2021

Time

10:00 AM – 10:30 AM
0.5 Credits

Key Trends in the Accounting Industry for 2021 and Beyond

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.
  • Cybersecurity an Important consideration.
  • Zooming in on remote working :1 in 2 accountants will work from home in 2021.
  • Building an offshore team would be on the uptick.

Learning Objectives

  • To identify the outlook for the accounting industry for 2021 and beyond
  • To list the most popular tools to enhance profitability
  • To identify key technology and workflow considerations to stay competitive
  • 0.5 CPE credit of Business Management and Organization for all CPA (US)

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Jeff Borschowa
Jeff Borschowa

Date

Jul 27th, 2021

Time

10:30 AM – 11:30 AM
1 Credits

Top 5 Mistakes Accounting Firms Make When Building An Outsourced Team

Outsourcing is a fast-growing trend. Maybe your company is currently considering outsourcing accounting or looking at it as part of a strategic plan. You’d like to be part of that decision, but it’s a big leap. To help you avoid making expensive mistakes, we took some time to talk with Jeff Borschowa, a business coach.

Here are his thoughts on the top 5 mistakes he sees accounting departments make when hiring an accounting outsourcing firm:

  • Not Doing your Homework
  • Hiring a Firm Without Experience in Outsourcing
  • Hiring an Offshore Firm that Does “Lift & Shift”
  • Not Understanding the Accounting Services You’ll Need
  • Making an Outsourcing Decision Based on Price.

Learning Objectives

  • To discuss strategies to create standardized workflows.
  • To determine the culture of outsourcing
  • To establish Metrics/ KPIs
  • To integrate team members into your organization
  • 1 CPE credit of Business Management and Organization for all CPA (US)

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

None

Advance Preparation:

None

Ryan Lazanis
Ryan Lazanis

CPA (US), CA-UK

Date

Jul 27th, 2021

Time

11:30 AM – 12:00 PM
0.5 Credits

How to Scale an Accounting Firm in 2021

Okay! So, you are doing everything to run a successful accounting practice. Right from tax planning, compliance, and payroll services. But are these services helping you to grow your business? If your answer is no, you got to attend this online CPE session. 

Scaling your Accounting firm can help in growing your business and retain existing clients.  Filing of taxes alone doesn’t grow your firm. But, planning and strategy do. Planning and strategy help in building a business model, restructure your team, think of new services to sell. Are you ready to hire the right people, right clients, and the right process? If yes, then you are doing everything to scale up your practice. 

When is the right time to scale your practice?

Now!

In this online CPE session Ryan Lazanis will walk you through an actionable 6-part formula for how you can turn your accounting firm into a systematized, scalable machine so that you can grow your top line without driving yourself into the ground.


Learning Objectives

  • To discuss strategies to scale up the accounting firm
  • To discuss strategies to move the business model into the future
  • To discuss the formula to turn your accounting firm into a systemized, scalable machine
  • To determine the future of online accounting and automation
  • 0.5 CPE credit of Business Management and Organization for all CPA (US)

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Shawn Parikh
Shawn Parikh

Date

Jul 27th, 2021

Time

12:00 PM – 12:30 PM
0.5 Credits

Offshoring: Still a Stigma or a New Normal (Do's & Dont's)

Proponents of offshoring argue that it lowers costs and can save thousands of jobs by making struggling companies competitive again and avoiding their failure. Critics say that offshoring is nothing more than the flagrant exportation of U.S. jobs to foreign countries.

Who is right? There are valid arguments on both sides, but analysis shows that the long-term effect is largely beneficial to the U.S. economy—and inevitable.

By having access to staff offshore, businesses can then use additional resources to grow their business and become more sustainable and can hire more people recently this has made the offshoring concept widely accepted.

In this online CPE session, we will investigate the formation of the stigma and how it relates to your clients and onshore teams’ perception of offshoring work. The benefits outweigh the cons but how do you explain the rationale with animosity towards offshoring.


Learning Objectives

  • To discuss the benefits of offshoring
  • To discuss and understand the formation of the stigma with offshoring work
  • To discuss the impact of consumer animosity on attitude towards offshoring
  • Patriotism vs Ethnocentrism
  • 0.5 CPE credit of Business Management and Organization for all CPA (US)

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Shawn Parikh
Shawn Parikh

Date

Jul 27th, 2021

Time

12:30 PM – 01:00 PM
0.5 Credits

#1 Concern "What would my Client Think" of Offshoring

Most of the accounting firms are open to offshore hiring for sure, but still, they have concerns like what would my client think?  

With globalization and the significant presence of American accounting firms and companies offshore, what are your clients’ actually thinking about offshoring? For 25 years accounting firms across the globe have already been utilizing resources offshore.  With remote work more prevalent in the industry has made the offshoring concept widely accepted. We will discuss this concern from experience, statistics and case studies, of how it relates to your clients and onshore teams’ perception of offshoring work. The benefits outweigh the cons but how do you explain the rationale with stigma towards offshoring? With staffing shortages in the accounting industry, the widespread firms are “thinking outside the box” in finding solutions. So, we will explain what clients’ actually think while providing guidance in navigating through this to make your firm more comfortable with the concept.

But the questions are:

  • How do you strengthen your customer service?
  • How do you mitigate through the current staffing shortages?
  • How can you overcome the perception with your clients?
  • How can you focus on the firms’ core functions and widen its availability?
  • Staffing is the #1 challenge from sole practitioners to 500+ person firms! How are firms navigating with the evolving staffing shortages?

During this CPE session, we will answer some pertinent questions related to the perception on offshoring--

  • Where did stigma come from?
  • Hesitations are because of a lack of information
  • Work quality
  • Data Security & Confidentiality
  • Fear of losing one’s job
  • Addressing clients concerns

Learning Objectives

  • Discussion and understanding what are the typical concerns?
  • “3 step approach” for addressing clients concerns
  • Perception vs. Reality 
  • Navigating through the hesitations and concerns with clients and your onshore teams 
  • Resources available for today’s staffing shortages
  • Why is offshore hiring more relevant now than ever?
  • Impact of offshoring for accounting firms
  • 0.5 CPE credit of Business Management and Organization for all CPA (US)

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

01:00 PM – 01:30 PM EDT

Janel Sykora
Janel Sykora

Date

Jul 27th, 2021

Time

01:30 PM – 02:00 PM
0.5 Credits

Transforming the 1040 Review Process to Remove the Reviewer Bottleneck

Many firms are still spending too much time at the partner level on detailed 1040 reviews. This is not only expensive, but it comes at an opportunity cost: the highest billers have less time to develop profitable advisory business. To compound this problem, experienced tax accountants are in high demand- and short supply. As we step into a post-pandemic world with more distributed workforces and virtual resources at firms’ disposal, we’ll explore how using a strategy for outsourcing your tax returns plus implementing a new cloud-based 1040 review tool can free up valuable partner time and improve profitability.

Learning Objectives

  • To discuss how we can verify the accuracy and results of a new cloud-based 1040 review tool.
  • To evaluate the benefits of the 1040 review tool
  • 0.5 CPE credit of Taxes for all CPA (US)

Subject Area:

Taxes

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Shawn Parikh
Shawn Parikh

Date

Jul 27th, 2021

Time

02:00 PM – 02:30 PM
0.5 Credits

Subscription Based Pricing + CFO Services + Offshoring

Business owners are in need of accounting help to balance their books and guide them out of a financial black hole and are renting CFOs rather than hiring them. The strategy comes at a time when the deep recession has forced companies to look for money-saving alternatives that can yield good returns yet avoid substantial overhead costs

Many times, businesses have a lot of information – financial and other – thrown at them that they don’t really understand. By selling CFO services, accounting professionals can help their clients sift through the data and pull the important information and insights from it.

Once you make the decision to sell CFO services, it’s important to remember that you aren’t just doing compliance work for clients anymore. The key to successfully selling these services is to align your firm with your clients’ business model.

Client Assessment Questions:

  • How long have they been in business?
  • What are their goals?
  • Where are they in their business cycle?
  • What do they want to do to grow their business, i.e. ramp up sales or staff?
  • What is their budget?

This CPE session serves as a good introduction to the changing landscape of client accounting services and how you can shift your firm's focus to more profitable services, while increasing the overall efficiency and profitability of the services you already offer.



Learning Objectives

  • To identify various approaches to help your clients for CFOs needs.
  • To identify key economic drivers of professional services business.
  • To develop the next steps to provide guidance to the clients as a CFO would.
  • 0.5 CPE credit of Management Services for all CPA (US)

Subject Area:

Management Services

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

02:30 PM – 02:45 PM EDT

David Cristello
David Cristello

Date

Jul 27th, 2021

Time

02:45 PM – 03:15 PM
0.5 Credits

Workflow Secrets of 7 Figure Firms

In this exclusive CPE session, David Cristello of JetPack Workflow will reveal the “behind the scenes” secrets that allow firms to scale without sacrificing profits, productivity, and work/life balance.

Gain a better understanding of how to standardize your processes so you can have confidence that nothing will slip through the cracks. Join us in this CPE session to learn how to delegate and easily keep track of deadlines so you can see how your team is doing without getting lost in the weeds.

Following this CPE session, you’ll walk away with:

  • The #1 mistake smart firm owners make when creating systems
  • How to onboard new employees (even if you’re a first-time manager)
  • The “lazy question” freedom driven firms owners ask
  • A behind the scenes walkthrough of the systems of a 7-figure firm
  • Live Q&A, free templates for your firm, and more

Learning Objectives

  • To discuss the mindset of firms who make the jump from practitioners to CEO's.
  • To determine how the SAT method creates a roadmap to build stronger processes and systems for your firm.
  • To discuss a key workflow question that acquirers ask when valuing a firm.
  • To identify your key workflow bottleneck
  • We'll end with a quick recap of workflow technology (Jetpack Workflow) 
  • 0.5 CPE credit of Management Services for all CPA (US)

Subject Area:

Management Services

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Erik Solbakken
Erik Solbakken

Date

Jul 27th, 2021

Time

03:15 PM – 03:45 PM
0.5 Credits

“Price Wars: How to increase your fees…without going to battle with your clients.”

Are you an accountant that got into the profession for the right reasons, only to find yourself snared by a model that promotes overwork, underpay and clients conditioned to gripe about their bills?

Accountants have the unique ability to be their client’s #1 trusted advisor, but it needs to happen within a model that the accountant designs…not the client.

In this online CPE session, clear steps are outlined on how to increase your fees that reflects the true value you bring to the table, in a model that your clients will not only welcome…but will love.

Major Topics covered in this online CPE session:

  • The #1 pricing insight which grows your bank account.   
  • A proven formula to successfully raise your rates with confidence and ease.
  • Steps to convert existing clients to your new pricing.


Learning Objectives

  • To identify the 3 Keys to commanding higher fees.
  • To discuss methods to simplify the process of increasing and collecting your fees.
  • To help you position yourself to attract the most profitable clients (who will gladly pay you higher fees)
  • To discuss strategies to have easier client conversations to drive up the value of your services
  • To discuss strategies that lead to a decrease in your working hours by simultaneously increasing your net income.
  • 0.5 CPE credit of Business Management and Organization for all CPA (US)

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Rob Nixon
Rob Nixon

Date

Jul 27th, 2021

Time

03:45 PM – 04:15 PM
0.5 Credits

The 40 strategies that will help you earn more than $1M per partner while working less than 500 client hours.

This CPE session is about owners of accounting firms working less and making more. Creating wealth through your accounting firm. Becoming your version of “The Wealthy Accountant”. As a Partner / Owner / Shareholder of an Accounting business you should be making at least $1M profit per Partner (after tax) per year while working less than 500 client hours. The methods shared in this online CPE session are a more modern approach about building a different style of accounting business.

As you implement the ideas you will be adding tremendous value to your clients and building an amazing accounting business for yourself. A business that is Fulfilling, Fun and Fruitful. The 3 F's of a successful accounting business. As well as creating real wealth for you and your family. All the strategies discussed in the CPE session have been implemented by an accounting firm somewhere. The stories are all real. And everything works.

Major topics covered in this online CPE session:

  • How to develop a business model that produced $1M profit per partner?
  • Strategies from the world’s most profitable firms.
  • Which numbers are important and which are not?
  • How to create capacity without hiring more accountants?
  • How to grow your revenue exponentially?
  • How to market and sell professionally?
  • Why Value pricing must be implemented - and how to implement it?
  • Winning new clients is easy once you know-how.
  • A process for engaging your team in new ways.


Learning Objectives

  • To discuss the most important number – Profit time index.
  • To discuss ways to stop writing off and achieve more than 100% realization without reducing hourly rates.
  • To discuss ways to value price your service.
  • To discuss the crucial importance of the average hourly rate to the performance of your firm.
  • The best use of Partner time.
  • 0.5 CPE credit of Business Management and Organization for all CPA (US)

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Chris Rivera

Mark Torr

Shawn Parikh

Sia Kal

Tiffany Torr

Date

Jul 27th, 2021

Time

04:15 PM – 04:45 PM
0.5 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 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 Team and building harmony.
  • 0.5 CPE credit of Business Management and Organization for all CPA (US)

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

04:45 PM – 05:00 PM EDT

Sia Kal
Sia Kal

Date

Jul 27th, 2021

Time

05:00 PM – 05:30 PM
0.5 Credits

Effective Communication Techniques to Increase Your Bottom Line

You know that effective communication skills can help you exchange ideas and share your vision. But did you know effective communication can help you increase revenue? Harnessing the power of communication is what not only allows businesses to succeed but thrive.

According to the Grossman Group’s “The Cost of Poor Communications” survey of 400 companies with 100,000 employees, an average annual loss of $62.4 million was reported by each company due to inadequate communication to and between employees.

Another study, this one conducted by the Project Management Institute, found that ineffective communication was responsible for a project’s failure one third of the time. There goes the entire project budget!

Major topics covered in this online CPE session:

  • The Cost of Poor Communication
  • Uncovering the Common Barriers to Communication
  • A Proven Solution for Improving Communication
  • Benefits of effective communication.

Learning Objectives

  • To discuss the importance of investing in employee’s communication training.
  • To discuss the benefits of improving communication within your workplace
  • To discuss how effective communication can improve your bottom line

  • 0.5 CPE credit of Communications & Marketing for all CPA (US)

Subject Area:

Communications & Marketing

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Michael Rozbruch
Michael Rozbruch

Date

Jul 27th, 2021

Time

05:30 PM – 06:00 PM
0.5 Credits

Managing IRS Enforcement in 2021 and Beyond

2020 saw the start of the Coronavirus which brought all sorts of new challenges to both the IRS and taxpayers. Meanwhile, TIGTA reported in May of 2020 that the IRS had identified over 10 million non-filers, many of whom are high income earning, and urged the IRS to take action against them, which it has indeed started doing. The CARES Act was enacted by Congress, and new payment plan options were rolled out to make it easier for taxpayers to get into payment agreements. 2020 saw the IRS start using artificial intelligence to review financial information submitted by taxpayers, and it formed the new Office of Fraud Enforcement. In the first quarter of 2021 the referrals from IRS collection to Criminal Investigation are up 42%. This online CPE session will review the current landscape for IRS enforcement and priorities and what practitioners need to know to help their taxpayers.

Major Topics covered:

  • The Current State of IRS Collection
  • IR 2020‐248: What Changed and What Didn't
  • Non‐Filers
  • IRS Use of Data Analytics
  • What Comes Next

Learning Objectives

  • Recent IRS Enforcement updates
  • The Current Landscape of Tax Resolution
  • Six Benefits of adding Tax Resolution
  • FOUR Choices Taxpayers Have
  • The 5 Most Common IRS Settlement Options
  • 0.5 CPE credit of Taxes for all CPA (US)

Subject Area:

Taxes

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Ratings and Review

4.6

70 Reveiws

Excellent

45

Very Good

20

Average

4

Poor

1

Terrible

0

CW

Cheryl Wood, Owner

Jul 27th, 2021

Presenters/Instructors were all very knowledgeable in their fields and were engaging, interactive and presentations were well-paced. I learned a number of new concepts that will definitely help me in my practice.

TH

Troy Hilyard, Certified Public Accountant (CPA)

Jul 27th, 2021

Very much enjoyed this

FO

Feng Ouyang, Finance Manager

Jul 27th, 2021

Learned a lot

FB

FRANCOIS BIKOLIMANA, Partner

Jul 28th, 2021

Fantastic

NT

Normand Toupin, Owner

Jul 28th, 2021

This is my first experience within myCPE. I greatly appreciete this event, and I look forward to follow more courses with you.

GA

Gerry Anderson, President

Jul 28th, 2021

The session seemed like one big Multi Level Marketing and sales session to BUY NOW BEFORE YOU MISS OUT. and the time was WAY too long.

AW

Alexis Waddell, Staff or Senior

Jul 28th, 2021

The first link that was sent out for the program did not work so it took me a while to wait on support/be able to get in.

AO

Azat Ospanov, Owner

Jul 28th, 2021

Great day! Thanks to everyone who made it possible!

SD

Scott Dionne, Owner

Jul 28th, 2021

Overall, the content was relevant and timely. Speakers were engaged and enthusiastic.

DH

Dennis Harabin, Owner

Jul 28th, 2021

You always look for some things for a course that can add immediate retime value. This added many.

KL

KAMLESH LAKDAWALA, Owner

Jul 29th, 2021

Very Nice

KL

KAMLESH LAKDAWALA, Owner

Jul 29th, 2021

Very Nice

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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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.

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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.