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QuickBooks App Fest

FREE

Total Credits

5.5 CPE

Live Conference

Aug 12th, 2022

QuickBooks App Fest

For years, the Accounting and Auditing industry has been a little behind the curve when it comes to adopting new technologies. Most of the operations are executed within the office and using limited devices. Because of the exponential rise in technology, firms are not left with many options and face an important decision: adopt new technology or be left behind.

When you’re running a business, every minute of your day counts. That’s why having software that makes the accounting part of the job easier and faster is crucial. 

QuickBooks is one of the best accounting software that helps SMEs and enterprises manage their finances effectively and seamlessly. It is available to millions of customers because of its suite of abilities to track income and expenses, manage invoices and payments, and more. Despite its many features, customers still want integrations with other tools they use through the QuickBooks app marketplace. 

Through this marketplace, you can integrate information from apps, your business uses to make business accounting with QuickBooks even more of a breeze. Some of its advantages are listed below:

  • Automate data entry so you can spend less time crunching numbers and more time with your clients.
  • Using apps with industry-specific interfaces allows clients to interact primarily with the app, which makes it easier for you to manage the books on the back end.
  • More reliable data capture and enhanced reporting allow you to see trends and offer even better advice.

With such a robust and flexible product, it’s no wonder that QuickBooks Online is a top choice for many entrepreneurs and business owners. The software’s innovative advancements have given businesses some major advantages that stretch beyond simply invoicing, pulling up reports, and tracking expenses.

Join this online CPE virtual conference to explore different QuickBooks Apps that can help your business to grow at a rapid speed.

Continuing Education Credits

The sessions of the conference qualifies for

  • 2.5 General Credit for all Accountant
  • 4.5 CPE Credit for all CIA
  • 4.5 CPE Credit for all CMA
  • 2.5 CPE Credit of Accounting for CPA (US)
  • 1 CPE Credit of Computer Software and Applications for CPA (US)
  • 0.5 CPE Credit of Taxes for CPA (US)
  • 1.5 CPE Credit of Information Technology for CPA (US)
  • 3.5 CPE Credit for all CVA
  • 2.5 CPD Credit for all CA - ICAEW
  • 3.5 CPE Credit for all IAP
  • 3.5 CPE Credit for all QIAL
  • 2 CE Credit for all MRTP
  • 3.5 CPE Credit for all CBA/MCBA
  • 3 CE Credit for all CFIRS
  • 3 CE Credit for all CWS
  • 2 CPD Credit for all CPA (CA)
  • 2 CPD Credit for all CPA/ABV
  • 1.5 CE Credit for all CRTP
  • 3 CPE Credit for all CFE
  • 3 CPE Credit for all CGFM
  • 2 PL Credit for all CFA
  • 1 CPE Credit for all ChFC
  • 2 CPD Credit for all ACCA
  • 2 PL Credit for all CIPM
  • 3 CRE Credit for all FPAC
  • 2 CPD Credit for all CA - Ireland
  • 2 CPD Credit for all CA - Scotland
  • 2 CPD Credit for all CPA - Ireland
  • 0.5 CE Credit for all AFSP
  • 0.5 CE Credit for all EA
  • 0.5 CE Credit for all ORTP
  • 1 CPD Credit for all CPA/CITP
  • 1 CPD Credit for all CPA/CFF

Mike Roberts

Date

Aug 12th, 2022

Time

10:00 AM – 10:30 AM
0.5 Credit

Managing your assets and leases better

Most often than not, keeping track of daily accounting and managing books of accounts overwhelms entrepreneurs. In such a scenario, it makes business sense for a business owner to deploy accounting software.

QuickBooks Online (QBO) is accounting software that puts you in control of your finances, your time, and your business.

In this session, QuickBooks Online partner Asset Accountant will review how to manage aspects of accounting for your assets and leases (including Right-of-Use assets) with a combination of QuickBooks Online and Asset Accountant.

Some of the key benefits of implementing Asset Accountant with QuickBooks include-

  • It takes away the pain of maintaining a fixed asset register and posting lease journals.
  • Its sophisticated treatment of Accounting and Tax Rules gives you confidence that your depreciation calculations are right every time.
  • Its intuitive interface minimizes the time you spend maintaining your asset register so that you can focus on your core business.
  • And our seamless QuickBooks Online integration eliminates the need for manual journalling and allows you to post directly to your company account.

Major topics covered in this session are listed below:

  • Adding and disposing of assets and leases
  • Refinancing leases
  • Managing the integration with QuickBooks for one-click journal posting

This CPE virtual event on QuickBooks is designed to help you with the accounting aspects of Lease using QuickBooks and Asset Accountant.

Learning Objectives

  • To know the best way of managing your clients' assets and leases with Asset Accountant and QuickBooks Online.
  • To be able to address the reporting requirements of ASC842 concerning right-of-use assets
  • 0.5 General credit of for all Accountant
  • 0.5 CPE credit of for all CIA
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of Accounting for all CPA (US)
  • 0.5 CPE credit of for all CVA
  • 0.5 CPD credit of for all CA - ICAEW
  • 0.5 CPE credit of for all IAP
  • 0.5 CPE credit of for all QIAL
  • 0.5 CE credit of for all MRTP
  • 0.5 CPE credit of for all CBA/MCBA
  • 0.5 CE credit of for all CFIRS
  • 0.5 CE credit of for all CWS

Subject Area:

Accounting

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Alicia Pollock

MAT,ACN,MOS

Date

Aug 12th, 2022

Time

10:30 AM – 11:00 AM
0.5 Credit

Implementing Apps in QuickBooks Online

One of the hallmarks of QuickBooks Online is that it’s not meant to be all things to all people. Instead of bloatware with features you never use, QBO is designed to be a central hub, and then you plug in third-party apps to create a customized solution for your business. Intuit’s apps.com has hundreds of independent apps that integrate with QBO. How do you pick which one is right for you, and how do you approach the implementation? In this session, Alicia will turn this daunting task into a manageable step-by-step process.


Learning Objectives

  • Discover productivity apps
  • Use presentation tools
  • Get digital business cards
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CIA
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of Computer Software and Applications for all CPA (US)
  • 0.5 CPE credit of for all CVA
  • 0.5 CPE credit of for all IAP
  • 0.5 CPE credit of for all QIAL
  • 0.5 CE credit of for all MRTP
  • 0.5 CPE credit of for all CBA/MCBA

Subject Area:

Computer Software and Applications

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Alex Keselman

Date

Aug 12th, 2022

Time

11:00 AM – 12:00 PM
1 Credit

Bill Automation Tech Stack: Establishing proper financial controls for accounts payable

For small and mid-sized businesses, the process of data capturing to bill approval has been a no-option manual-machine hybrid process with an accountant and considerable investment in the resources. With major changes in operations the world over, this can be hassle-free and simple without sacrificing financial control for accounts payable.

To resolve those issues, we have a way to introduce proper financial controls for accounts payable and eliminate manual data entry and the complexity of getting proper authorizations. Leading pre-accounting tool Dext Prepare and leading approval automation tool ApprovalMax have teamed up to provide an end-to-end process automation solution for QuickBooks Online.

Some of the key benefits of implementing Bill Automation Tech Stack include -

  • Easy data capture, 
  • Granular bill approvals, 
  • Automated notifications, 
  • Automated audit reports, 

In this session, we’ll look at the end-to-end process, starting from data capture and ending with a properly authorized bill pushed to QuickBooks Online ready for payment. You’ll learn how the Dext Prepare to ApprovalMax integration ensures end-to-end bill automation and understanding of the data flow. The 1 CPE Session will feature a live demo led by Alex Keselman, Product Expert and Solutions Engineer at ApprovalMax.

You will also learn all about ApprovalMax features transforming the approval process: multi-role multi-level approvals, automated notifications, audit reports, exception handling, and the possibility to approve from anywhere using the web app, mobile app, or email.

Learning Objectives

  • To explore the power of introducing financial controls for accounts payable with ApprovalMax
  • To learn the features of ApprovalMax which can transfer the approval process 
  • To discuss the fit of the integration of Dext Prepare and ApprovalMax with QuickBooks for Accountants and Businesses
  • 1 CPD credit of for all CPA/ABV
  • 1 CE credit of for all CRTP
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CFE
  • 1 CPE credit of for all CGFM
  • 1 CPE credit of for all CIA
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Accounting for all CPA (US)
  • 1 CPE credit of for all CVA
  • 1 CPD credit of for all CA - ICAEW
  • 1 PL credit of for all CFA
  • 1 CPE credit of for all IAP
  • 1 CPE credit of for all QIAL
  • 1 CPE credit of for all ChFC
  • 1 CPD credit of for all ACCA
  • 1 PL credit of for all CIPM
  • 1 CPE credit of for all CBA/MCBA
  • 1 CRE credit of for all FPAC
  • 1 CPD credit of for all CA - Ireland
  • 1 CPD credit of for all CA - Scotland
  • 1 CPD credit of for all CPA - Ireland

Subject Area:

Accounting

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

12:00 PM – 12:30 PM EDT

Jason Dinesen

EA, LPA

Date

Aug 12th, 2022

Time

12:30 PM – 01:00 PM
0.5 Credit

Tax Treatment of Reimbursements to Contractors and Employees

No matter whether a company is big or small, every business incurs costs and expenses that may reduce the business's taxable income. Sometimes, employees — not just employers — are the ones who incur business expenses. That’s where expense reimbursement comes in.

Most businesses reimburse such expenses, but are business expense reimbursements taxable income to the employee? These expenses do not have to be included in an employee's wages if the business has an “accountable” plan.

Join this fast-moving 30-minute CPE session it will cover how to treat reimbursements to employees and contractors for tax purposes.

Key topics that will be covered in this online CPE session:

  • Reimbursements under an accountable plan that are not taxable and reimbursements under a non-accountable plan are taxable
  • A distinction that will determine how a business should record the reimbursement on its books and tax return
  • How business should report to the employee or contractor on Form W-2 or Form 1099

Learning Objectives

  • To define accountable plans versus non-accountable plans and why they are important
  • To review the W-2 treatment of reimbursements to employees
  • To discuss 1099 treatment of reimbursements to contractors
  • 0.5 General credit of for all Accountant
  • 0.5 CE credit of for all AFSP
  • 0.5 CE credit of for all CRTP
  • 0.5 CPE credit of Taxes for all CPA (US)
  • 0.5 CE credit of for all EA
  • 0.5 CE credit of for all ORTP
  • 0.5 CE credit of for all MRTP
  • 0.5 CE credit of for all CFIRS
  • 0.5 CE credit of for all CWS

Subject Area:

Taxes

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Alicia Pollock

MAT,ACN,MOS

Date

Aug 12th, 2022

Time

01:00 PM – 01:30 PM
0.5 Credit

Alicia’s Favorite Utilities

Spending all your time on your computer can be a blessing or a curse. Does technology save you time, or are you wasting time making it all work? In this session, Alicia will discuss her favorite computer utilities that streamline her workflow so she can get more done more quickly. We’ll look at clipboards, windows management, presentation tools, and other behind-the-scenes productivity apps that make working easier.


Learning Objectives

  • Discover productivity apps
  • Use presentation tools
  • Get digital business cards
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CIA
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of Computer Software and Applications for all CPA (US)
  • 0.5 CPE credit of for all CVA
  • 0.5 CPE credit of for all IAP
  • 0.5 CPE credit of for all QIAL
  • 0.5 CE credit of for all MRTP
  • 0.5 CPE credit of for all CBA/MCBA

Subject Area:

Computer Software and Applications

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Brad Adams

Date

Aug 12th, 2022

Time

01:30 PM – 02:30 PM
1 Credit

How to Advise Clients Forecasting Through the Storms of Inflationary or Recessionary Periods

Keeping Your Clients Profitable Through a Volatile Economy

With inflationary pressures mounting and recessionary clouds looming, accountants and bookkeepers must prepare to advise their clients on how to effectively weather the approaching storms. As the old saying goes, “Hope for the best, but prepare for the worst.”

Learn how to help your clients more accurately predict if/when inflationary or recessionary pressures are impacting their bottom line, if/when additional funding may be required, or if/which costs need to be trimmed or cut before the crisis obliterates their bottom line. Be the Trusted Advisor who helps your clients understand their past, grade their present, and forecast their future by:

  • Creating a virtually unlimited number of What If forecasts to show the ongoing granular impact of the present inflationary crisis (or any other future recessionary scenarios) on your client’s income, expenses, profitability, and cash over time.
  • Adopting easy-to-implement, collaborative tools that quickly create KPIs and forward-looking scenarios tuned to each client’s chart of accounts that show your clients where to focus their attention.
  • Providing these easy-to-use models to the client so they can make modest changes now which result in a likely reality going forward before it’s too late.
  • Quickly updating the models each month, providing actual vs “what if” results to the client showing how well they are managing expected changes that drive desired results.

Next, simply press a ‘green button’ and gain immediate access to your client’s KPIs, top 10 expenses month over month and quarter over quarter, total and net income year over year by month, and income forecast based on past performance.

An Advisory Portal (client wellness dashboard) and KPI Scorecard round out the tools you can use as your clients’ Trusted Advisor to help them safely navigate inflationary and recessionary whirlwinds. The Advisory Portal and KPI Scorecard use color-coded predictive analytics to show performance trending (GREEN = Favorable / RED = Unfavorable) and present clients’/entities’ summary movement of Profit & Loss and Balance Sheet data over time (dynamic). 

Actionable financial insights everyone understands = GREEN means you’re good and RED means “Uh oh, we need to talk!”


The presenter, Brad Adams, President / CEO / Chairman of Qvinci, and an expert in growth, cash flow, and financial forecasting strategies, will introduce you to some game-changing tools to take your advisory services to the next level by:


  • Understanding Your Client’s Past.  Enhanced drill-down capabilities provide the flexibility to not only define the most critical client metrics to monitor, but also have those metrics at your fingertips.
  • Grading Your Client’s Present. The KPI Ratio, Expense, Income, and Forecasting Package will help you advise your clients by providing clear insight into their current financial positioning. 
  • Forecasting your Client’s Future. The What If? Cashflow and Forecasting Optimizer tool will help you walk your clients through their next 12 months to define their most likely reality in the face of volatile inflationary and recessionary pressures and make critical decisions before it’s too late.
  • Learning How to Market Your Advisory Services.  Learn how to take these powerful tools to market and drive advisory services to your firm from existing and new clients.

If You Don’t Provide Your Clients with Advisory Services, Another Accountant Will!

Learning Objectives

  • How to use the right technologies to advise your clients to more accurately understand their past, grade their present, and forecast their future, all of which are paramount in light of the current inflationary pressures and looming recession.
  • How to easily drill down through four layers of increasingly granular financial data in a matter of seconds to advise your clients more effectively.
  • How financial insights and business intelligence that color-code key performance indicators (GREEN = Favorable / RED = Unfavorable) save tons of time — so simple that anyone can understand — and are proven to generate substantial, highly profitable client advisory engagements.
  • How to use technology to motivate clients to reach out to you – their Trusted Advisor – for corrective advice before their problems get too serious.
  • How to use technology to monitor client corrective progress and to motivate you – their Trusted Advisor – to proactively reach out to clients who need your help.
  • Learn how to market your technology-based advisory services to prospective and existing clients.
  • 1 General credit of for all Accountant
  • 1 CPE credit of for all CFE
  • 1 CPE credit of for all CGFM
  • 1 CPD credit of for all CPA/CITP
  • 1 CPE credit of for all CIA
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Information Technology for all CPA (US)
  • 1 CPD credit of for all CA - ICAEW
  • 1 CPD credit of for all ACCA
  • 1 CRE credit of for all FPAC
  • 1 CPD credit of for all CA - Ireland
  • 1 CPD credit of for all CA - Scotland
  • 1 CPD credit of for all CPA - Ireland
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Information Technology

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

02:30 PM – 03:00 PM EDT

Brandon Bruce

Date

Aug 12th, 2022

Time

03:00 PM – 04:00 PM
1 Credit

Fix uncategorized transactions with Uncat

When you see an entry on the Invoice Payments Report show as "uncategorized", it means that the line items were aggregated on this bill. The line items lose the distinction between being a Time or Expense entry which makes the Activity type "uncategorized" instead of being a Service or Expense.

Uncategorized transactions, by definition, are hard to pin down. For this reason, we see the bulk of uncategorized transactions coming from places that sell a wide variety of things. Where stores like a florist or a mechanic may be more self-explanatory, the most common vendors for uncategorized transactions offer products or services that are ambiguous; think of all of the things you could buy with $300 on Amazon—and all of the reasons you would need those things. It can quickly get confusing to keep up with, for both bookkeepers and their clients, which is where Uncat comes in to help save the day.

Want to save time and streamline the process of your uncategorized transaction?

Join Uncat.

Built by accountants and bookkeepers, Uncat makes it easy to resolve uncategorized transactions with your clients. It gets information about uncategorized transactions back from clients faster and synced with your accounting software. Clients simply click a Magic Link to add descriptions and attachments to uncategorized transactions. Clients don’t need to install any apps or even remember a password. Uncat is probably the easiest app you and your clients will ever use.

In this online CPE session, we will review various methodologies for categorizing uncategorized transactions using Uncat. We will discuss how to streamline the process of your uncategorized transaction.

Learning Objectives

  • To explain what is uncategorized transactions.
  • To identify methodologies for categorizing uncategorized transactions using Uncat.
  • To discuss how to delight your clients with a Magic Link and automatic notifications.
  • To explain how to update transactions across all your clients from one screen.
  • To explore how to customize sync settings and notifications for any client.
  • 1 CPD credit of for all CPA/ABV
  • 1 CPD credit of for all CPA/CFF
  • 1 CPE credit of for all CFE
  • 1 CPE credit of for all CGFM
  • 1 CPE credit of for all CIA
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Accounting for all CPA (US)
  • 1 CPE credit of for all CVA
  • 1 PL credit of for all CFA
  • 1 CPE credit of for all IAP
  • 1 CPE credit of for all QIAL
  • 1 PL credit of for all CIPM
  • 1 CPE credit of for all CBA/MCBA
  • 1 CRE credit of for all FPAC
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Accounting

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Jon Melloy

Date

Aug 12th, 2022

Time

04:00 PM – 04:30 PM
0.5 Credit

Achieving holistic cyber security with Practice Protect

Don’t let Cyber-Crime Slow Your Business Down. Cyber security is not just an IT issue. It’s a business issue.

Cybercrime is on the rise, and tax and accounting firms are a prime target for cybercriminals because of the sensitive data they are privy to. Cyber security isn't simply a matter of setting up an antivirus for team members. It requires a holistic approach to mitigate the risks of cybercrime that accounting firms face every day.

This session is designed to familiarize participants with the Practice Protect platform and how its accountant-specific features for cyber security work for its clients.

Some of the topics that will be covered:

  • How Practice Protect, the accountant-specific cyber security platform, is the choice for today's accounting firms
  • How holistic cyber security works to mitigate cyber risk for accounting firms
  • How Practice Protect secures data with technology, team training, and compliance.

Tune in for this engaging CPE session as Rush Tech CEO Andrew Lassise discusses commonly overlooked security situations that could cost you a lot of time and money.

Learning Objectives

  • To study the most common ways in how accounting firms get breached
  • To analyze how the Practice Protect Access Hub secures cloud apps for accounting firms
  • Discuss the Practice Protect Advisory Hub & the Practice Protect University makes cyber security training easy for your employees and provide world-class support
  • To review how the Practice Protect Compliance Hub ensures compliance for CPAs
  • 0.5 General credit of for all Accountant
  • 0.5 CPE credit of Information Technology for all CPA (US)

Subject Area:

Information Technology

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert and a well known presenter of continuing education courses. He has an impeccable acumen for tax subjects, by virtue of which, he is known to create very well researched course materials helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries.

Known for his sharp tax interpretations, he is one of the quickest to bring the analysis of the latest tax updates and IRS guidance to the professional community. Jason has coached over 200,000 accounting, tax, and HR professionals on various topics of accounting, individual taxation, corporate taxation, professional ethics and much more.

He has presented over dozens of webinars on Form 1099 (MISC & R); marriage in the tax code; tax updates; the new Form W-4, payroll updates, filing status, tax credit and other issues relating to the modern-day household setting.

Moreover, Jason is known to be producing every other webinar/course a little different and updated from the previous one. No wonder, he is a top ranked presenter whose webinars and self-study course materials are very well received by the audience. 

He also teaches 2 classes at Simpson College, Individual Income Tax and Business Analytics. 

Jason always had a knack for radio shows and has and regularly features as an anchor for Radio Iowa. To reinvent this aptitude, he has recently started his own series of podcasts on myCPE ‘The Jason Show’, an edutainment podcast series that also provides continuing credits to the listeners.

Jason was born and raised in Iowa and has a degree in corporate communications from Simpson College in Indianola. He has a big family that includes his wife, two sons, 5 cats and 3 dogs. Jason holds season tickets to University of Iowa football, and enjoys using his chainsaw. Topmost item in his 2022 bucket list is to learn how to properly ‘nose & taste’ whisky. 

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Alicia is a QuickBooks® Elite ProAdvisor, a member of the Intuit Trainer/Writer Network, and was recently named Top 10 ProAdvisor by Insightful Accountant.

With a Masters in Teaching, a collection of certifications, several published books, & decades of business consulting experience, Alicia is a skilled & patient QuickBooks coach.
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Brandon Bruce is a software entrepreneur. He was previously COO & Co-founder of Cirrus Insight which was #41 on Inc. 500 list in 2016. Brandon loves talking with accounting professionals and making software that delights accountants, bookkeepers, and clients. He’s our CEO.

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Brad Adams is the CEO of Qvinci Software and is charged with formulating and executing the mission of the company. Qvinci’s Mission is defined by a single word: EMPOWERMENT! To empower accountants with near real-time access to the relevant financial and nonfinancial data, reporting, and business intelligence that everyone understands.  

A primary component of Brad’s role is to consult with the leadership teams of accounting firms of all sizes. Brad is known for his expertise in implementing advisory engagement programs that significantly reduce manual workhours while adding enormous value and profit to client advisory offerings.

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Alex has over 7 years’ experience in technology-driven solutions with a proven track of public speaking experience. Having been part of the ApprovalMax team since 2019, Alex has great product knowledge and insight into what clients need.

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Mike Roberts, With a career spanning 25 years in the world’s best known tax technology businesses, Mike is a well-respected, seasoned, leader in this fast growing market. Mike began his career qualifying as a UK Chartered Accountant, specialising in tax. He quickly grasped the significant impact technology was going to have on the tax profession and embarked on a career in that domain. His career has included devising and delivering new products that have proven to be internationally successful, running tax transformation projects in some of the world’s largest companies and high profile leadership roles with EY and Thomson Reuters.

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Jon Melloy is Head of Growth at Practice Protect, the world’s #1 data security platform for accounting firms. Practice Protect is trusted by more accountants worldwide than any other password and data management tool. 

Jon has been working at Practice Protect for over 5 years helping accountants and bookkeepers to get them complete control over the access of client data and passwords—all on the Practice Protect platform.

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Ratings and Reviews

4.3

8 Ratings

Excellent

3

Very Good

4

Average

1

Poor

0

Terrible

0

JS

John Strom, Owner

Aug 16th, 2022

More time should have been spent on various topics

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)
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  • 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;

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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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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 '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 by requesting us via email at support@my-cpe.com or you can also send us an instant message to our chat support team.

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