MYCPE ONE

Transforming your accounting firm 2023

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Conference Overview

With the advent of technology, accounting jobs are getting simplified in the global arena today. The mundane work of accountants, such as bookkeeping, receipts, voucher reviewing, scanning invoices, etc., can be done with just one click with the aid of software.
Therefore, finding the best accounting cloud service for your business is crucial. To select a possible accounting cloud service, you need to understand your business and its accounting needs and assess the products available today.
Join this Virtual Conference to gain a more complete understanding of new integrated Accounting Technologies, understand the benefits of Networking and Identify Opportunities to scale a firm beyond what was ever thought possible!
When you take offshore staffing services, you can expect to get on board with a team of highly proficient and trained accounting professionals who have gone through rigorous curriculum and exams to deliver flawlessly.
Technology also helps offshore staffing in making regular communication smoother. It will allow both parties to communicate in real-time to avoid the shock of encountering long-avoided errors in work completed. Flexibility is another significant advantage that accounting firms can gain through offshore diversification.
This Online Event will help you to understand the formation of the stigma with offshoring work.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 3 Business Mgmnt and Org
CPA (US) 1 Communications and Marketing
Accountant/Bookkeeper/Tax Professionals 2 All
CPA in Canada 3 Business Mgmnt and Org
CPA in Canada 1 All
CFE 4 All
CMA 4 All
CISA 1 All
CGFM 1 All
ACCA 4 All
CA - ICAEW 4 All
CA - Scotland 4 All
CA - Ireland 4 All
CPA - Ireland 4 All

Sessions

Dec 8th, 2022

Speakers:
Speaker Name
Philip Whitman

Owner
Whitman Transition Advisors LLC

By now you have heard of PE investments in giant CPA firms. What's exciting are the new M&A deal structures, using private and public funding sources that are allowing many more firms the opportunity to participate.

Philip Whitman, CPA, CEPA one of the nation's most experienced CPA-firm M&A deal managers, is right in the middle of it, advising buyers and sellers and helping put into place innovative new financing options.

For over 20 years Phil has advised firms across North America, working with top management in overseeing day-to-day operations to ensure efficiency & profitability. Phil specializes in succession planning, mergers & acquisitions, strategic talent acquisition, and practice management consulting. With firm management experience ranging from $2m in annual revenues to one of the Top 30 CPA firms with almost $100m in annual revenues, there's nothing Phil hasn't seen.

In this CPE session, Phil will provide us with the roadmap to what these new deal structures look like and why they are revolutionizing CPA-firm ownership. 

He'll take your questions as well - be sure to register today!

Learning Objectives

  • To analyze the new M&A deal structures.
  • To discuss how using private and public funding sources is allowing many firms the opportunity to participate.

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Certified Fraud Examiner (CFE) 1 CPE Eligible
Certified Management Accountants (CMA) 1 CPE 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

Speakers:
Speaker Name
Jeff Borschowa

Speaker
J. Galt Finance Suite

Running your own business can be stressful, but actually, getting clients to keep your business afloat? That can be one of the most difficult and anxiety-inducing struggles for a business owner. 

In today’s CPE session we will discuss how to help you get more clients for your business. 

Bringing in new clients is a crucial skill for agencies and professionals to get a steady stream of revenue and grow the business. The dirty little secret of marketing is that you can spend money and hope for the best.  However, there is a better way.  

If you want your clients to spread the word about your services, you need to get proactive. Your clients love your work, but they probably just haven’t thought about mentioning you to their contacts. When your client mentions something specific about how much they like your work, it will expand your network. You probably already get most of your best clients through referrals.  

Join this online CPE session to learn how you can do this consistently with minimal (but consistent) effort. You can learn how to attract a steady stream of your Dream Clients without getting any better at marketing or sales.

Learning Objectives

  • To identify the natural advantages of networking.
  • To analyze why introverts have an unfair advantage.
  • To review the skills you MUST develop (and how).
  • To determine the mistakes to avoid that are draining your time and bank account.
  • To identify the hidden costs of paid advertising.
  • To examine daily success habits that work for you.
  • To explain how to make networking the highest and best use of your time.
  • To discuss how to improve the results you get.
  • To analyze the systems and processes you need to implement them now.

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit 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 Information Systems Auditor (CISA) 1 CPE Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Accountant - ICAEW 1 CPD Eligible
Human Resource Certification Institute (HRCI) 1 RCH Approved
SHRM Professionals 1 PDC Approved
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

Speakers:
Speaker Name
Sia kal

Managing Partner
FY USA LLC

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If you’re looking to start an accounting firm or grow your existing accounting business, you need a business plan. Many elements make a good business plan. It often takes time, patience, and many revisions before you get the right business plan. Developing a business plan can be intimidating and you might not know where to start. You may also be prone to making some common errors that business owners tend to make on their first plan.

Join this CPE session by Sia kal to understand how to avoid common mistakes in your business plan.

This online session focuses on helping partners of accounting firms move away from traditional notions of business strategy to help propel their firms toward a different, unanticipated future. It will help you implement tested and proven strategies while remaining flexible to capture new opportunities in the future.

Learning Objectives

  • To define a believable purpose and vision to motivate your team beyond just numbers.
  • To design a simplified business plan that is easy to rally behind.
  • To recall the three C's as the critical components of the planning process.
  • To analyze opportunities to scale a firm beyond what was ever thought possible.

Qualifies For

License details Credits Status
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Certified Fraud Examiner (CFE) 1 CPE Eligible
Certified Management Accountants (CMA) 1 CPE 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

Speakers:
Speaker Name
Chris Rivera

Director of Strategic Growth
MYCPE ONE

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Speaker Name
Shawn Parikh

Co-Founder & CEO
MYCPE ONE

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Some people think that COVID-19 changed the accounting world forever. In reality, it's not so much that it changed the way we do things. We still balance the books, reconcile transactions and put a lot of effort into our month-end close. 

It did, however, thrust us into the future, pushing us further along the path we were already on. Understanding business technology and staying close to future trends is crucial for today's Accounting Business.

The following top accounting trends should be on every Accountant’s radar:

  • The accounting business would continue to grow.
  • Advisory, Cloud, Automation.
  • Cybersecurity is an important consideration.
  • Zooming in on remote working: 1 in 2 accountants will work from home in 2021.
  • Building an offshore team would be on the uptick.

Join this CPE session to discuss and understand the latest Accounting Trends that we are hoping to see in the coming years.

Learning Objectives

  • To identify the outlook for the accounting industry for 2023 and beyond.
  • To list the most popular tools to enhance profitability.
  • To identify key technology and workflow considerations to stay competitive.
  • To discuss and understand the formation of the stigma with offshoring work.
  • To analyze the impact of consumer animosity on attitude towards offshoring.

Qualifies For

License details Credits Status
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Certified Fraud Examiner (CFE) 1 CPE Eligible
Certified Management Accountants (CMA) 1 CPE 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

Enhance Your Finance & Management Skills with Shawn Parikh
Shawn Parikh

Co-Founder & CEO
MYCPE ONE

Dec 8th, 2022

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Chris Rivera
Chris Rivera

Director of Strategic Growth
MYCPE ONE

Dec 8th, 2022

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Sia Kal - Top Rated Speaker on CPE Webinars Ideal for CPAs
Sia Kal

Managing Partner
FY USA LLC

Dec 8th, 2022

View More
Jeff Borschowa
Jeff Borschowa

Speaker
J. Galt Finance Suite

Dec 8th, 2022

View More
Philip Whitman
Philip Whitman

Owner
Whitman Transition Advisors LLC

Dec 8th, 2022

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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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