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.

Mobile technology is becoming more powerful each day. Today, accounting operations can be executed from anywhere via a laptop or Smartphone instead of from your office desktop. Many forward-thinking accounting firms are moving to mobile accounting to enjoy the various benefits it offers. One of the most prominent apps which are used by accountants is QuickBooks Online (QBO) Mobile Application. Whether you are part of the growing gig economy or the owner of an established business, the QuickBooks Online suite of products offers an expandable solution to match your accounting needs.

Join this online CPE virtual conference where we share the benefits of each level of QuickBooks Online, how to simplify payroll through QuickBooks Time and QuickBooks Payroll, and ways to track project profitability with QuickBooks Online Plus, and more.

QuickBooks has gained immense popularity in recent years among small and medium business owners due to the ease it provides for keeping accounts and managing finances. The app has many uses, only if you know how to use it, you will be greatly benefited. QuickBooks houses many pre-created reports for your convenience, but if you wish you can create your Customized Reports in QuickBooks Desktop and mail them as well. 

At this CPE/CPD virtual event, we will also show how to customize reports in QuickBooks Online.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 0.5 Computer Software and Applications
CPA (US) 0.5 Information Technology
CPA (US) 2 Accounting
CPA (US) 1 Business Mgmnt and Org
Accountant/Bookkeeper/Tax Professionals 0.5 Information Technology
Accountant/Bookkeeper/Tax Professionals 2 All
CPA in Canada 4 All
CIA 3 All
CFE 2 All
CMA 3 All
CISA 0.5 All
CPA/ABV 1 All
CVA 2 All
CFA 1 All
CGFM 2 All
CPA/CITP 1 All
Maryland Tax Preparer 1 Computer technology
IAP 2 All
ACCA 2 All
CWS 0.5 All
CA - ICAEW 2.5 All
CFIRS 0.5 All
FPAC 2 All
QIAL 1 All
ITCA 0.5 All
CBA/MCBA 2 All
CIPM 1 All
CA - Scotland 2.5 All
CA - Ireland 2.5 All
CPA - Ireland 2.5 All

Sessions

Dec 14th, 2022

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

Advanced

Instuctional Method

Group Internet Based

Pre-requisites

NA

Advance Preparation

NA

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
Information Technology for Accountant/Bookkeeper/Tax Professionals 0.5 General Credit Eligible
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
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

Advanced

Instuctional Method

Group Internet Based

Pre-requisites

NA

Advance Preparation

NA

Speakers:
Speaker Name
Brad Adams

Chief Executive Officer (CEO)
Qvinci Software

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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.”

Inflation is at a 40-year high, the feds have hiked interest rates and will likely continue, and consumer spending is slowing month-over-month. Plus, Bloomberg Economics and many others are predicting there’s at least a 75% probability of a recession. That’s bleak news, but thankfully there’s a highly effective solution. 

Join this CPE session to learn how to utilize simple technology to profitably forecast your clients through the volatile storms of inflationary or recessionary periods with the help of Qvinci.

Qvinci is a cloud-based solution that enhances the capabilities of QuickBooks, Xero, MYOB, and Excel, empowering accounting firms, self-employed accountants, and private-practice bookkeepers. It saves time and grows their client advisory revenue by providing actionable financial insights everyone understands.

Learning Objectives

  • To implement best practices and strategies to become your clients’ “Trusted Advisor” during challenging economic periods.
  • To speak in a way clients easily understand.
  • To analyze the right tools, best practices, and strategies to empower you with state-of-the-art inflation and recession advisory services capabilities.
  • To explore the utilization of business intelligence and predictive analytics solutions to boost your clients’ profitability during the present inflation and approaching recession.
  • To integrate QuickBooks and game-changing business intelligence in one powerful single-sourced, cost-effective package.
  • To discuss how to market your inflation and recession advisory services.

Qualifies For

License details Credits Status
Chartered Professional Accountant in Canada 1 CPD 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
Internal Audit Practitioner (IAP) 1 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01396-22-O) 1 CE Approved
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible

Other Details

Subject Area

-

Course Level

Advanced

Instuctional Method

Group Internet Based

Pre-requisites

NA

Advance Preparation

NA

1:00 PM - 1:30 PM EDT

Break

Speakers:
Speaker Name
Alyssa Rambeau

Solutions Specialist
Gilded

Speaker Name
Heather Vertin

Chief Revenue Officer
Gilded

Ready to take your practice into the future? 

The digital asset economy is a multi-billion dollar industry and growing daily. By 2030, cryptocurrency is projected to displace national currencies by 25%*. Even in the face of economic uncertainty, institutions continue to adopt blockchain-based assets at a record pace. 

Digital assets represent a massive opportunity and a brand-new revenue stream for accounting professionals, but diving head first into the cutting edge can be daunting. Luckily, there are tools and resources available to make the process painless (and fun, even!). 

This CPE session is designed to provide accounting professionals with an entry-level introduction to blockchain and the tools and resources needed to grow your practice with digital asset services.

Learning Objectives

  • To explain what the blockchain revolution means for the accounting industry and how to make the most of this brand-new opportunity and revenue stream.
  • To identify the necessary steps to prepare your practice to support corporate digital asset clients.
  • To explore crypto accounting tools, best practices, and the requisite tech stack to equip your practice and clients for success.
  • To review Gilded’s CryptoAdvisor Program, educational opportunities, and additional digital asset resources for accounting professionals.

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Accredited in Business Valuation (ABV) 1 CPD Eligible
Chartered Professional Accountant in Canada 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
Association of Chartered Certified Accountants (ACCA) 1 CPD 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

NA

Advance Preparation

NA

Speakers:
Speaker Name
Mitchell Diederich

Partner Account Executive
Divvy Expense Management

Are you spending hours reconciling client transactions and closing their books each month?

Traditional expense management is time-consuming, inefficient, and fragmented. Your clients don’t get real-time visibility into cash flows, have trouble sticking to a budget, and can’t do proactive planning.

What if you could offer clients a way to allocate department-level budgets, automate compliance, and streamline expense categorization and reporting in their accounting platform? 

Spend Management automation presents an opportunity for firms to help clients automate manual expense-management tasks and frees firms to deliver accurate reports, forecasts, and insights. Divvy, a BILL company, is CPA.com's preferred spend and expense management technology solution. 

Join this online CPE session to discover the elements of Spend Management automation - how Divvy’s free-to-use Spend Management software can help you eliminate manual repetitive expense management and free up your time to offer advisory services.

Learning Objectives

  • To analyze the elements of Spend Management automation: Corporate cards, software and accounting-platform integrations.
  • To explain how to leverage the Divvy platform to grow your advisory offering; provide actionable insights surrounding cash flow, budgets, forecasts, and business performance.
  • To recognize efficiencies and savings for your firm and for clients through streamlined internal processes, reduced software spend and freeing up employee time.

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Accountant - ICAEW 1 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD 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

NA

Advance Preparation

NA

Session Speakers

Alicia Pollock, MAT
Alicia Pollock

Advisor
Royalwise Solutions

Dec 14th, 2022

View More
Brad Adams
Brad Adams

Chief Executive Officer (CEO)
Qvinci Software

Dec 14th, 2022

View More
Tylan Valasis
Tylan Valasis

Cyber Security Specialist
Practice Protect

Dec 14th, 2022

View More
Alyssa Rambeau
Alyssa Rambeau

Solutions Specialist
Gilded

Dec 14th, 2022

View More
Heather Vertin
Heather Vertin

Chief Revenue Officer
Gilded

Dec 14th, 2022

View More
Mitchell Diederich
Mitchell Diederich

Partner Account Executive
Divvy Expense Management

Dec 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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