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DTSTART;TZID=America/New_York:20251103T140000
DTEND;TZID=America/New_York:20251103T150000
DTSTAMP:20260607T042210
CREATED:20251025T135429Z
LAST-MODIFIED:20251025T135434Z
UID:10010120-1762178400-1762182000@www.freelivecpe.com
SUMMARY:Make Sense of Your CAS Data: Creating Know-how From Numbers
DESCRIPTION: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 data insights a scalable reality.  \n\n\n\nThis session is designed for CAS professionals on the journey to transforming how they deliver value to clients. From the lens of a family office practice\, Kim Blascoe\, CPA\, of CPA.com and Cristine Baeza of AdvicePeriod will how modern platforms—many of them built with your CAS practice in mind—bring client data together\, automate the routine\, and generate insights that drive decisions. You’ll leave with a stronger grasp of how to make data work for you\, not the other way around. \n\n\n\nLearning objectives: \n\n\n\nDescribe how automation tools help make data more accessible and actionable. \n\n\n\nIdentify how data insights support the value you can provide to clients\, especially in the family office space. \n\n\n\nRecognize the role of technology platforms in organizing and visualizing client data.
URL:https://www.freelivecpe.com/event/make-sense-of-your-cas-data-creating-know-how-from-numbers/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251105T130000
DTEND;TZID=America/New_York:20251105T140000
DTSTAMP:20260607T042210
CREATED:20251019T201709Z
LAST-MODIFIED:20251019T201713Z
UID:10010077-1762347600-1762351200@www.freelivecpe.com
SUMMARY:The Simple Firm: A blueprint for clarity\, freedom\, and growth
DESCRIPTION:CPE Credit: 1 hour for CPAs \n\n\n\nThe 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 simplify operations\, focus on the right clients\, and build a business that supports the life they actually want. You’ll learn how to shift from reactive\, compliance-heavy work to a more proactive\, advisory-driven model—one that creates clarity for your team and freedom for you. \n\n\n\nUpon successful completion of this course\, you should be able to: \n\n\n\n\nLearn how to define a focused business model that aligns your services\, clients\, and delivery systems.\n\n\n\nExplore a practical roadmap for delivering holistic advisory services that go beyond compliance.\n\n\n\nDiscover strategies to simplify your technology\, reduce friction\, and build a firm that gives you freedom.\n\n\n\n\nLevel:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:Business Management & OrganizationProgram Prerequisites:NoneAdvance Preparation:None \n\n\n\nNote: CPE credits are only available for live attendance (on-demand viewing is not eligible).
URL:https://www.freelivecpe.com/event/the-simple-firm-a-blueprint-for-clarity-freedom-and-growth/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251105T150000
DTEND;TZID=America/New_York:20251105T160000
DTSTAMP:20260607T042210
CREATED:20251025T135552Z
LAST-MODIFIED:20251025T135557Z
UID:10010121-1762354800-1762358400@www.freelivecpe.com
SUMMARY:Scale Smarter: Integrate Financial Operations for Insight-Driven CAS
DESCRIPTION: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\, real-time insights that inform both client and firm performance.  \n\n\n\nYou’ll hear from a leading CAS practitioner on how they use BILL’s Accountant Console to keep tabs on everything from payment status\, to anomalies\, to potential areas for workflow improvement. Through real-world examples featuring a nonprofit client\, we’ll examine how data-driven insights improve financial decision-making and efficiency\, and what the means for both firm growth and client outcomes.  \n\n\n\nLearning objectives: \n\n\n\nOutline practical ways to leverage technology platforms to scale CAS services efficiently. \n\n\n\nIdentify key features of BILL’s Accountant Console that enable integrated financial operations. \n\n\n\nRecognize how consolidated payment and compliance workflows improve visibility across clients. \n\n\n\nDescribe how data insights generated by BILL’s platform enhance decision-making for both firms and clients.
URL:https://www.freelivecpe.com/event/scale-smarter-integrate-financial-operations-for-insight-driven-cas/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251106T130000
DTEND;TZID=America/New_York:20251106T140000
DTSTAMP:20260607T042210
CREATED:20251011T133309Z
LAST-MODIFIED:20251011T133317Z
UID:10009993-1762434000-1762437600@www.freelivecpe.com
SUMMARY:Adaptable Strategic Planning for Mission-Driven Boards
DESCRIPTION: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.  \n\n\n\nJoin 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 starting from scratch\, this webcast will empower your leadership team to create an adaptable plan that won’t sit on a shelf.
URL:https://www.freelivecpe.com/event/adaptable-strategic-planning-for-mission-driven-boards/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251111T150000
DTEND;TZID=America/New_York:20251111T160000
DTSTAMP:20260607T042210
CREATED:20250831T130914Z
LAST-MODIFIED:20250831T130919Z
UID:10009768-1762873200-1762876800@www.freelivecpe.com
SUMMARY:Student Financial Aid Webinar Series
DESCRIPTION:Event Overview\n\n\n\nThis webinar is designed to assist higher ed administrators and department leaders in tracking their organizational health initiatives using practical\, strategic\, and human-centered metrics. \n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.
URL:https://www.freelivecpe.com/event/student-financial-aid-webinar-series/2025-11-11/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251112T140000
DTEND;TZID=America/New_York:20251112T153000
DTSTAMP:20260607T042210
CREATED:20251011T160717Z
LAST-MODIFIED:20251011T160723Z
UID:10010017-1762956000-1762961400@www.freelivecpe.com
SUMMARY:From Resistance to Readiness: Strategies to Overcome Employee Pushback During Change
DESCRIPTION:Webinar Details\n\n\n\nResistance 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 strategies to address it. Discover how to engage employees\, transform skeptics into champions\, and cultivate a culture that fosters change. Walk away with actionable tactics to smooth the path to adoption and maximize the impact of your transformation. \n\n\n\nDate: \n\n\n\nWednesday\, November 12\, 2025 \n\n\n\nTime: \n\n\n\n2:00 PM – 3:30 PM EST \n\n\n\nIn this webinar\, you’ll: \n\n\n\n\nRecognize the key reasons why employees push back against change and how to address the root causes.\n\n\n\nApply proven approaches to engage employees early\, communicate effectively\, and build trust throughout the transition to reduce Resistance.\n\n\n\nSummarize strategies on how to transform reluctant employees into enthusiastic users and long-term advocates for change.\n\n\n\n\nRecommended CPE Credit: 1 \n\n\n\nRecommended Field of Study: Business Management & Organization \n\n\n\nPrerequisites: None \n\n\n\nProgram Knowledge Level: Basic \n\n\n\nAdvanced Preparation: None \n\n\n\nParticipants can cancel without penalty\, as no fee is charged for the course. For more information regarding refund\, complaint\, and/or program cancellation policies\, please contact our offices at 586-254-1040.Advanced Preparation: None
URL:https://www.freelivecpe.com/event/from-resistance-to-readiness-strategies-to-overcome-employee-pushback-during-change/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251113T140000
DTEND;TZID=America/New_York:20251113T150000
DTSTAMP:20260607T042210
CREATED:20251025T134933Z
LAST-MODIFIED:20251025T134939Z
UID:10010118-1763042400-1763046000@www.freelivecpe.com
SUMMARY:Beyond the Tools: Why Optimizing CAS Technology Is the Key to Unlocking Advisory ROI
DESCRIPTION: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 insights—could be hard for firms to realize.  \n\n\n\nIn this session\, Kim Blascoe\, CPA\, Senior Director of CAS Professional Services at CPA.com\, and Jessica Kubal\, Consulting Managing Director at Baker Tilly US\, will explore what’s holding firms back and how to move from underutilization to transformation. You’ll gain a deeper understanding of what intentional technology strategy looks like in a high-performing CAS practice—and how to chart your path forward.  \n\n\n\nLearning Objectives \n\n\n\nBy the end of this webinar\, participants will be able to: \n\n\n\nRecall benchmark insights from the CPA.com and BILL Growth & Tech Survey that highlight the urgency for improvement. \n\n\n\nRecognize common inefficiencies in CAS technology usage across the profession. \n\n\n\nIdentify the characteristics of firms that have successfully optimized their CAS tech stack. \n\n\n\nDistinguish between technology adoption and true technology utilization. \n\n\n\nSelect key areas within your existing CAS workflow where optimization can yield immediate impact. \n\n\n\nIndicate the relationship between optimized technology use and staff satisfaction.
URL:https://www.freelivecpe.com/event/beyond-the-tools-why-optimizing-cas-technology-is-the-key-to-unlocking-advisory-roi-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251118T130000
DTEND;TZID=America/New_York:20251118T140000
DTSTAMP:20260607T042210
CREATED:20251025T125103Z
LAST-MODIFIED:20251025T125109Z
UID:10010109-1763470800-1763474400@www.freelivecpe.com
SUMMARY:Accounting forward: Dynamics of AI\, private equity\, and talent pipeline
DESCRIPTION:CPE Credit: 1 hour for CPAs \n\n\n\nIn 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 the accounting profession\, and discover strategies for attracting and developing top talent. Join us to stay ahead of industry trends\, network with peers\, and enhance your professional growth. \n\n\n\nUpon successful completion of this course\, you should be able to: \n\n\n\n\nUnderstand and explain how AI is transforming accounting and identify its benefits and challenges\n\n\n\nAnalyze\, examine and evaluate current private equity trends and their impact on accounting\n\n\n\nApply\, develop and implement strategies for attracting and retaining top accounting talent\n\n\n\n\nLevel:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:Business Management & OrganizationProgram Prerequisites:NoneAdvance Preparation:None \n\n\n\nNote: CPE credits are only available for live attendance (on-demand viewing is not eligible). \n\n\n\nThis website is powered by ON24 to organize webinars (including communications\, registrations\, management and analytics) at the request of its clients in accordance with ON24 Privacy Policy. ON24 shares registration\, attendance\, analytics\, questions and survey responses with their clients.; ADP uses this information\, in accordance with its Privacy Policy. \n\n\n\nThis ON24 website uses cookies. If you continue to use this site and join webcasts without changing your settings\, you consent to ON24’s use of cookies in accordance with their Cookie Policy. \n\n\n\nNASBA Approved. Sponsor # 103021.
URL:https://www.freelivecpe.com/event/accounting-forward-dynamics-of-ai-private-equity-and-talent-pipeline/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/04/ADP-CPE-logo.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251118T130000
DTEND;TZID=America/New_York:20251118T140000
DTSTAMP:20260607T042210
CREATED:20251025T131020Z
LAST-MODIFIED:20251025T131025Z
UID:10010114-1763470800-1763474400@www.freelivecpe.com
SUMMARY:Bridging the Generational AI Gap: Unlocking Productivity for All Generations
DESCRIPTION: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 training and incentives in driving adoption. \n\n\n\nWhether you’re a member of the C-Suite\, board member\, or people leader\, this session will equip you with actionable strategies to foster inclusive innovation and maximize the impact of AI across your teams. Panelists will share key takeaways from the survey and discuss how generational diversity can unlock new levels of performance and commitment. \n\n\n\nLearning Objectives: \n\n\n\n\nExplain the latest trends in AI adoption\, training\, and productivity across generations in the workforce.\n\n\n\nIdentify how generationally diverse teams outperform less diverse ones in AI initiatives\, and why inclusion matters for innovation.\n\n\n\nDemonstrate actionable strategies to close generational gaps in AI skills\, foster trust\, and drive measurable productivity gains.\n\n\n\n\nCPE: 1 credit available for live attendance \n\n\n\n*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Information Business Management & Organization. Program Level: Basic. Delivery Method: Group Internet-Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions. \n\n\n\nProtiviti 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. For more information regarding refund\, concerns\, and program cancellation policies\, please contact the CPE Administrator at cpeprograms@protiviti.com.
URL:https://www.freelivecpe.com/event/bridging-the-generational-ai-gap-unlocking-productivity-for-all-generations/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251118T140000
DTEND;TZID=America/New_York:20251118T150000
DTSTAMP:20260607T042210
CREATED:20251107T201525Z
LAST-MODIFIED:20251107T201530Z
UID:10010193-1763474400-1763478000@www.freelivecpe.com
SUMMARY:Content That Connects: WOW Prospects and Clients\, Elevate SEO\, and Superboost Your Brand
DESCRIPTION: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 your brand. Fresh\, unique\, delight-worthy content—articles\, blogs\, client magazines—is what keeps your firm visible and elevates you above the competition. \n\n\n\nToo many firms have long relied on static\, compliance-based content and followed the status quo to connect with prospects and clients. It wasn’t enough then\, and it’s not enough now. \n\n\n\nLearn how to leverage marketing assets to become a content machine (especially with AI)\, look like a million bucks\, and keep clients and prospects engaged. Plus\, see how pairing standout content with a trusted .cpa domain helps strengthen your brand\, boost visibility\, and leave competitors in the dust. \n\n\n\nLearning Objectives \n\n\n\n\nIdentify the differences between compliance-based and brand-awareness content\, and explain how each type affects an accounting firm’s visibility\, client engagement\, and perceived value.\n\n\n\nApply best practices for developing a content strategy that incorporates winning content and high-impact visuals to enhance SEO and differentiate your firm from competitors.\n\n\n\nUtilize AI as your writing companion to atomize content and become a content machine.
URL:https://www.freelivecpe.com/event/content-that-connects-wow-prospects-and-clients-elevate-seo-and-superboost-your-brand/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251119T100000
DTEND;TZID=America/New_York:20251119T110000
DTSTAMP:20260607T042210
CREATED:20251025T130857Z
LAST-MODIFIED:20251025T130902Z
UID:10010113-1763546400-1763550000@www.freelivecpe.com
SUMMARY:Sustainability Audit in Times of Regulatory Changes and Uncertainties – Discussing an EU Taxonomy Audit Example
DESCRIPTION: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 for improvement to empower businesses to long-term value creation and efficiency improvements. \n\n\n\nWe aim to provide participants with an overview of the relevant regulatory changes resulting from the Omnibus and equip participants with practical insights and strategies for enhancing sustainability compliance within their organizations. By leveraging lessons learned from an EU Taxonomy and other sustainability reporting audits paired with deep fundamental ESG know-how\, attendees will gain a deeper understanding of effective audit practices and the importance of aligning sustainability efforts with regulatory frameworks.  \n\n\n\nLearning Objectives: \n\n\n\n\nSummarize Omnibus legislative changes to timeline\, scope and contents of EU Taxonomy and CSRD sustainability reporting\n\n\n\nExplain why sustainability reporting practices are important beyond regulatory compliance\n\n\n\nIdentify the key components of sustainability reporting and compliance criteria as defined by the EU Taxonomy \n\n\n\nApply best practices for conducting effective sustainability audits and integrating findings into organizational strategies during uncertain times\n\n\n\n\nCPE: 1 credit available for live attendance \n\n\n\n*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Business Management & Organization. Program Level: Basic. Delivery Method: Group Internet-Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions. \n\n\n\nProtiviti 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. For more information regarding refund\, concerns\, and program cancellation policies\, please contact the CPE Administrator at cpeprograms@protiviti.com.
URL:https://www.freelivecpe.com/event/sustainability-audit-in-times-of-regulatory-changes-and-uncertainties-discussing-an-eu-taxonomy-audit-example/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/02/protiviti-logo-png_seeklogo-475996.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251119T150000
DTEND;TZID=America/New_York:20251119T160000
DTSTAMP:20260607T042210
CREATED:20251025T135158Z
LAST-MODIFIED:20251025T135203Z
UID:10010119-1763564400-1763568000@www.freelivecpe.com
SUMMARY:Conquering Manufacturing Tax: Real-World Lessons and AI-Driven Trends in Compliance
DESCRIPTION: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.  \n\n\n\nIn this session\, experts from Vertex and Tronconi Segarra & Associates will share real-world insights from manufacturers navigating compliance challenges across multiple states. Through practical examples and client stories\, they’ll unpack how automation\, centralized data\, and emerging AI trends are transforming tax management—from exemption tracking and use tax verification to audit defense and strategic reporting.  \n\n\n\nWhether you work in-house at a manufacturing company or advise manufacturing clients\, you’ll gain actionable strategies to modernize compliance processes\, strengthen audit readiness\, and build a smarter tax function for the future.  \n\n\n\nLearning objectives: \n\n\n\nApply practical strategies to modernize indirect tax compliance processes within manufacturing operations or client engagements.  \n\n\n\nIdentify the most common indirect tax compliance challenges facing manufacturers today\, including multi-jurisdictional exemptions\, rate discrepancies\, and use tax exposure. \n\n\n\nAnalyze recent state enforcement trends and audit practices to understand how manufacturers are being detected and assessed post-Wayfair. \n\n\n\nEvaluate how automation and emerging AI capabilities can enhance tax accuracy\, streamline exemption and certificate management\, and strengthen audit defense.
URL:https://www.freelivecpe.com/event/conquering-manufacturing-tax-real-world-lessons-and-ai-driven-trends-in-compliance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251124T130000
DTEND;TZID=America/New_York:20251124T140000
DTSTAMP:20260607T042211
CREATED:20251025T125001Z
LAST-MODIFIED:20251107T191316Z
UID:10010108-1763989200-1763992800@www.freelivecpe.com
SUMMARY:Unlocking advisory opportunities with ADP and Clover POS
DESCRIPTION:CPE Credit: 1 hour for CPAs \n\n\n\nPoint-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. \n\n\n\nIn this session\, Dawn Brolin\, CEO of Powerful Accounting\, Inc. and Darren Root\, co-founder of Better Everyday\, will explore real-world use cases and share their perspective on why POS matters to firms today\, how accountants can evaluate their clients’ POS needs\, and what to look for in a modern solution. \n\n\n\nUpon successful completion of this course\, you should be able to: \n\n\n\n\nIdentify the role of POS systems in small business financial management\, including impacts on sales tax\, reporting\, and compliance.\n\n\n\nEvaluate client scenarios to determine when to recommend POS updates or new solutions.\n\n\n\nAssess the key features accountants should consider when advising clients on POS solutions.\n\n\n\nUnderstand the financial incentive and estimate the potential firm revenue impact of recommending POS.\n\n\n\nRecognize how POS integration with payroll and accounting systems supports broader advisory services.\n\n\n\n\nLevel:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:Business Management & OrganizationProgram Prerequisites:NoneAdvance Preparation:None \n\n\n\nNote: CPE credits are only available for live attendance (on-demand viewing is not eligible). \n\n\n\nThis website is powered by ON24 to organize webinars (including communications\, registrations\, management and analytics) at the request of its clients in accordance with ON24 Privacy Policy. ON24 shares registration\, attendance\, analytics\, questions and survey responses with their clients.; ADP uses this information\, in accordance with its Privacy Policy. \n\n\n\nThis ON24 website uses cookies. If you continue to use this site and join webcasts without changing your settings\, you consent to ON24’s use of cookies in accordance with their Cookie Policy. \n\n\n\nNASBA Approved. Sponsor # 103021.
URL:https://www.freelivecpe.com/event/unlocking-advisory-opportunities-with-adp-and-clover-pos/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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