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Trends in Accounting Industry 2022 and Beyond!

Price

FREE

Total Credits

7 CPE

Live Conference

Jan 19th, 2022

Trends in Accounting Industry 2022 and Beyond!

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.

Continuing Education Credits

The sessions of the conference qualifies for

  • 63 General Credit for all ACCT/BK
  • 7 CPD Credit for all CPA (CA)
  • 1 CPD Credit for all CPA/CITP
  • 5 CPE Credit for all CMA
  • 1 CPE Credit of Accounting for CPA (US)
  • 1 CPE Credit of Taxes for CPA (US)
  • 4 CPE Credit of Business Management and Organization for CPA (US)
  • 1 CPE Credit of Finance for CPA (US)
  • 0.5 CPE Credit of Communications & Marketing for CPA (US)
  • 0.5 CPE Credit of Personal/ Human Resources for CPA (US)
  • 8 CE Credit for all CFIRS
  • 8 CE Credit for all CWS
  • 1 CE Credit for all EA
  • 1 CPD Credit for all CPA/ABV
  • 1 CPE Credit for all CIA
  • 1 CPE Credit for all CVA
  • 1 PL Credit for all CFA

Manish Gupta

Date

Jan 19th, 2022

Time

10:00 AM – 11:00 AM
1 Credit

Tech disruptions in Accounting Industry

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.

Learning Objectives

  • To analyze the ongoing and upcoming technological changes to the accounting industry.
  • To discuss the role of accountants in these changes to the accounting industry.
  • To analyze how business leaders can stay ahead of these changes.
  • To inspect the automation of processes.
  • To analyze how to strengthen the customer relationship.
  • To discuss how to embrace the changes and strengthen your position.
  • 7 General credit of for all ACCT/BK
  • 1 CPD credit of for all CPA (CA)
  • 1 CPD credit of for all CPA/CITP
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Accounting for all CPA (US)
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Accounting

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Andrew Lassise

Date

Jan 19th, 2022

Time

11:00 AM – 12:00 PM
1 Credit

How to Secure Your Firm Without Being A Techie.

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.

Learning Objectives

  • Best Describes Your Stance on IT
  • What Do Hackers Target
  • How Much Training Does Your Staff Have On Cyber Security?
  • New security Trends in 2022 
  • 7 General credit of for all ACCT/BK
  • 1 CPD credit of for all CPA (CA) ( Course No. GEHNZ-U-00867-22-O )
  • 1 CPE credit of Taxes for all CPA (US)
  • 1 CE credit of for all EA ( Course No. GEHNZ-U-00867-22-O )
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Taxes

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Basil Agrocosta

Date

Jan 19th, 2022

Time

12:00 PM – 12:30 PM
0.5 Credit

Local Mom & Pop Accountant: How to grow your Practice inside AND out

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.

Learning Objectives

  • To discuss how to grow your business.
  • To analyze how to generate more revenue.
  • To inspect how to make more money consistently.
  • 7 General credit of for all ACCT/BK
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of Business Management and Organization for all CPA (US)
  • 1 CE credit of for all CFIRS
  • 1 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

12:30 PM – 01:00 PM EDT

Jeff Borschowa

Date

Jan 19th, 2022

Time

01:00 PM – 01:30 PM
0.5 Credit

How accountants can add value to their clients

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.

Learning Objectives

  • To discuss how to add value to the clients
  • To analyze how to eliminate.
  • To analyze how to automate.
  • To explain how to delegate.
  • 7 General credit of for all ACCT/BK
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Business Management and Organization for all CPA (US)
  • 1 CE credit of for all CFIRS
  • 1 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

Jan 19th, 2022

Time

01:30 PM – 02:30 PM
1 Credit

“Emerging Challenges” - Season burnout

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.

Learning Objectives

  • To discuss the emerging challenges of accounting teams.
  • To analyze offshore staffing.
  • To discuss the best practices of offshore staffing.
  • To analyze the staffing challenges of remote working
  • 7 General credit of for all ACCT/BK
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Business Management and Organization for all CPA (US)
  • 1 CE credit of for all CFIRS
  • 1 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

02:30 PM – 03:00 PM EDT

Gary Cokins

CMA, MBA

Date

Jan 19th, 2022

Time

03:00 PM – 04:00 PM
1 Credit

Predictive Accounting- Drive Based Budgeting

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.

Learning Objectives

  • To analyze the deficiencies with the traditional annual budget.
  • To discuss how to apply unit-level consumption rates with forecasts to project operational expenses.
  • To discuss how to include strategic and risk mitigation projects in expense projections.
  • To investigate how to apply “predictive accounting” for capacity-sensitive driver-based rolling financial forecasts, 
  • To analyze how to apply “predictive accounting” for what-if analysis, and outsourcing decisions.
  • To inspect how to shift from bottom-up cost center consolidations to top-down modeling.
  • 7 General credit of for all ACCT/BK
  • 1 CPD credit of for all CPA/ABV
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CIA
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Finance for all CPA (US)
  • 1 CPE credit of for all CVA
  • 1 PL credit of for all CFA
  • 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:

Anton Anderson

CPA (US)

Jena Wilson

Date

Jan 19th, 2022

Time

04:00 PM – 05:00 PM
1 Credit

Changing your focus and The Importance of Having a Plan

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.

Learning Objectives

  • To discuss the outdated referral model.
  • To analyze the new team-based model.
  • To discuss how to change the outdated referral model with the new team-based model.
  • To discuss the importance of having a plan.
  • To analyze the annual marketing plan.
  • To investigate your unique value proposition.
  • To discuss key activities of the annual marketing plan.
  • 7 General credit of for all ACCT/BK
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Business Management and Organization for all CPA (US)
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Business Management and Organization

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Ben Stanbury

Date

Jan 19th, 2022

Time

05:00 PM – 05:30 PM
0.5 Credit

The Importance of Branding for Accountants

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.

Learning Objectives

  • To discuss branding for accountants.
  • To analyze the shift from rational to emotional branding.
  • To discuss how to overcome the challenges of branding.
  • 7 General credit of for all ACCT/BK
  • 0.5 CPE credit of Communications & Marketing for all CPA (US)
  • 0.5 CE credit of for all CFIRS
  • 0.5 CE credit of for all CWS

Subject Area:

Communications & Marketing

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Chris Rivera

Date

Jan 19th, 2022

Time

05:30 PM – 06:00 PM
0.5 Credit

Offshoring Challenges! Ask the Expert Panel Discussion!

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:

  • 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. Come forward with challenges that either you are facing or anticipate to face or we will possibly try to resolve them.

Learning Objectives

  • To discuss how to engage and integrate the onshore/offshore team.
  • To analyze how to manage the change of offshoring in the firm involving client & team perspective.
  • To inspect how to restructure roles & responsibilities.
  • 7 General credit of for all ACCT/BK
  • 0.5 CPE credit of Personal/ Human Resources for all CPA (US)
  • 0.5 CE credit of for all CFIRS
  • 0.5 CE credit of for all CWS

Subject Area:

Personal/ Human Resources

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 accounting domain and highlights their insights on the latest trends in 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
  • New approach to ‘Work Less-Make More’ for CPA firms
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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.

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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, 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.

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Andrew 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.

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Mr. 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.

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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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✅ WHAT I DO:
I am passionate about helping Accounting firms make the transition to become the firm of the future - through coaching & thought leadership enabled by technology, systems, and processes. I teach them how to succeed as a 21st-century advisor and Maximize Accounting Business Potential – growing revenues, growing profits, growing business value.

✅ WHO I WORK WITH:
I work exclusively with Accounting firms who are ready and have the desire to change. The firms who are frustrated with the old business model of backward-looking tax and compliance work and embrace the forward-looking model, which focuses on adding value. I help you shorten your runway from where you are to where you want to be.

✅ WHY IT WORKS:
While everyone in the industry is talking about why Accountants need to make a change, we show them HOW. How to sell and deliver business advisory services in a repeatable, predictable, scalable way. We give them access to our coaching, proprietary tools, and a world-class team of experts - differentiating their firm from the competition and positioning them as the Most Relevant Advisor– central to their clients’ needs.

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I’m Ben, a brand identity and design consultant with over 10 years’ experience in delivering impactful graphics, websites and printed materials to businesses in the UK and internationally.

Having achieved a BA (Hons) Degree in Graphic Design with South East Essex College, I founded my first company back in 2010 before establishing Prosper, an agency that provides bespoke, consultancy-led design and marketing services to accountants and financial services companies.

I work closely with forward-thinking accountancy firms, independent financial advisors and financial consultants who want to invest in their branding, refine their messaging and market themselves more effectively, both online and offline.

Approachable, reliable, creative and committed to helping you grow in line with your own goals, I can help you to explore the vital role that effective design can play in your business’ development.

I’ll use my tried-and-tested Three-Point Brand Development Process to help you understand why you’re in business, how you’re going to take your company to the next level, and what you’ll need to invest in for the best results. I’ll also help you develop a clear idea of your ideal client and how you can best serve them.

Do you need to develop your brand identity or reposition your company, but just don’t know where to start? Book in a free consultation and let’s work it all out together.

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Ratings and Reveiws

4.3

17 Ratings

Excellent

7

Very Good

8

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2

Poor

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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.

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, organised 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. Look under My Virtual Events >Upcoming Events. Simply click “Cancel Event” against the event that you do not wish to attend. If you cancel your registration for any paid event, the amount shall be credited in your myCPE wallet within 24-48 hours.

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