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3 CPE – Automation Spotlight 2025
December 17, 2025 @ 12:00 pm – 3:00 pm EST
Automation Spotlight
Join us for three webinars exploring how automation technology enables you to bring more value to your clients.
Future-Ready Firms: Insights from the 2025 CPA.com & BILL Growth & Tech Survey
74% of accounting firms have a detailed plan in place to add new services in the next 12 months—and for many, technology is the catalyst. In this forward-thinking webinar, industry leaders will share how firms are embracing digital transformation to expand service offerings, boost revenue, and strengthen client relationships.
Approachable CAS: Tech-Enabled Spend Management Advisory
Next up, an engaging webinar that demystifies the process of incorporating spend management into your firm’s client advisory services (CAS). Amy Merletti from CPA.com will host Richard Corn from BILL, to show you how to transition from traditional after-the-fact expense reporting toward a proactive, tech-enabled approach.
Achieve Operational Excellence in Your Family Office Practice
Family offices are prime for technology automation in 2025 to help address common challenges such as evolving family needs, cybersecurity threats, talent shortages, and more. In this webinar, CPA.com’s Kim Blascoe and Sophia Loh, Family Office Partner at Frank, Rimerman +Co., will provide a workshop-style update on how top firms are putting technology to use in their operations.
