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UID:10011369-1784728800-1784732400@www.freelivecpe.com
SUMMARY:How to use AI to build a firm full of your ideal clients that pay you what you're worth
DESCRIPTION:Description\n\n\n\nAccounting\, tax\, and bookkeeping professionals face growing pressure to compete on price rather than value. This session equips participants with practical strategies and AI-powered tools to reposition their firms around expertise and results. Participants will explore how to define and attract ideal clients\, quantify the value of their services\, implement stronger qualification and engagement processes\, and price with confidence. Through applied frameworks and AI prompts\, attendees will leave with actionable steps to reduce scope creep\, protect their time\, and build a more profitable and sustainable practice. \n\n\n\nLearning Objectives:Upon completing this session\, participants will be able to: \n\n\n\n\nIdentify the measurable value of their accounting\, tax\, or bookkeeping services to support premium and value-based pricing decisions.\n\n\n\nDefine characteristics of an ideal client profile and establish qualification criteria to evaluate prospective client fit and firm profitability.\n\n\n\nApply AI prompts and tools to refine client-facing messaging and clarify ideal client targeting strategies.\n\n\n\nImplement engagement processes\, scope management practices\, and professional boundaries to reduce scope creep and protect billable time.\n\n\n\nApply a repeatable client attraction framework to increase recurring revenue and improve long-term firm sustainability.\n\n\n\n\nPrerequisites: None \n\n\n\nCourse Level: Basic \n\n\n\nCourse Length: 60 minutes \n\n\n\nAdvance Preparation: None \n\n\n\nField of Study: Business Management and Organization \n\n\n\nDelivery Method: Group – Live Internet \n\n\n\nCPE: 1 \n\n\n\nIntuit (Sponsor ID# 103311) 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.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies\, please reach out to Protax_training@intuit.com.@intuit.com.
URL:https://www.freelivecpe.com/event/how-to-use-ai-to-build-a-firm-full-of-your-ideal-clients-that-pay-you-what-youre-worth/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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DTSTART;TZID=America/New_York:20260722T150000
DTEND;TZID=America/New_York:20260722T160000
DTSTAMP:20260719T224928Z
CREATED:20260719T224921Z
LAST-MODIFIED:20260719T224928Z
UID:10011399-1784732400-1784736000@www.freelivecpe.com
SUMMARY:Sales tax nexus & product taxability: Risks & compliance
DESCRIPTION:From AI to impact: What it takes to run an intelligent enterprise. We’ll explore what it takes to embed AI into how decisions get made\, build accountability that holds as autonomy scales\, and turn isolated wins into enterprise-wide performance. At the center of every conversation is the shift toward the intelligent enterprise\, where the advantage doesn’t come from what you’ve invested\, but from how well your entire enterprise was designed to perform because of it. \n\n\n\nThe customer has changed. Has your business? The way customers discover\, evaluate\, and buy has fundamentally changed — and the commercial organization wasn’t built for it. This session explores what it takes to rebuild every customer-facing function as one intelligent system\, where proprietary data becomes a compounding advantage\, agents and humans are choreographed rather than automated\, and every interaction drives measurable business outcomes. \n\n\n\nLearning objectives:By the end of this webcast\, participants will be able to: \n\n\n\n\nIdentify how leading companies use their own data and AI to drive customer growth.\n\n\n\nDescribe how AI and people can work together across sales\, marketing\, and service to deliver measurable results.\n\n\n\nExplain how to use AI in everyday business decisions and keep teams accountable as it scales.\n\n\n\n\nPresenters:Dr. Pippa Malmgren\, Global economist; former US presidential advisor; CEO and founder\, Geopolitica InstituteJohannes Evenblij\, Global Consumer & Commercial Transformation Leader\, PepsiCoHeather Adkins\, Chief Marketing Officer\, TrimbleIan Kahn\, Principal\, Customer and Commercial Excellence Leader\, PwC USJon Glick\, Principal\, Advisory Marketing Leader\, PwC US \n\n\n\nWho should attend: C-suite leaders and their direct reports across commercial\, finance\, risk\, operations\, and strategy functions. Each session is designed to be valuable individually\, with the full series offering a complete view of enterprise design in the AI era. \n\n\n\nCPE Credit: This webcast is eligible for 1.0 CPE credit in the field of Business Management & Organization.nd heads of policy\, strategy\, and risk.
URL:https://www.freelivecpe.com/event/sales-tax-nexus-product-taxability-risks-compliance-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization,Specialized Knowledge
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DTSTART;TZID=America/New_York:20260723T140000
DTEND;TZID=America/New_York:20260723T150000
DTSTAMP:20260626T210748Z
CREATED:20260626T210736Z
LAST-MODIFIED:20260626T210748Z
UID:10011312-1784815200-1784818800@www.freelivecpe.com
SUMMARY:What does the rise in agentic AI mean for Global Business Services?
DESCRIPTION:Key takeaways \n\n\n\nHistorically\, the mandate of Global Business Services (GBS) has been to centralize work\, drive standardization\, and maximize efficiency through automation and labor arbitrage. Agentic artificial intelligence (AI) is the next step change. It does not just speed the work\, it reorients the GBS operating model and the human roles within it\, from doing and transacting to overseeing and orchestrating. We’ll discuss: \n\n\n\nBarriers to adoption and potential solutions \n\n\n\nHow leaders should rethink their GBS organization in the age of agentic AI \n\n\n\nWhy GBS is the right partner to adopt and scale AI
URL:https://www.freelivecpe.com/event/what-does-the-rise-in-agentic-ai-mean-for-global-business-services/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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