Upcoming Events & Webinars

Your firm’s strategy is the blueprint for your long-term vision and your near-term success. Many times, firm strategy is something that is “set and forget” or it quickly becomes irrelevant due to changing marketing conditions. There’s a better way to set strategy that can help your firm to be more productive, agile, and successful than approaches of the past.

In this masterclass you’ll learn:

• The mindsets of modern strategy to help you define (or redefine) overall value. Five

• Focus Areas that can guide your firm to smart, sustainable growth in the coming year.

• Key questions to consider as you make decisions on where to invest your strategic resources.

• Best practices for monitoring strategy and making course corrections as needed.

By attending this webinar, you will learn how to achieve optimal liquidity and establish control over cash flow by managing payables and collecting receivables more efficiently.

In today's digital age, there are countless apps designed to help us better organize and streamline our workflow. However, with so many options available, it can be overwhelming to know which ones to choose and how to use them most effectively.

In this webinar, we'll explore the concept of app stacking - the practice of using multiple apps together to create a more efficient workflow. As an accountant or bookkeeper, managing your workload efficiently is crucial, and app stacking can be a game-changer. We'll cover the best apps for accounting and bookkeeping and discuss which ones work best with each other.

By the end of the webinar, you'll have a comprehensive understanding of app stacking and how it can help you optimize your workflow to save time and increase productivity. Join us and take the first step towards streamlining your workflow!

Learning Objectives:

• Identify the concept of app stacking and understand how it can be applied to streamline workflow in accounting and bookkeeping.

• Learn how to pick the right combination of apps that work best with each other to create an efficient workflow.

• Gain practical knowledge of implementing app stacking strategies in daily work and assess the benefits of using this approach to save time and increase productivity.

• Understand how to troubleshoot common problems when using app stacking and be able to integrate new apps into existing workflows.

ACH. Credit cards. Virtual cards. Real-time payments. The number of B2B payment choices has grown over the years, with each having its own benefits and tradeoffs. By attending this webinar, you'll learn what factors to consider when developing a comprehensive payment strategy.

*Please click here to view terms and conditions.

During this webinar, you will hear insights from manufacturing industry expert Dave Glennon, partner with accounting and consulting firm Eide Bailly. You will also hear how Colin King, CFO of USA Brands, streamlined finance operations to support the company's growth. By attending this webinar, you will learn:

• How to recognize when it's the right time to automate your back office,

• How automation can help scale your operations, and

• What businesses should keep in mind when considering finance automation.

The number of B2B payment choices has grown over the years. During this webinar, we'll discuss what businesses need to consider in order to choose the best payment strategies, including:

• The cost, speed, and convenience tradeoffs of various B2B payment options,

• Which payment methods are best suited for different scenarios,

• How to work with vendors to optimize payment choices, and

• How automation can help streamline the entire approval, payment, and reconciliation process.

By attending this webinar, you'll learn best practices for developing an accounts payable approval workflow that improves the efficiency of your overall payment process while reinforcing separation of duties and organizational transparency.

It’s time for accounting firms to re-imagine their value and lean into the impact they have on their client’s businesses and lives. Clients rely on their firms and need them to step up, expand beyond traditional services, and deliver greater strategic insight and value. In this webinar, Don Thompson, Manager of Growth Marketing at BILL, will walk through data gathered by Goldman Sachs Equity Research and IBIS World Research around the inefficiencies of today’s manual bill pay process, and how automation is changing the game. The session will further include a demo of BILL and information about partnering together.

Learning Objectives:

• Outline the total opportunity of offering Accounts Payable in the industry today

• Summarize the differences in value perceptions between accounting firms and clients

• Recognize how automation may help you standardize and scale your AP offering

• Conclude more about the value of real-time data at your fingertips Identify how a messy manual process can be transformed into four simple steps

What is occurring in the CPA profession? How did we get there? How can a firm benefit from the changes in the profession? The Visionary Group will discuss how the industry has evolved to its current state and what a firm can do to measure their risk and assess the opportunity in the market. Participants will walk away with specific steps to build the enterprise value of their firm.

This session will:

• Focus on ways a firm can take progressive steps to increase profitability

• Explain the benefits of a continuous client culling process

• Discuss how to value price, demonstrate how to expand capacity, and explain how to launch or expand an advisory practice without using your staff. 

• Help a firm assess if an internal succession is feasible and walk through why there are so many mergers and acquisitions happening.