MYCPE ONE

Xero App Fest

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Conference Overview

For years, the Accounting and Auditing industry has been a little behind the curve when it comes to adopting new technologies. Most of the operations are executed within the office and using limited devices. Because of the exponential rise in technology, firms are not left with many options and face an important decision: adopt new technology or be left behind.

Mobile technology is becoming more powerful each day. Today, accounting operations can be executed from anywhere via a laptop or Smartphone instead of from your office desktop. Many forward-thinking accounting firms are moving to mobile accounting to enjoy the various benefits it offers. One of the most prominent apps which are used by accountants is Xero.

Xero is online accounting software that has been designed for small to medium-sized businesses. It makes managing the financial health of your business more transparent, straightforward, and fun. It's in the cloud so it is easy to collaborate with us as we're both looking at the same real-time information from your business.

This CPE Virtual Conference can help you to decide if Xero is right for you. 

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 3 Accounting
CIA 3 All
CFE 3 All
CMA 3 All
CPA/ABV 3 All
CVA 3 All
CFA 3 All
CPA/CFF 3 All
CGFM 3 All
IAP 3 All
CWS 3 All
CFIRS 3 All
FPAC 3 All
QIAL 3 All
CBA/MCBA 3 All
CIPM 3 All

Sessions

Jun 30th, 2022

Speakers:
Speaker Name
Alex Keselman

Product Expert
ApprovalMax

One of the most challenging functions in the finance & accounting space is accounts payable. Problems like high processing costs, human errors, and sluggish approval times can significantly impact a company’s operations and bottom line.

Accounts payable processing can be challenging enough on its own, but when the process is manual and multiple approvals are required, it can get complicated, slow, and messy. Delayed approvals can result in missed payments, causing further problems and work for everyone down the line.

ApprovalMax is the app that uses automation to eliminate all those problems in the approval process.

Our award-winning app helps accountants get bills and expenses approved quickly by replacing paper and email approvals with automated approvals. When financial documents need to be approved, ApprovalMax does all the thinking for you by notifying your approvers in different departments, across different levels in the business based on the rules you set up.

Join this CPE session to understand how ApprovalMax will help you to solve AP inefficiencies with approval automation.

Learning Objectives

  • To discuss how ApprovalMax can be used to unlock powerful efficiencies for approvers and finance teams.
  • To analyze how ApprovalMax can be used to completely replace paper and email approvals.
  • To inspect how ApprovalMax can be used to implement budget checking, the bill to PO matching, and the automatically generated audit reports.
  • To explain how ApprovalMax can be used to implement reactive and/or proactive spend control.

Qualifies For

License details Credits Status
Accredited in Business Valuation (ABV) 1 CPD Eligible
Certified Financial Forensics (CFF) 1 CPD Eligible
Certified Fraud Examiner (CFE) 1 CPE Eligible
Certified Government Financial Manager (CGFM) 1 CPE Eligible
Certified Internal Auditors (CIA) 1 CPE Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Certified Valuation Analyst (CVA) 1 CPE Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Internal Audit Practitioner (IAP) 1 CPE Eligible
Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

12:00 PM - 1:30 PM EDT

Break

Speakers:
Speaker Name
Russell Kibbee

Senior Account Manager
Spotlight Reporting

Is your firm missing out on revenue opportunities?

By identifying and utilizing the advisory opportunity in your day-to-day discussions with clients, you could increase revenue and add more value to your client relationships. The reason clients seek out advisory services is that these are often things our clients cannot perform on their own. Advisory services include value-added services our clients don’t have time to do, don’t want to do, or can’t do for themselves.

In this MyCPE session, Russell will show how you can create additional revenue per client by bringing operational information into your reporting offerings.

If you have an accounting firm, the importance of advisory services shouldn’t be underestimated. As a client’s accountant, you can provide tailored advice and opinions. Large advisory firms have committees or act as a team, that has the authority to render a decision or judgment on an issue, in addition to providing opinions.

In this CPE session, our expert Russell will demonstrate how you can add financial accounts to the Spotlight Reporting software and use custom formulas to monitor and compare a company's financial performance.

Learning Objectives

  • To identify how you can get started on your advisory journey.
  • To analyze how to use non-financial accounts to bring operational information.
  • To explore ways you can spot the advisory opportunity in your day-to-day discussions with your clients.
  • To discuss the importance of offering operational metrics to your clients outside of the typical financial formulas offered by most accounting packages.   
  • To show how easily you can import the operational (ERP-level) data into Spotlight Reporting and create your Key Performance Indicators (KPIs).
  • To explain how to present this valuable financial and operational information to your clients to open the conversation (in a visual way) to the lucrative world of advisory services.

Qualifies For

License details Credits Status
Accredited in Business Valuation (ABV) 1 CPD Eligible
Certified Financial Forensics (CFF) 1 CPD Eligible
Certified Fraud Examiner (CFE) 1 CPE Eligible
Certified Government Financial Manager (CGFM) 1 CPE Eligible
Certified Internal Auditors (CIA) 1 CPE Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Certified Valuation Analyst (CVA) 1 CPE Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Internal Audit Practitioner (IAP) 1 CPE Eligible
Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

2:30 PM - 3:00 PM EDT

Break

Speakers:
Speaker Name
Brandon Bruce

Co-Founder & CEO
Uncat

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When you see an entry on the Invoice Payments Report show as "uncategorized", it means that the line items were aggregated on this bill. The line items lose the distinction between being a Time or Expense entry which makes the Activity type "uncategorized" instead of being a Service or Expense.

Uncategorized transactions, by definition, are hard to pin down. For this reason, we see the bulk of uncategorized transactions coming from places that sell a wide variety of things. Where stores like a florist or a mechanic may be more self-explanatory, the most common vendors for uncategorized transactions offer products or services that are ambiguous; think of all of the things you could buy with $300 on Amazon—and all of the reasons you would need those things. It can quickly get confusing to keep up with, for both bookkeepers and their clients, which is where Uncat comes in to help save the day.

Want to save time and streamline the process of your uncategorized transaction?

Join Uncat.

Built by accountants and bookkeepers, Uncat makes it easy to resolve uncategorized transactions with your clients. It gets information about uncategorized transactions back from clients faster and synced with your accounting software. Clients simply click a Magic Link to add descriptions and attachments to uncategorized transactions. Clients don’t need to install any apps or even remember a password. Uncat is probably the easiest app you and your clients will ever use.

In this online CPE session, we will review various methodologies for categorizing uncategorized transactions using Uncat. We will discuss how to streamline the process of your uncategorized transaction.

Learning Objectives

  • To explain what is uncategorized transactions.
  • To identify methodologies for categorizing uncategorized transactions using Uncat.
  • To discuss how to delight your clients with a Magic Link and automatic notifications.
  • To explain how to update transactions across all your clients from one screen.
  • To explore how to customize sync settings and notifications for any client.

Qualifies For

License details Credits Status
Accredited in Business Valuation (ABV) 1 CPD Eligible
Certified Financial Forensics (CFF) 1 CPD Eligible
Certified Fraud Examiner (CFE) 1 CPE Eligible
Certified Government Financial Manager (CGFM) 1 CPE Eligible
Certified Internal Auditors (CIA) 1 CPE Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Certified Valuation Analyst (CVA) 1 CPE Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Internal Audit Practitioner (IAP) 1 CPE Eligible
Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Brandon Bruce
Brandon Bruce

Co-Founder & CEO
Uncat

Jun 30th, 2022

View More
Alex Keselman
Alex Keselman

Product Expert
ApprovalMax

Jun 30th, 2022

View More
Russell Kibbee
Russell Kibbee

Senior Account Manager
Spotlight Reporting

Jun 30th, 2022

View More

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com



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