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DTSTART;TZID=America/New_York:20260224T140000
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DTSTAMP:20260604T165536
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SUMMARY:Automate\, scale\, advise: The new AI-powered sales tax compliance platform for CAS and SALT practices
DESCRIPTION:Expanding into sales and use tax advisory doesn’t have to overextend your team or require deep tax specialization. Join CPA.com\, Vertex\, and Kintsugi as they unpack how AI-driven automation is simplifying compliance and enabling firms to confidently expand their advisory services.     \n\n\n\nThis webinar will introduce Kintsugi\, the AI-powered technology now integrated into the Vertex Firm Advisor Program\, designed to help CAS and SALT practices navigate multi-jurisdictional complexity with greater ease. You’ll learn how firms can leverage automation to monitor nexus exposure in real time and streamline registration and filing to deliver more accurate\, efficient sales tax support for clients.   \n\n\n\nCome away with actionable strategies to enhance your advisory offerings\, reduce compliance risk and better support clients navigating complex sales and use tax requirements.  \n\n\n\nLearning objectives: \n\n\n\n\nIdentify new opportunities for CAS and SALT advisory growth\n\n\n\nExplain how real-time nexus monitoring and automated compliance reduce risk\n\n\n\nEvaluate the role of AI in scaling multi-client sales tax services\n\n\n\nApply insights from a CPA firm’s real-world experience\n\n\n\nLeverage the free nexus assessment to uncover client needs and advisory leads 
URL:https://www.freelivecpe.com/event/automate-scale-advise-the-new-ai-powered-sales-tax-compliance-platform-for-cas-and-salt-practices/
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:20260225T130000
DTEND;TZID=America/New_York:20260225T140000
DTSTAMP:20260604T165536
CREATED:20260206T224547Z
LAST-MODIFIED:20260206T224552Z
UID:10010617-1772024400-1772028000@www.freelivecpe.com
SUMMARY:Reshaping finance operations: Prevailing BPO trends in delivery models
DESCRIPTION:Key takeaways \n\n\n\nIn today’s fast-changing finance landscape\, digital expansion is reshaping operating models\, and business process outsourcing (BPO) for finance operations is gaining traction. What should finance professionals consider on the outsourcing journey? We’ll discuss: \n\n\n\n\nPrevailing BPO trends\, including domains\, onshore vs. offshore\, and the impact of digital\n\n\n\nCore decision-making criteria organizations should evaluate when contemplating BPO\n\n\n\nCommon challenges and considerations for outsourcing decisions\, from change management and data security to talent and business outcomes
URL:https://www.freelivecpe.com/event/reshaping-finance-operations-prevailing-bpo-trends-in-delivery-models/
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:20260226T140000
DTEND;TZID=America/New_York:20260226T150000
DTSTAMP:20260604T165536
CREATED:20260214T150134Z
LAST-MODIFIED:20260214T150139Z
UID:10010672-1772114400-1772118000@www.freelivecpe.com
SUMMARY:Building economic resilience: How accounting firms can stay profitable when markets shift
DESCRIPTION:This isn’t about cutting costs for the sake of cutting costs. It’s about visibility. Cash flow confidence. Smarter forecasting. And fixing the operational blind spots that quietly erode margins over time. \n\n\n\nIf you’re feeling busy but not fully clear on the numbers\, this session will help you reconnect activity to profitability\, and replace uncertainty with a plan. Because resilient firms don’t just react to market shifts. They prepare for them. \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify early indicators of financial stress within an accounting firm\, including revenue trends\, expense pressures\, and client payment behavior.\n\n\n\nAnalyze common profitability and operational blind spots that negatively impact firm margins during periods of economic uncertainty.\n\n\n\nEvaluate cash flow management and forecasting approaches that improve financial predictability and decision-making\n\n\n\nDetermine actionable steps to strengthen their firm’s economic resilience and sustain profitability during market shifts.
URL:https://www.freelivecpe.com/event/building-economic-resilience-how-accounting-firms-can-stay-profitable-when-markets-shift/
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:20260226T150000
DTEND;TZID=America/New_York:20260226T160000
DTSTAMP:20260604T165536
CREATED:20260208T151417Z
LAST-MODIFIED:20260208T151430Z
UID:10010638-1772118000-1772121600@www.freelivecpe.com
SUMMARY:How CAS Firms Are Unlocking New Potential with Agentic AI
DESCRIPTION:Client advisory services (CAS) practices are evolving fast—and AI is leading the charge. From streamlining vendor onboarding to real-time exception handling\, agentic AI goes beyond automation to act on your behalf\, freeing your team to focus on high-value\, strategic work. \n\n\n\nHear from leaders at CPA.com\, Aprio\, and BILL as they break down the real-world impact of AI agents in firms of all sizes. You’ll discover how AI is helping CAS teams: \n\n\n\n\nOperate more efficiently with fewer bottlenecks\n\n\n\nProactively surface insights for clients\n\n\n\nUnlock new capacity without new headcount\n\n\n\nStrengthen governance and trust though intelligent automation\n\n\n\n\nWhether you’re running a lean firm or leading at scale\, this conversation will show how AI agents can be your force multiplier for growth\, insight and advisory elevation. \n\n\n\nLearning objectives: \n\n\n\n\nDifferentiate between basic automation\, generative AI\, and agentic AI — and understand the unique role agentic AI plays in CAS practices\n\n\n\nIdentify high-impact CAS workflows where agentic AI can deliver immediate value\, such as vendor onboarding\, bill pay\, reconciliation and exception management\n\n\n\nDescribe how AI agents improve both operational efficiency and advisory insight\, helping firms shift from transactional to proactive service delivery\n\n\n\nApply best practices for responsible AI deployment\, including governance\, auditability and human oversight to maintain trust and compliance
URL:https://www.freelivecpe.com/event/how-cas-firms-are-unlocking-new-potential-with-agentic-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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