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To get a sense of how much change the accounting profession is undergoing, look no further than recent changes to the CPA exam. The 100-plus-year-old licensing gold standard in its 2021 exam pushes an emphasis on understanding business processes, automation, data analytics, and “the need for a digital and data-driven mindset.”
With the arrival of the year 2022, the world has witnessed many changes.
Although these variations were not as exceptional as what was expected by most of us, yet the alteration in the technological world has started the beginning of a new futuristic world. We are currently seeing an upsurge in technological advancements and automated functions.
If we look at the finance industry, technology might still be a few inches away from the accounting world for now but has started to function/adapt as per these new advancements.
At present, we are rapidly moving in the accounting industry with advancements and technical fixes on even areas like cloud-based subscriptions, on-premise solutions, Software-as-a-service (SaaS), and more.
As per a worldwide survey based on the answers of 3000 accountants in 2019, a stark percentage (around 90%) believes that the accounting industry will enter a cultural shift by the next decade.
Moreover, the effect of such a shift has started to come to light in the form of emerging technologies, business services, hiring practices, work-from-home practices, and offshore staffing.
This Online CPE virtual conference will guide you with these key trends in the accounting industry for the year 2022 & beyond.
The sessions of the conference qualifies for
Date
Time
Technology and
Innovations in Business models have disrupted so many industries in recent
years. Taxi service, travel, banking, and shopping have been radically
transformed by technology and innovation. These industries have been turned
upside down and reshaped in just a few years.
The same is true
for the accounting industry. Accounting is no longer a person at a desk opening
mail and processing invoices. A majority of invoices are sent electronically,
and many are automatically paid through a processing system.
The merger of
technology and accounting is becoming greater and greater every day, and
business leaders need to stay ahead of this change. They need to understand
that technology is quickly changing the way accounting functions within an
organization.
Automated
processes can provide the bulk of services with oversight, while accounting
professionals will focus on offering expert advice and insight, strengthening
customer relationships in the process.
Join in this CPE session to understand such
changes in more detail and discuss some best practices we can employ to embrace
such changes.
Subject Area:
Accounting
Course Level:
Basic
Instuctional Method:
Group Internet Based
Pre-requisites:
Advance Preparation:
Date
Time
The tax law is always changing and seemingly
getting more complicated every year.
Each year,
a handful of tax issues typically requires special attention by tax
practitioners. The reasons vary, from a particularly complicated new provision
in the Internal Revenue Code to a planning technique opened up by a new
regulation or ruling, or the availability of a significant tax benefit. This
creates the need for the tax practitioner to constantly stay on top of the new
rules and reassess tax strategies every year.
This CPE session focuses on the latest most
important topics for tax practitioners. It examines selected new law
provisions, new IRS rules, and regulations.
Tax
resolution means providing solutions to businesses and individuals alike who
find themselves in trouble with the IRS. To resolve tax matters with the IRS,
the IRS' Offer in Compromise (OIC) program encourages delinquent taxpayers to
settle their back taxes, often for reduced amounts.
The areas
covered are offers in compromise, wage garnishments, bankruptcy, installment,
delinquent tax returns, IRS bank levies, freedom of information requests, IRS
payment plans, payroll tax problems, IRS audits, penalty abatement, liens,
collection appeals, IRS appeals, innocent spouse, and the expiration of
statutes.
This CPE session will also help you to make a profit
from this tax resolution.
Subject Area:
Taxes
Course Level:
Basic
Instuctional Method:
Group Internet Based
Pre-requisites:
Advance Preparation:
Date
Time
Are you tired of/ frightened of/ overwhelmed
by/ indifferent to/ just clueless about all the build-your-practice and
keep-up-with-the-times material put out there by the "business growth
gurus?"
As
non-accountants or non-practicing accountants themselves, they are all in the
business of telling you how to grow and revolutionize your accounting or tax
practice.
To be
clear: they earn their living, sometimes their prosperity, from telling you
what to do and they usually do so in a "glamorous" way, full of pomp
and circumstance. It follows, this is not what this CPE session is about.
In this
CPE session speaker, Basil Agrocosta is an ordinary, local accountant not in
the business of/ do not generating any income from telling you how to grow your
business. He is a small business person who generated about $175,000 in
revenues this year, from clients who pay him no more than $3,000 annually.
The
speaker in this CPE session will talk about what he had done to get to this
point; how he had consistently made more income, year-after-year, for these
first 10 years of being in business; and about how he is currently on track to
gross 1/2 million dollars per year in the next 4-7 years.
Subject Area:
Business Management and Organization
Course Level:
Basic
Instuctional Method:
Group Internet Based
Pre-requisites:
Advance Preparation:
12:30 PM – 01:00 PM EDT
Date
Time
Accounting is not for the faint of heart!
We all
know that working in an accounting firm can be a very busy lifestyle choice. We
have all felt the pain of deadlines and crunch times. Worse, we have also felt the
dread of looming deadlines. The struggle is often that we either don’t know
when to eliminate, automate, or delegate tasks. And, if we do know when, the
real question is how is our time best spent?
In this CPE session, we will focus
specifically on business development tasks that can add value to the clients.
If we can
appropriately eliminate, automate, or delegate them, we can grow our firm
faster, cheaper, and more reliably. And, we can usually get significantly
better results in the process by adding value to the clients.
Let’s start with eliminating...
We are
living in a fast-changing world and there is increasing pressure to keep up.
The secret to growth is to slow down and first take stock of where you are at
in your business. If you assess the return on investment from EVERY business
development activity, you can start to see items that should be
eliminated.
Next, we have automate…
There are
a lot of repetitive tasks that can be automated to free up time. The goal of
automation should be to free up time to focus on adding value to clients, not
to replace client interaction. You can add value by seeking out other products
or services that they may need. Or, you
can simply spend more time talking to the client to see what they value. Either way, automation should give you more
time to focus on the client experience.
It should never replace client communication!
Finally, we have to delegate...
This is
probably the hardest for young professionals as they develop their technical
skills. Ironically, I think this is the biggest hurdle in large firms when one
makes the transition from technician to manager. The skillset that makes you
good at getting work done is no longer relevant. Suddenly, you need to learn
how to delegate and manage the work.
Subject Area:
Business Management and Organization
Course Level:
Basic
Instuctional Method:
Group Internet Based
Pre-requisites:
Advance Preparation:
Date
Time
Finance
leaders are moving into 2022 with cautious and measured optimism, well aware of
the challenges that lie ahead. But with these challenges come opportunities and
solutions, so as finance and accounting teams jump into 2022, here’s what to
prepare for and how to excel in 2022.
Cash flow,
hiring new talent, adapting to new tax and regulatory changes, and continuing
to adjust to remote work remain some of the largest hurdles for accounting
teams.
Investing
in offshore staffing services has proved to be a life-altering experience for numerous
professionals around the world, they swear by the cost-effectiveness and peace
of mind that comes naturally with offshore staffing. Although hiring and
working with an offshore staff is very much similar to that of any
local/in-office staff, however, there are a couple of points that every CPA or
accounting firm should keep in mind to extract optimum utility from them.
This CPE session will help you with the best
practices of working with offshore staff.
In today’s
increasingly remote workforce, leading virtual teams is an essential skill in
your management arsenal. COVID-19 has caused tremendous social and economic
upheaval. Businesses have rapidly re-organized into work-from-home and
distributed office environments. Now, the staff is working remotely in
different setups and locations. With the best practices and foreknowledge of
common challenges, you can achieve more with remote teams!
In this CPE session, we will also focus on the
staffing challenges of remote working.
Subject Area:
Business Management and Organization
Course Level:
Basic
Instuctional Method:
Group Internet Based
Pre-requisites:
Advance Preparation:
02:30 PM – 03:00 PM EDT
CMA, MBA
Date
Time
This CPE session involves the shift from
historical reporting to predictive costing such as capacity-sensitive
driver-based rolling financial forecasts, what-if analysis, and marginal cost
analysis (e.g., pricing).
The annual
budgeting
process is being criticized as obsolete soon after it is published, prone
to gamesmanship, cumbersome to consolidate cost center spreadsheets, not being
volume sensitive, and disconnected from the strategy. The challenge is how to
resolve these deficiencies.
It can be done through driver-based expense
projections also useful for decision analysis.
The annual
budget is often perceived as a fiscal exercise done by the accountants that are
disconnected from the executive team’s strategy and does not adequately reflect
future volume drivers. The budget exercise is often scorned as being obsolete
soon after it is produced, and biased toward politically muscled managers who
know how to overstate and “pad” their budget request.
To
complicate matters, traditional budgets are typically incremented or
decremented by a small percent change from each cost center’s prior year’s
spending level. This “use it or lose it” behavior by managers in the last few
months of the fiscal year unnecessarily pumps up their prior year’s costs and
consequently confuses analysis of who needs how much budget in the coming year.
Today
organizations are shifting to rolling financial
forecasts, but these projections may include similarly flawed assumptions
that produce the same sarcasm about the annual budgeting process.
This CPE session provides a solution to poor
budgeting and rolling financial forecast methods.
Subject Area:
Finance
Course Level:
Basic
Instuctional Method:
Group Internet Based
Pre-requisites:
Advance Preparation:
CPA (US)
Date
Time
We are
upgrading to a 21st-century business model and transitioning from the old, 20th
century way of doing business. We have to change our focus to look forward by shifting
away from a backward-looking, compliance-driven focus toward a proactive and holistic
client-need focus.
This CPE session will help you to change the outdated
referral model with the new team-based model.
The
outdated model reactively sends client referrals for professional services whereas,
in practice, referrals rarely happen – and we have little or no quality
control. The new team-based model - “Proactive Planning Team” combined
with “Virtual Family Office Experience” in which we aim to help you become the
Planning Team Lead, working closely together to address clients’ biggest
problems and to help them meet their most important goals both personally and
professionally.
It takes time to build a marketing plan and it
will change anyway, right? 100%.
But
creating your marketing plan is worth every minute of your time. If you build a
business without a marketing plan, it’s like constructing a house without a
blueprint. And you need a really good marketing plan template to get you on the
right track.
A
well-developed 12-month plan gives you a blueprint to intentionally create
scalable growth and get control over your time and energy.
This CPE session will help you in understanding
the importance of having a plan and will guide you in creating your unique
value proposition.
Subject Area:
Business Management and Organization
Course Level:
Basic
Instuctional Method:
Group Internet Based
Pre-requisites:
Advance Preparation:
Date
Time
As an
accountant, you may be wondering whether or not branding is really that
important. After all, individuals and businesses will always need your help,
right?
Correct, but just remember that you are not
the only accountant in the world.
The
accounting market is saturated. Consumers have endless options when it comes to
who they want to manage their books, so you need to give them a reason to pick
your firm over the rest.
But how do
you do this?
Well, this
is where your brand comes in. If done correctly, your brand will differentiate
you and give consumers a reason to both remember and want to work with you.
Having a
serious brand strategy is what sets the most exciting and ambitious accounting
practices apart and helps them get ahead. Done right, it will make your firm
stand out and help you connect with the clients you want – the people you get a
buzz from working with.
This CPE session helps to deliver first-class
brand identities and touchpoints for financial consultants, CPAs, and
accountants.
Subject Area:
Communications & Marketing
Course Level:
Basic
Instuctional Method:
Group Internet Based
Pre-requisites:
Advance Preparation:
Date
Time
Investing
in offshore staffing services has proved to be a life-altering experience for
numerous professionals around the world, they swear by the cost-effectiveness
and peace of mind that comes naturally with offshore staffing.
Maintaining a sense of team and managing the
team experience is critical.
We want to
explain everything in this CPE session that we could about better offshore
staffing, including its challenges, how people feel about it, and the best ways
to engage and enable integration and smooth working of local and offshore staff
together and learning directly from the feedback, suggestions, reviews of our
clients (your peers)
In this CPE session, we would be discussing
some common concerns and challenges around offshoring and available approaches
and solutions.
Major topics covered in this CPE session:
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. Come forward with challenges that either you are facing or anticipate to face or we will possibly try to resolve them.
Subject Area:
Personal/ Human Resources
Course Level:
Basic
Instuctional Method:
Group Internet Based
Pre-requisites:
Advance Preparation:
Advisor
Gary Cokins
Chief Executive Officer...
Entigrity Solut...
Director of Client Rela...
Entigrity Solut...
Speaker
J. Galt Finance...
Founder & CEO
VITTPRO
Chief Executive Officer...
Tech4Accountant...
Co-Founder
Entigrity Solut...
Certified Public Accoun...
Agro Accounting
Director Of Business De...
Entigrity Solut...
Owner
Prosper
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.
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:
Shawn is known for his expert opinions on
Jeff Borschowa is a business coach, author, educator, and curator of all things related to business efficiency and technology. Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises. Jeff has experience working with all sizes of businesses, from sole proprietorship to international organizations. The focus in Jeff’s career has been to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in businesses.
Jeff’s journey has been unique in that he has met some very innovative mentors in his career. Jeff has been very fortunate to be in a position to learn from them, compare their ideas, and to truly choose the best of the best. Jeff would like nothing more than to free business owners from the stress created by high volume commodity work, allowing them the freedom to pursue work that is rewarding personally and professionally.
Jeff’s overall goal is to reduce the hours worked by business owners and increase overall profitability. In Jeff’s experience, almost every business owner can tell you how much their gross revenue is, but very few know what their actual costs are. Jeff challenges you to learn more about your business so that you can bid on the right kinds of projects and earn what you are worth – your education should be your most valued possession.
View MoreEnergetic, 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, display 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. Startup also help small hotels and other startups with finance and management consulting.
View MoreAndrew Lassise (pronounced La-Cease) is a serial entrepreneur and has helped build and
scale several 6, 7, and 8 figure IT businesses. He is the chief orchestrator of
Tech4Accountants, an IT company that specializes in IT and cyber security for
accountants.
When he's not saving the world from hackers & malware, he enjoys traveling, cooking, and spending time with his wife, Emma, and two sons, Jack & Colby.
View MoreMr.
Anderson began his career in 2003 with Smith Barney while studying business. He
graduated from the University of California, Santa Barbara in the top 3% of his
class. In 2008 he co-founded SPL Financial, which grew into a thriving
practice. He has developed a diverse career as an investor, advisor, and CPA
consultant. He’s also developed patent-pending systems that leverage technology
to provide more proactive and holistic advice for CPAs clients.
Basil has been an Accountant to Artists, Freelancers and Small Businesses for over 10 years. His firm prepares hundreds of tax returns every year. Basil had received a post-graduate education from Columbia University and, in 2008, had obtained some of the higher scores on the CPA exam (NY license #116400). He is a fan of the Arts and enjoys eating healthy + exercising regularly. Not a for-hire business growth "guru." Just (actual) real-world, smart talk.
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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.
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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.
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Your webinar schedule at sep 10,2021 | 02:00PM EST
Something Just Gone Wrong.
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