Business Management and Organization

Webcast overview Join us as we explore the geopolitical forces shaping the advance of artificial intelligence (AI) and the implications for corporate strategy, risk, and board oversight. From regulatory fragmentation and geotech rivalries to supply chain issues and trust and transparency, we’ll consider how companies are navigating the risks and opportunities of AI adoption in...

Data is the key to unlocking smarter services, streamlined workflows, and scalable growth in your CAS practice. But turning raw numbers into actionable insights isn't always straight forward--even with the power of AI. It requires more than spreadsheets and intuition. Having the right infrastructure, a clear strategy, and the right technology partners, however, can make...

CPE Credit: 1 hour for CPAs The accounting profession has long struggled with burnout, complexity, and a lack of professional freedom. Too many firm owners feel trapped by the very businesses they've built. In this session, Darren Root—author of The Simple Firm and longtime advocate for intentional firm design—shares a practical framework to help professionals...

Turning data into actionable insight across clients doesn't take data analysts, engineers, and architects. In this webinar, CPA.com's Kim Blascoe, Andrew Thomas from BILL and a CAS practitioner will dive into how integration of financial operations helps firms streamline bill pay, optimize payments for clients, and build confidence in compliance tasks all while generating deeper,...

A dynamic strategic plan is an essential tool for not-for-profit organizations. The best plans remain actionable, enhance communication, and can be used to navigate emergent opportunities.  Join us for our webcast, Adaptable Strategic Planning for Mission-Driven Boards. We’ll share practical strategies for effective strategic plan development, review, and revisions. Whether you're revamping an existing plan or...

Webinar Details Resistance to change is inevitable, but it doesn’t have to derail your transformation efforts. Whether you're rolling out critical software, shifting business processes, or introducing new ways of working, employee resistance can slow adoption and create roadblocks to success. In this engaging session, we’ll explore the psychology behind resistance and, more importantly, practical...

Advisory success isn’t just about adopting new tools—lots of firms can do that. It’s about using those tools well. While many firms have invested in technology to support client advisory services (CAS), a striking 97% report they aren’t using those tools efficiently. Without optimization, the real ROI of CAS technology—improved productivity, engaged staff, and actionable...

CPE Credit: 1 hour for CPAs In an era of rapid technological advancements and evolving financial landscapes, the accounting profession stands at a pivotal crossroads. This workshop delves into the transformative forces shaping the future of accounting. Participants will explore how AI is revolutionizing accounting practices, gain insights into the impact of private equity to...

Join us for an interactive panel discussion that reveals how artificial intelligence is reshaping productivity across a multigenerational workforce. Drawing on exclusive findings from the 2025 Generational AI Survey, our panel will explore how employees of all ages are engaging with AI tools, the real productivity gains being realized, and the critical role of tailored...

95% of firm clients say that they are more likely to engage with a firm’s website and social posts when content is higher-level, fun, and learning-based. Despite Google’s moving-target algorithm and ever-changing SEO rules, there is one constant you can count on: Content is a must-have to engage clients and prospects, enhance SEO, and superboost...

As the regulatory landscape for sustainability reporting changes and organizations face uncertainties, sustainability audits are an essential tool for organizations striving to align their business with environmental, social, and governance (ESG) principles. Audits provide a structured approach to evaluating sustainability practices, ensuring that organizations not only meet regulatory requirements but also identify gaps and opportunities...

Manufacturers face one of the most complex indirect tax environments in the country—layered exemptions, shifting state rules, aggressive audit enforcement, and growing expectations for accuracy and speed. Many still rely on spreadsheets, siloed systems, and outdated assumptions that leave them exposed to penalties and inefficiencies.  In this session, experts from Vertex and Tronconi Segarra &...

CPE Credit: 1 hour for CPAs Point-of-sale (POS) systems are no longer just about processing payments. They're central to how small businesses manage operations, sales tax, employee tracking, and financial reporting. For accountants, advising on POS technology and compliance considerations opens the door to new revenue opportunities. In this session, Dawn Brolin, CEO of Powerful...