Dec 19 | 12:00 PM - 1:00 PM MT

How to Train Your Staff on BILL

Introducing new software solutions from BILL's integrated suite of products into your firms can be time consuming and overwhelming for your staff—who are often already fully booked. Proper training is essential to ensure that your staff understand the different softwares well enough to use them consistently and efficiently, both to truly save their time and justify the costs to you and your clients.
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Webinar description

What should you cover in your training sessions? What tools will help you and your staff be successful—and where can they find additional resources in the future, after the training?

Register for our Ultimate Staff Training Webinar to earn 1 CPE credit and learn how to plan a training session that will set your firm up for success.

Key takeaways include:

  • Top points to cover in your staff trainings
  • Resources for growing your firm and CAS practice
  • How to monetize and market your firm’s CAS services to your clients
  • BILL co-marketing resources

Field of Study: Finance

Level: Intermediate

Prerequisite: None

Advance Preparation: None required

Delivery Method: Group Internet-Based

Recommended CPE Credit(s): 1

Event Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an e-mail message to jfleischer@hq.bill.com.

Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar.

To be eligible to earn one CPE credit during this webinar, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.

BILL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.