Transforming Your Accounting Firm - Embracing Disruptions for 2021 and Beyond!

FREE

Total Credits

7 CPE

Live Conference

Dec 8th, 2021

Transforming Your Accounting Firm - Embracing Disruptions for 2021 and Beyond!

On accounting of productivity optimization available through technology, many professions and businesses are changing too fast to catch up.

From mitigating unprecedented disruptors to adapting to new operational paradigms, professionals in all industries have found themselves dealing with major changes, many of them driven by emerging technologies. Modern-day accounting is one of such professions and business practices. Gone are the days of task-oriented projects…! The profession has moved far beyond mere bookkeeping and payroll, and like its partner procurement, it's taking an increasingly strategic role for forward-thinking businesses. It has shifted to smart use of information in taking sensitive business decisions towards an advisory that not only adds far more value but also provides greater chances for the development and growth of the business practice.

Artificial intelligence, robotics, innovation in accounting, tax, and practice management software, mobile device usage, and social media have disrupted the traditional slow systems of working and moved to a fast-paced result-oriented era. This opens up new doors for the opportunities for the industry professionals while steeply charging with adaptation requirements.

However, this has disrupted the traditional way of working, requirements of individuals, type of skill-sets, communication, and many other key areas. Modern automated systems, their knowledge in theory and practice have become one of the must-have skill-sets for accounting professionals.

This Online CPE Virtual Conference assists you with the transformation avenues that your firm needs to work on now.

Continuing Education Credits

The sessions of the conference qualifies for

  • 63 General Credit for all Accountant
  • 1 CPE Credit of Auditing for CPA (US)
  • 1.5 CPE Credit of Business Management and Organization for CPA (US)
  • 1 CPE Credit of Finance for CPA (US)
  • 2 CPE Credit of Communications & Marketing for CPA (US)
  • 1.5 CPE Credit of Personal Development for CPA (US)
  • 7 CE Credit for all CFIRS
  • 7 CE Credit for all CWS
  • 2 CPD Credit for all CPA (CA)
  • 4 CPE Credit for all CMA
  • 1 Credit for all
  • 1 PDC Credit for all SHRM

Manish Gupta

Date

Dec 8th, 2021

Time

10:00 AM – 11:00 AM
1 Credit

Future Proof your Internal Audit Function

How can you build your internal audit program into one that is valued by management now and into the future?

Internal audit’s evolution has not strictly followed a linear progression as there have also been reactive leaps forward in response to market pressures, the changing risk landscape, and corporate governance failures. Some notable examples over the last thirty years include Barings Bank, Enron, Tesco, Wells Fargo Bank, and more recently with Carillion. Each such instance should be seen as an opportunity to learn.

Although the root cause around these failures varies, it is debatable that a more effective internal audit could have at least reduced the impact of such failures and ideally helped prevent them from occurring.

As the years advance, the rate of change accelerates but the internal audit profession’s need to respond to this change remains. For internal audit to remain relevant, it must respond effectively to the various challenges faced by organizations. Failing to evolve will erode the impact and value.

In this CPE session speaker will take you through some actions that we can take to evolve internal audit functions.

Learning Objectives

  • To discuss the evolution of internal audit roles and different expectations.
  • To analyze how companies can make their internal audit function relevant and support business.
  • To inspect how to apply best practices to future proof internal audit department.

  • 7 General credit of for all Accountant
  • 1 CPE credit of Auditing for all CPA (US)
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Auditing

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

David Wilkins

CPA (US)

Date

Dec 8th, 2021

Time

11:00 AM – 11:30 AM
0.5 Credit

Five Keys to Start Offering Client Advisory Services

In a continuously evolving marketplace, it is necessary to have a trusted business partner that can guide you in making decisions that can ensure long-term business success. To deal with the modern-day business challenges, more and more businesses go towards seeking strategic insights. This advice is specifically generated from the base of accounting and development for the business prospects of how you can progress in the changing market behavior. 

The client advisory services can help businesses to shift their business models, operations, and are supported by real-time data to take strategic insights. These invaluable insights support businesses to make decisions that provide a path to business success and long-term growth. 

In this Online CPE session, the speaker David Wilkins will explore the subject on you as an accounting professional you can empower and enhance your offerings to help firms offer effective services that continue to remain profitable. 

Learning Objectives

  • Key advantages of Client advisory services
  • The importance of Client advisory services for your clients
  • Key steps to start offering client advisory services
  • 7 General credit of for all Accountant
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of Business Management and Organization for all CPA (US)
  • 0.5 credit of for all
  • 0.5 CE credit of for all CFIRS
  • 0.5 CE credit of for all CWS

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Shawn Parikh

Date

Dec 8th, 2021

Time

11:30 AM – 12:00 PM
0.5 Credit

Focus on the Core this Tax Season and Onwards! Accountants!

Tax season is the epitome of patience for any accounting and tax professional…! There are simply a lot of domains to focus on. Be it business management, process streamlining, client relations, or managing overall processes with deadlines. There are a lot of ways to ensure these tasks are managed correctly. However, the key task to focus on here is delegation. 

In this online CPE, session learned speaker Shawn Parikh will share his expertise on how delegating the right task to the right professionals can make all the difference between the successful and challenging tax season. With years of experience and expertise in the global competitive markets, Shawn has realized that the best way to achieve all the success you need in the tax season and beyond is by accepting the offshore model. He is going to draw attention to the idea of offshoring as the one promoting ease of business and implementing the process as a solution to manage your complex tasks. He will also be busting the myths that keep you from achieving your true business success by applying this business strategy.  

This online CPE session covers the following key topics: 

  • The challenges of accountants: Tax season and beyond
  • The effective way to solve a business season challenge
  • Delegation: Challenges to achieving the required staff
  • Offshoring: Processes and implementation
  • Busting the myths around offshoring
  • Case study

Learning Objectives

  • To recognize the challenges of accountants
  • To identify the effective solution to solve the business challenge for accountants]
  • To develop delegation as the solution to accountant’s problems
  • To explore offshoring as the way to solve the accountant’s tasks
  • To recognize these ideas in the light of case studies.
  • 7 General credit of for all Accountant
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of Business Management and Organization for all CPA (US)
  • 0.5 credit of for all
  • 0.5 CE credit of for all CFIRS
  • 0.5 CE credit of for all CWS

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

12:00 PM – 12:30 PM EDT

Gary Cokins

CMA, MBA

Date

Dec 8th, 2021

Time

12:30 PM – 01:30 PM
1 Credit

Effective Management Accounting

Management accounting is the provision of financial and non-financial decision-making information to managers. In management accounting or managerial accounting, managers use the provisions of accounting information to inform themselves better before they decide matters within their organizations, which allows them to manage better and perform control functions.Critics have claimed that traditional managerial accounting is at best useless and at worst dysfunctional and misleading. Most line managers do not trust their management accounting data. Enter 21st Century management accounting develops cost/unit metrics. They are useful for budgeting, cost analysis, and control.

Activity-based costing (ABC) is really useful because :

  • It brings truly accurate fact-based costs with visibility. 
  • It traces costs by identifying the cause-and-effect relationships to just broadly allocating overheads.
  • It enables to see true profit margin for products and service lines and for specific sales channels and customers.
  • It reduces costs.
  • It improves productivity by reporting unit costs that can be benchmarked against your competition.
  • It provides a way to monitor cost trends.
  • It removed barriers caused by current management accounting techniques
  • It can provide huge rewards.

Gary Cokins - an internationally recognized expert, speaker, and author in enterprise and corporate performance management improvement methods and business analytics, gives an in-depth understanding and guidance of what this method is and how should you implement it to reap real, long-term benefits for your business.

Learning Objectives

  • To recognize the need for advanced management accounting techniques, such as ABC?
  • How the ABC cost assignment network structure connects costs to products, service lines, channels, and customers.
  • To explore how to use ABC to manage product, service-line, channel, and customer profitability
  • To identify how to measure customer lifetime value (CLV) for retail customers.
  • To recognize and understand costs across a B2B supply chain’s trading partners.
  • To differentiate between two views of costs: (1) process view versus (2) diverse outputs view
  • To compare ABC with time-driven ABC, resource consumption accounting (RCA),
  • To explore the accounting and other costing techniques.
  • To apply “Attributes” to assess ”value-added costs” and “costs of quality (COQ)”
  • 7 General credit of for all Accountant
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Finance for all CPA (US)
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Finance

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Janet Falk

Date

Dec 8th, 2021

Time

01:30 PM – 02:30 PM
1 Credit

Four Essential Tools for Media Success

As an accountant, and as a business owner, you’re focused on sales, operations, and managing employees, and not Public Relations or Marketing.

Building new business connections is always challenging, but doing it from home is even more difficult. How do you do it?

In this online CPE session, we will look at the tactics, plans, and processes for becoming more comfortable in marketing to prospects and how to interact with them using the media. (It’s easier than you think.)

It may be difficult, but it is not insurmountable, to execute campaigns that attract customers, keep current clients informed, and generate media coverage, even without a trained Communications Manager leading the effort.

This online CPE session covers the following key topics:

  • Essential Tools for Media Success.
  • Executive Media Profile.
  • Press Release.
  • Media List and Media-Friendly Website that every accounting firm must have to support growth.

Learning Objectives

  • To analyze how to introduce yourself to reporters.
  • To discuss how to prepare and distribute a press release that will get media interest.
  • To inspect how to assemble a list of media contacts.
  • To investigate how to polish your website to be media-friendly.
  • To analyze how to promote the news article in which you are quoted.
  • 7 General credit of for all Accountant
  • 1 CPE credit of Communications & Marketing for all CPA (US)
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Communications & Marketing

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Break

02:30 PM – 03:00 PM EDT

Ryan Standil

Date

Dec 8th, 2021

Time

03:00 PM – 04:00 PM
1 Credit

Conciseness and Attention to Detail for CPAs

Effective writing has four characteristics: Clarity, conciseness, attention to detail, and readability and this Online CPE session covers two of these important topics in writing that you can benefit from.

Sprawling sentences can feel overwhelming. Many times it makes it harder for the reader to quickly identify the main point of what you’re trying to communicate. At times, it is also boring. Concise writing helps grab and hold the reader’s attention. It also makes the writing more memorable and impactful for the reader. Moreover, it has been observed that in general, clients and colleagues prefer brevity over verbosity.

Although paying attention to details seems like an obvious skill, but in technical writing it is tricky. Using fewer words in legal and professional writing is not easy as it sounds. With this skill acquired, you ensure maintaining efficiency, increasing your productivity, and reducing the chances of errors, making your job easier. This is the reason attention to detail is a key skill.

With conciseness and attention to detail skills mastered, your communication will be easy and to the point for your readers, and you will gain the trust on your competency.

This Communication Online CPE session covers the following Key Topics: 

  • How to omit unnecessary words and syllables
  • How to manage to condense verbose phrases
  • Recognizing when active voice and passive voice are appropriate
  • Costly mistakes in the areas of grammar, spelling, and usage
  • Politically correct pronouns
  • The traps of technological aids, such as “spell check”

Learning Objectives

  • To explore how you can omit unnecessary details from your writing and condense verbose phrases.
  • To identify how to use active and passive voice appropriately.
  • To discuss how you can get away from costly mistakes.
  • To recognize politically correct use of grammar, spelling, and pronouns.
  • 7 General credit of for all Accountant
  • 1 CPE credit of Communications & Marketing for all CPA (US)
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Communications & Marketing

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Sherre DeMao

Date

Dec 8th, 2021

Time

04:00 PM – 05:00 PM
1 Credit

Are You the Leader You Think You Are?

Perception is reality, and when it comes to leading a team or an organization, perception and reality need to be in alignment to be an effective and engaging leader. With national statistics citing that only 23% of employees are engaged and enjoying their work, as a leader, you have an opportunity to excel where so many others are failing. Based on her work with emerging leaders, leadership succession, and high-performance, high-engagement cultures, Sherre’ DeMao will provide insights on the following major topics:

  • The two different ways employee disengagement happens
  • Different styles of leadership and teams that can make or break your success
  • How values play a pivotal role in leading a high-performance culture
  • What you may be doing that is negatively impacting your ability as a leader

Learning Objectives

  • To determine how to create a highly engaged team
  • To describe the power of engagement
  • To identify ways to improve teamwork
  • 7 General credit of for all Accountant
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Personal Development for all CPA (US)
  • 1 PDC credit of for all SHRM ( Course No. 21-MVM2Z )
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Personal Development

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Laura Bechard (CPA-CGA)

CPA (CA)

Date

Dec 8th, 2021

Time

05:00 PM – 05:30 PM
0.5 Credit

The Seven Sins of Wages

The conventional pay system is characterized by guaranteed wages, annual merit evaluations and merit pay increases, annual cola increases, and market-based pay set by a market survey. The Total Performance System is an alternative to conventional entitlement pay.

Today’s demanding business world requires work teams to exceed expectations. Only a team with techniques to create synergy, enhance motivation, and improve communication among members can achieve awesome results. In the high-stress, continuously shifting, and demanding environment only a team that is trained with tried-and-true principles has such chances to thrive. 

This CPE session provides first-hand guidance from a learned speaker Laura Bechard about how you can build a team for success. This session will also discuss strategies and tips to empower productivity, raise morale, and increase work profitability. Applying all these strategies successfully can definitely help you and your team to take the winning jump. 

Key topics covered in this CPE session: 

  • The conventional pay system is characterized by guaranteed wages
  • Determine annual merit evaluations 
  • Determine merit pay increases
  • Importance of understanding each other’s roles and duties
  • Creating a nurturing and trusting environment for a winning team

Learning Objectives

  • To explore the factors that make teams strong and effective
  • To identify tools to support trust and vulnerability among team members
  • To recognize ways to improve the effectiveness of communication in reaching team consensus
  • 7 General credit of for all Accountant
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of Personal Development for all CPA (US)
  • 0.5 CE credit of for all CFIRS
  • 0.5 CE credit of for all CWS

Subject Area:

Personal Development

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Chris Rivera

Date

Dec 8th, 2021

Time

05:30 PM – 06:00 PM
0.5 Credit

Panel Discussion: Offshoring challenges! Ask the Expert Panel discussion!

Offshore staffing services can be a life-altering experience for first-timers, both for employers and employees alike. Cost-effectiveness and peace of mind are the bi-products for which offshoring sells.

However, the solution comes with its problems.

Maintaining a sense of team between onshore and offshore staff with the feel of the team is essential for any team to succeed. In this online CPE session, you will face how you can improve the offshore staffing experience including its challenges like how people feel about it, the best ways to engage and enable integration, and smooth working of local and offshore staff together.

This CPE session provides an opportunity to learn about offshoring directly from the feedback, suggestions, and reviews of some of the entrepreneurs who have excelled at offshoring. 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 or we will possibly try to resolve them.

Key Topics:

  • The benefits of offshore staffing.
  • The challenges of offshore staffing.
  • Solutions for the challenges of offshore staffing.
  • This is not a traditional CPE session but a highly interactive meeting. Here we would interact with the audience most of the time and help them with their challenges and situations and we would be taking your questions on the go.

Learning Objectives

  • How to engage and integrate the Onshore/Offshore Team?
  • How to manage the change of offshoring in the firm involving Client & Team Perspective?
  • How to restructure roles & responsibilities? We will also show a small exercise that may help.
  • Managing Accountability & Reporting of Offshore Team
  • Best Practices of working in a unified culture of Onshore/Offshore teams and building harmony.
  • 7 General credit of for all Accountant
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 0.5 CPE credit of Business Management and Organization for all CPA (US)
  • 0.5 CE credit of for all CFIRS
  • 0.5 CE credit of for all CWS

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Gary Cokins is an internationally recognized expert, speaker, and author in enterprise and corporate performance management improvement methods and business analytics. He is the founder of Analytics-Based Performance Management, an advisory firm located in Cary, North Carolina at www.garycokins.com. Gary received a BS degree with honors in Industrial Engineering/Operations Research from Cornell University in 1971. He received his MBA with honors from Northwestern University’s Kellogg School of Management in 1974. Gary began his career as a strategic planner with FMC’s Link-Belt Division and then served as Financial Controller and Operations Manager. In 1981 Gary began his management consulting career first with Deloitte consulting, and then in 1988 with KPMG consulting. In 1992 Gary headed the National Cost Management Consulting Services for Electronic Data Systems (EDS) now part of HP. From 1997 until 2013 Gary was a Principal Consultant with SAS, a leading provider of business analytics software. 

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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 work 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 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 

  • 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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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 the accounting domain and highlights their insights on the latest trends in the 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
  • A new approach to ‘Work Less-Make More’ for CPA firms
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Janet Falk is a Communications professional with more than 30 years’ experience in-house, as a consultant, and at public relations agencies. As Chief Strategist of Falk Communications and Research, she manages pro-active media outreach and has secured placement of executives and events in local, national and international print and broadcast media. For example, articles in three hotel industry publications generated more than 800 phone calls from hotel industry CFOs inquiring about a client’s services, a far more impactful and economical approach than buying a list of hotel executives for cold-calling. Accountants, attorneys, business executives, and consultants rely on her insight, strategy, and analysis. Janet is a versatile writer who can prepare newsletters, speeches, presentations, and website copy, as well as marketing literature. She has a broad network of contacts among graphic designers, web developers, photographers, and printers to meet related client needs.

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Sherré DeMao is CEO and BizGrowth Maestro of BizGrowth Inc., an award-winning firm specializing in next-level, next-idea solutions for entrepreneurs.  A Certified Growth Strategist, she is an expert in helping companies grow in value and worth. A nationally acclaimed author, speaker, and impassioned researcher, she is currently conducting a groundbreaking study linking a company's stock value to corporate culture.  

Sherré has been a featured expert on profitability and strategy at Business & Industry, Controllers, and CPA Society conferences and for CPE credit across North America. Her out-of-the-box thinking resulted in her being inducted into the Evolutional Business Council, dedicated to purpose-driven thought leadership on a global scale.  Her firm’s proprietary best practices have earned her recognition as a Top 50 Enterprising Woman of the Year, as well as being honored with an International Consultancy Award for her specialty in working with entrepreneurial enterprises from Corporate Vision magazine. She was also featured in Huffington Post’s Thrive Global series entitled Women of the C-Suite last fall. 

Her first book, Me, Myself & Inc., introduced an alternative Life Synergy approach for entrepreneurs versus Work/Life Balance, resulting in her being a subject matter expert for the university textbook Smart Start-up Business Management.  Her most recent book, Dream Wide Awake, was released in 2020 and was selected by the National Association of Women in Construction for their Leadership Book Club. Her next books, The Profitability Quotient, and The Prosperity Imperative are expected to be released in 2022.

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Ryan Standil leads training programs about effective written communication. The goal of the programs is to teach participants how to view their own writing from the perspective of their readers.

Before he became a writing instructor, Ryan worked at a law firm in Toronto, Ontario.

Ryan attended Western University, in London, Ontario, where he graduated from the HBA program at the Ivey Business School and the JD program at the Faculty of Law.

Today, Ryan delivers presentations at many of the leading organizations in North America, such as Dentons, RBC, and Clear Law Institute.


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WHAT I DO: I help financial services, law firms, and accounting and bookkeeping firms stand out from the competition, grow their firm, and plan for a successful exit from their business. To get there, we advise on business improvements - a successful practice/firm, a culture of accountability, and an aligned team with a fulfilling personal life.

HOW I DO THIS: By working with firm partners, we provide world-class business advisory services to the firm and to ideal clients by white labeling, co-branding, or sponsorship.

WHY IT WORKS: Firms improve the productivity of teams. Clients become stronger by implementing our recommendations thus making them more loyal to the firm and in need of higher-value services. Keep your top A clients and improve your B’s and C’s.

WHAT OTHERS SAY: "I can’t say enough about the clarity she has brought. We’ve been in business since 2011 but I’ve learned more in the last year than all the prior years combined. Laura is a great advisor, and a successful business owner herself. She has talked me out of panic and into a solution many times."

WHO I WORK WITH: I work with financial services, law firms, and accounting and bookkeeping firms who want to improve organizational performance by removing friction in their people systems and improving compliance with business processes. We provide valuable, scalable business advisory services to their clients while maintaining their role as trusted advisors.

EXPERTISE:
  1. 30+ years of business experience,
  2. Value Builder Advisor,
  3. Expertise in cash flow, finance, business routines/systems, operational excellence, hiring and performance management, transition management, and strategy (CPA, MBA, Change Management)
  4. Governance (NFP) & grant writing
  5. Exit planning
  6. Acquisition Advisory
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Energetic, ambitious, and Result-oriented professional, offering +15 years of extensive experience in Management, operations, Finance, Audit, Risk management, marketing, and customer experience.

Manish has hands-on experience in Monthly Reporting and Pnl Analysis, Budgeting, and strategic planning.

Passionate for learning and development, thinking in innovative and non-traditional ways, Manish is your business partner for growth.

Manish is experienced with leading projects for change. He has led ERP implementation for 16 hotels in Htoo Group.

Manish is focused, displays a positive attitude, and Topline growth approach towards business problems. He believes in efficiencies and lean management.

He is also on his Entrepreneurial journey and founded https://ehotelmanagementschool.com for sharing knowledge and experience via online classes and sessions. Startups also helps small hotels and other startups with finance and management consulting.

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David Wilkins is a CPA, information systems, and small business consultant.  Over his 3 plus decades, David has worked as a senior project and consulting manager at companies such as USAA, E&Y, PricewaterhouseCoopers, and IBM as well as having started several practices and owned a franchise.  He has advised and partnered with startups, entrepreneurs, and Fortune 100 C Suite executives to achieve measurable results by focusing on delivering real business value.  His experience includes business planning, accounting, the full lifecycle of information systems, professional services practice, and business development as well as business process improvement.  David describes himself as one who “knows the debits and credits as well as the bits and bytes.

David Wilkins resides in the Atlanta Metro Area and earned a BBA and MBA from the University of Michigan.

Wolverine Business Solutions partners with sole practitioners and small accounting firms so they can help their SMB clients drive financial performance, accelerate growth and build lasting value using the Wolverine Business Solutions strategic Financial Performance Process.

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Ratings and Reviews

4.3

8 Ratings

Excellent

3

Very Good

4

Average

1

Poor

0

Terrible

0

KK

Keith Knabe, Owner

Dec 9th, 2021

There were multiple sessions and presenters. Some were better than others, but overall it was an informative day that went by fast and I enjoyed most all of it.

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)
  • 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.

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, organized 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.

You can cancel your registration for a premium conference/workshop at any time before the start of the event. Upon successful cancellation the entire amount shall be credited to your myCPE wallet within 24-48 working hours. The balance in your myCPE wallet can be used to register for premium live webinars, premium self-study webinars, myCPE package courses or any other future virtual conference/workshop.

All the upcoming virtual events can be seen listed under the ‘Virtual Events’ tab on the homepage of myCPE (www.my-cpe.com).

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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