MYCPE ONE

QuickBooks App Fest

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Conference Overview

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.

With Tax season 2023 around the corner, many accountants and CPAs will be excited about the business opportunities that come with it. However, most of them still use traditional QuickBooks (QB) Desktop, which lacks remote access, ultimately undermining their overall potential and preventing them from making the most of the upcoming tax season.

This CPE/CPD Conference will highlight the coming Tax season 2023, and will also discuss the QB Desktop, QBO, and QuickBooks Hosting.

There's more to your business than accounting. And sometimes, to get the job done, you need extra tools. QuickBooks Apps expands the capabilities of QuickBooks Online, each working together to improve your business. Our world is growing its weight on mobile devices and cloud applications. It allows the user to work from anywhere, anytime, and via any of the Internet-connected devices.

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.

This CPE event will help you to examine potential apps and how to pick the right one for you.

Accountants, bookkeepers, and business owners who work in any cloud application like Quickbooks want to save hours on a routine that can be automated but don't know how to do it. G-Accon is the solution. With this, you can connect Google Sheets to multiple QuickBooks companies in 2-way sync. In addition, it will automatically refresh and updates the email, and generate QuickBooks reports by using a flexible schedule.

This online event will help you to learn how to save up to 40 hours per month for only $3 per company.

Although QuickBooks has stormed the accounting world with its unique features, the number of cyber-attacks in today’s digital world has witnessed a significant increase. Thus, these call for measures that help you keep your data safe and away from cyber criminals.

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

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 2 Computer Software and Applications
CPA (US) 0.5 Information Technology
CPA (US) 1 Accounting
Accountant/Bookkeeper/Tax Professionals 1 Computer Software and Applications
CPA in Canada 2.5 All
CPA in Canada 1 Computer Software and Applications
CIA 3.5 All
CFE 3.5 All
CRTP 1 All
CMA 3.5 All
CISA 0.5 All
CPA/ABV 1 All
CVA 1 All
CFA 1 All
CPA/CFF 1 All
CGFM 3.5 All
ChFC 1 All
CPA/CITP 2.5 All
IAP 1 All
ACCA 0.5 All
CWS 1.5 All
CA - ICAEW 1.5 All
CFIRS 1.5 All
FPAC 3.5 All
QIAL 1 All
ITCA 0.5 All
CBA/MCBA 1 All
CIPM 1 All
CA - Scotland 1.5 All
CA - Ireland 1.5 All
CPA - Ireland 1.5 All

Sessions

Oct 14th, 2022

Speakers:
Speaker Name
Anuj Parihar

Senior Solutions Consultant
Ace Cloud Hosting

With Tax season 2023 around the corner, many accountants and CPAs will be excited about the business opportunities that come with it. However, most of them still use traditional QuickBooks (QB) Desktop, which lacks remote access (a must for tax season 2023), ultimately undermining their overall potential and preventing them from making the most of the upcoming tax season.

Join this CPE session which will highlight the coming Tax season 2023, and will also discuss the QB Desktop, QBO, and QuickBooks Hosting.

Learning Objectives

  • To analyze how accountants, CPAs, and Accounting firms, can make their tax season more productive.
  • To discuss the QB Desktop, QuickBooks hosting, and the coming 2023 Tax season.

Qualifies For

License details Credits Status
Chartered Professional Accountant in Canada 0.5 CPD Eligible
Certified Fraud Examiner (CFE) 0.5 CPE Eligible
Certified Government Financial Manager (CGFM) 0.5 CPE Eligible
Certified Information Technology Professionals (CITP) 0.5 CPD Eligible
Certified Internal Auditors (CIA) 0.5 CPE Eligible
Certified Management Accountants (CMA) 0.5 CPE Eligible
Computer Software and Applications for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Certified FP&A Professional (FP&A) 0.5 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Tylan Valasis

Cyber Security Specialist
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 CPE Course 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 Tylan Valasis 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 provides world-class support.
  • To review how the Practice Protect Compliance Hub ensures compliance for CPAs.

Qualifies For

License details Credits Status
Chartered Professional Accountant in Canada 0.5 CPD Eligible
Certified Fraud Examiner (CFE) 0.5 CPE Eligible
Certified Government Financial Manager (CGFM) 0.5 CPE Eligible
Certified Information Systems Auditor (CISA) 0.5 CPE Eligible
Certified Information Technology Professionals (CITP) 0.5 CPD Eligible
Certified Internal Auditors (CIA) 0.5 CPE Eligible
Certified Management Accountants (CMA) 0.5 CPE Eligible
Information Technology for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Chartered Accountant - ICAEW 0.5 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 0.5 CPD Eligible
Information Technology Certified Associate (ITCA) 0.5 CPE Eligible
Certified FP&A Professional (FP&A) 0.5 CE Eligible
Chartered Accountants - Ireland (CAI) 0.5 CPD Eligible
Chartered Accountants - Scotland 0.5 CPD Eligible
CPA - Ireland 0.5 CPD Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Alex Keselman

Product Expert
ApprovalMax

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

Qualifies For

License details Credits Status
Accredited in Business Valuation (ABV) 1 CPD Eligible
California Registered Tax Preparers (CRTP) 1 CE Approved
Chartered Professional Accountant in Canada 1 CPD Eligible
Certified Financial Forensics (CFF) 1 CPD Eligible
Certified Fraud Examiner (CFE) 1 CPE Eligible
Certified Government Financial Manager (CGFM) 1 CPE Eligible
Certified Internal Auditors (CIA) 1 CPE Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Certified Valuation Analyst (CVA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Internal Audit Practitioner (IAP) 1 CPE Eligible
Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

1:00 PM - 1:30 PM EDT

Break

Speakers:
Speaker Name
Yelena Tretyakova

Client Service Director
G-Accon LLC

Accountants, bookkeepers, and business owners who work in any cloud application like Quickbooks want to save hours on a routine that can be automated but don't know how to do it.

G-Accon is the solution!

G-Accon for QuickBooks is a connector between Google Sheets and QuickBooks Online. It is a SaaS solution allowing you to get the data that you need out of QuickBooks Online into Google Sheets and vice versa. This add-on allows accountants and bookkeepers to become more flexible in data manipulation, download reports, upload financial data in bulk, and set up automatic refresh.

With G-Accon, you can connect Google Sheets to multiple QuickBooks companies in 2-way sync. In addition, it will automatically refresh and updates the email, and generate QuickBooks reports by using a flexible schedule. 

Join this CPE session hosted by G-Accon LLC, to learn how to save up to 40 hours per month for only $3 per company.

Learning Objectives

  • To analyze how to connect Google Sheets with QuickBooks by using G-Accon.
  • To explain how to download P&L with multiple QBO entities.
  • To discuss manual and automatic data refresh.
  • To identify how to download and upload invoices.
  • To review the email notifications setup.

Qualifies For

License details Credits Status
Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Computer Software and Applications for Chartered Professional Accountant in Canada 1 CPD Eligible
Certified Fraud Examiner (CFE) 1 CPE Eligible
Certified Government Financial Manager (CGFM) 1 CPE Eligible
Certified Information Technology Professionals (CITP) 1 CPD Eligible
Certified Internal Auditors (CIA) 1 CPE Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Certified FP&A Professional (FP&A) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Alicia Pollock

Advisor
Royalwise Solutions

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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.

Each of the apps offered on apps.com varies in terms of its functionality and how deeply the software integrates with QuickBooks Online data. Some apps barely integrate with QuickBooks Online and only pull certain types of information from your QuickBooks account. Other apps integrate deeply and utilize a real-time connection with two-way sync to QuickBooks.

How do you pick which one is right for you, and how do you approach the implementation?

Alicia Pollock will turn this daunting task into a manageable step-by-step process in this QuickBooks CPE session.

Learning Objectives

  • To discover the apps.com website.
  • To examine potential apps.
  • To discuss how to pick the right app for you.
  • To analyze how to implement new software smoothly.

Qualifies For

License details Credits Status
Chartered Professional Accountant in Canada 0.5 CPD Eligible
Certified Fraud Examiner (CFE) 0.5 CPE Eligible
Certified Government Financial Manager (CGFM) 0.5 CPE Eligible
Certified Information Technology Professionals (CITP) 0.5 CPD Eligible
Certified Internal Auditors (CIA) 0.5 CPE Eligible
Certified Management Accountants (CMA) 0.5 CPE Eligible
Computer Software and Applications for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Certified FP&A Professional (FP&A) 0.5 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 0.5 CE Eligible
Certified Wealth Strategist (CWS) 0.5 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Alicia Pollock, MAT
Alicia Pollock

Advisor
Royalwise Solutions

Oct 14th, 2022

View More
Alex Keselman
Alex Keselman

Product Expert
ApprovalMax

Oct 14th, 2022

View More
Yelena Tretyakova
Yelena Tretyakova

Client Service Director
G-Accon LLC

Oct 14th, 2022

View More
Tylan Valasis
Tylan Valasis

Cyber Security Specialist
Practice Protect

Oct 14th, 2022

View More
Anuj Parihar
Anuj Parihar

Senior Solutions Consultant
Ace Cloud Hosting

Oct 14th, 2022

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



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