Upcoming Events & Webinars

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February, 2023

Solving Key Business Challenges of 2023 with Automation
calendar_today Feb 7, 2023, 7:00 PM - Feb 7, 2023, 8:00 PMlocation_onWebinar

During this webinar, we'll discuss how small and midsize businesses can use finance automation to address challenges resulting from inflation, labor shortages, and supply chain disruptions.

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How Lightwave Dental Scaled Payables Across Multiple Locations
calendar_today Feb 8, 2023, 6:00 PM - Feb 8, 2023, 7:00 PMlocation_onWebinar

While expanding from eight to 82 locations, Lightwave Dental has been able to streamline its financial operations to support growth. Join Katie Kraig, Vice President and Controller of Lightwave Dental, as she shares her insights on how a growing business can improve efficiencies throughout the entire accounts payable process.

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Stay One Step Ahead: 5 Trends Every Finance Pro Must Prepare for in 2023
calendar_today Feb 8, 2023, 6:00 PM - Feb 8, 2023, 7:00 PMlocation_onWebinar

Everyone wants to be prepared. People want to know how to dress for the weather … how long it will take to drive to an important meeting … how much a home repair project will cost. The same is true in finance. When finance pros are prepared for trends, they can get their department ready to navigate potential issues and drive the business forward. Join us for this webinar as Mark Brousseau reveals the trends that will impact finance in 2023 and lays out an action plan for addressing them.

Learning Objectives:

  • The latest benchmarks on the biggest trends in finance

  • How check payments and other manual, repetitive finance tasks hold businesses back

  • An action plan for addressing the biggest finance trends and moving the business forward

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Balancing Effort and Energy: The Role of Mindfulness, Intentionality & Self-Care
calendar_today Feb 9, 2023, 7:00 PM - Feb 9, 2023, 8:00 PMlocation_onWebinar

In the lens of Digital Transformation, being mindful of where you spend your energy is imperative. Technology can be an incredibly powerful tool to help us work more efficiently and effectively, but on the flip side it can be incredibly draining. Especially in the era of remote work, we need to be conscious of setting healthy boundaries and checking out so that we can check back in. Things to think about are setting work hours and sticking to them. Blocking your calendar for things like focus time and lunch breaks. When taking time off, make sure you set yourself up to actually step away from work—silence your notifications, and/or delete the apps from your phone. Be mindful of your mental capacity so that you don't burn yourself out.

In this webinar, you will learn how to:

  • Understand the benefits of mindfulness in the workplace

  • Identify strategies to reduce stress, anxiety and burnout

  • Discuss importance of mental health and wellness at work

  • Learn how mindfulness is tied to intentionality

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Today's Top Four Working Capital Challenges and How to Overcome Them
calendar_today Feb 15, 2023, 6:00 PM - Feb 15, 2023, 7:00 PMlocation_onWebinar

To respond to working capital challenges, businesses can no longer rely on manual processes to manage payables and receivables. During this webinar, you'll learn how to:

  • Improve visibility into payables and timeliness of payments,

  • Simplify management of receivables,

  • Speed up cash conversion cycles, and

  • Optimize liquidity and working capital.

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Increase Your Margins and Value with AP Automation
calendar_today Feb 15, 2023, 7:00 PM - Feb 15, 2023, 8:00 PMlocation_onWebinar

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

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Pricing Strategies For Accountants: There's So Much More Than The Billable Hours
calendar_today Feb 16, 2023, 6:00 PM - Feb 16, 2023, 7:00 PMlocation_onWebinar

Not all accountants bill their time. In this webinar, we will look at several different pricing strategies that could be game-changers for your firm. We will spend some time looking at fees charged by your competitors because you probably need to increase yours. We will also take a brief look at both the psychology and ethics of pricing.

Learning Objectives:

  • Compile other options readily available to your clients to compare with your current pricing

  • Outline several alternative methods and strategies to price your services

  • Identify psychological influences prices have on buyer behavior

  • Evaluate the ethical implications of various pricing strategiesTBD

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How to Mitigate Inflation Risk through Better Cash Flow Management
calendar_today Feb 21, 2023, 7:00 PM - Feb 21, 2023, 8:00 PMlocation_onWebinar

During this webinar, we'll reveal how finance leaders can mitigate the impact of inflation by better managing their cash flow. You will learn:

  • What practical steps you can take in managing AP and AR to conserve cash,

  • What other measures you can take to ensure you have enough working capital to cover near-term needs, and

  • How automation can help provide better visibility into and control over cash flow.

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AP Best Practices: How to Determine the Right Payment Methods for Your Clients
calendar_today Feb 22, 2023, 7:00 PM - Feb 22, 2023, 8:00 PMlocation_onWebinar

Today’s accounting professionals have an increasingly unique opportunity to create meaningful change in their clients’ businesses. As more firms expand upon the services they provide, they’re discovering that improving the bottom line for their clients can have a direct impact on the bottom line for the firm.

This includes looking deeper into the business to business (B2B) payment methods your clients are using and the processes (or lack thereof) in place to keep their payments organized, efficient, and adverse to fraud. This presentation will walk you through the steps of client analysis, help you understand payment method pros and cons, and assist you in determining the right payment method(s) for your individual clients’ needs. 

In this presentation, we’ll share a step-by-step approach and best practices that will help you recommend scalable payment options for your clients, including how to:

  • Evaluate your clients’ current payment methods

  • Manage vendors and their payment terms

  • Explore various available payment methods

  • Determine the right payment method(s) for your client

  • Implement a scalable payments process into their approval workflow

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How Finance Leaders Improve Performance Amid Uncertainty
calendar_today Feb 23, 2023, 7:00 PM - Feb 23, 2023, 8:00 PMlocation_onWebinar

During this webinar, finance leaders will share how they overcome barriers to gathering essential information for gauging financial performance. You will learn:

  • Why finance leaders often lack information they need to evaluate their companies' financial performance

  • How finance leaders identify performance indicators they can measure and influence

  • What organizational and technological obstacles typically prevent finance leaders from maintaining visibility into key performance indicators

  • What capabilities and skills finance leaders require to recognize and enable their companies to act on opportunities to improve financial performance

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March, 2023

Digital Client Onboarding in a Remote World
calendar_today Mar 1, 2023, 7:00 PM - Mar 1, 2023, 8:00 PMlocation_onWebinar

In this session, we will discuss the strategy and specific steps that the accounting firm Blumer CPAs takes to manage digital client onboarding. The steps are strategic and set up an advisory relationship that allows a client to be led and transformed. We'll discuss requirements to place on clients and highlight specific client onboarding examples that define what onboarding is meant to do.

Learning Objectives:

  • Recognize the strategy of digital onboarding and how to apply these steps to your own firm

  • Identify specific onboarding steps used by the accounting firm BlumerCPAs

  • Determine the value of onboarding with real client examples of onboarding done well—and not so well!

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