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DTSTART;TZID=America/New_York:20260527T140000
DTEND;TZID=America/New_York:20260527T150000
DTSTAMP:20260603T192550
CREATED:20260509T200637Z
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UID:10011100-1779890400-1779894000@www.freelivecpe.com
SUMMARY:Turning Nexus Studies into Consistent Advisory Revenue
DESCRIPTION:Seven years after South Dakota v. Wayfair\, Inc\, many clients still carry hidden multi-state sales tax exposure – and most firms are only discovering it after the fact. Forward-thinking CAS advisory firms are shifting that narrative by proactively identifying nexus risk and turning it into a high-value client service.  \n\n\n\nIn this session\, we’ll explore how Squire & Company is using nexus studies as both a client service differentiator and a scalable revenue stream. With tools like Kintsugi’s free\, firm-enabled nexus study\, identifying exposure no longer requires specialized SALT resources or additional headcount. Instead\, firms can deliver fast\, data-driven insights that open the door to deeper advisory conversations.  \n\n\n\nJoin leaders from across the ecosystem as they share how they are operationalizing proactive outreach\, packaging nexus insights\, and confidently guiding clients through next steps. You’ll also hear how firms are successfully monetizing these engagements\, with real-world examples of pricing and positioning. \n\n\n\nLearning Objectives \n\n\n\nDetermine practical pricing and packaging strategies for monetizing nexus study engagements \n\n\n\nEvaluate how nexus studies can be positioned as a proactive advisory service and revenue-generating offering \n\n\n\nApply a structured approach to initiating client conversations and using data from nexus study results
URL:https://www.freelivecpe.com/event/turning-nexus-studies-into-consistent-advisory-revenue/
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:20260527T140000
DTEND;TZID=America/New_York:20260527T150000
DTSTAMP:20260603T192550
CREATED:20260516T130924Z
LAST-MODIFIED:20260516T130929Z
UID:10011134-1779890400-1779894000@www.freelivecpe.com
SUMMARY:5 Steps to Price & Offer Premium Advisory Services with Confidence
DESCRIPTION:Description\n\n\n\nAre you burnt out at the close of each tax season and tired of doing work for free? As an advisor to your clients\, there is a new way to rewarding the work you do. Chances are you’re undervaluing your expertise\, undercharging your clients and working too many hours for too little in return. This does not feel rewarding or good and is not sustainable. How do you increase your revenue without burning yourself out?Join Michelle Weinstein\, an expert sales strategist\, to learn the NEW way: 5 simple steps that will allow you to offer premium advisory services with confidence – and charge top dollar! She will share how she coaches accounting professionals like you to change their mindset\, identify and communicate your value as an advisor\, and differentiate your firm from the others. \n\n\n\nBy attending this course\, you will be able to: \n\n\n\n\nChange your mindset and limiting beliefs around sales\, pricing\, and service offerings\n\n\n\nLearn how to differentiate your firm and stand out among competitors\n\n\n\nUnderstand the true value and benefits of offering premium services instead of or in addition to transactional/compliance work\n\n\n\nIdentify your ideal client and be able to communicate clearly to current/potential clients\n\n\n\nLearn the step-by-step system that will allow you to provide premium advisory service in the most efficient and profitable way possible\n\n\n\n\nWho Should Attend?Anyone who prepares tax returns and advises clientsPrerequisite: NoneCourse Level: BasicCourse Length: 60 minutesDelivery Method: Group – Live InternetField of Study: Business Management & Organization – Non-TechnicalCPE: 1CE: 0Intuit (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/5-steps-to-price-offer-premium-advisory-services-with-confidence/
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:20260528T120000
DTEND;TZID=America/New_York:20260528T130000
DTSTAMP:20260603T192550
CREATED:20260425T141236Z
LAST-MODIFIED:20260425T141908Z
UID:10011001-1779969600-1779973200@www.freelivecpe.com
SUMMARY:Emerging Trends in the Nonprofit Sector
DESCRIPTION:Event Overview\n\n\n\nThis session provides a timely\, practical overview of the forces reshaping nonprofit organizations. Subject area experts will discuss key developments affecting stakeholder expectations\, regulatory and compliance considerations\, governance and leadership transitions\, and technology adoption. Designed for nonprofit leaders and trusted advisors\, the session focuses on translating emerging trends into clear\, actionable insights that help organizations protect their mission\, manage risk\, and enhance long-term impact in an increasingly complex operating environment. \n\n\n\nLearning Objectives  \n\n\n\n\nIdentify key trends reshaping the nonprofit sector and their governance and accountability implications.\n\n\n\nDetermine financial and operational risks affecting nonprofit sustainability and resilience.\n\n\n\nExplain how talent constraints\, leadership transitions\, and technology adoption influence nonprofit operating models.\n\n\n\nApply sector trends to develop practical\, stakeholder-ready recommendations that support compliance and mission success.\n\n\n\n\nPresenters  \n\n\n\nKim Hunwardsen\, Partner/Tax-Exempt Organizations Practice Leader \n\n\n\nKim leads our exempt organization tax practice and is a member of Eide Bailly’s National Tax office. Her 30 years of public accounting experience has been devoted entirely to working with various types of tax-exempt organizations including private foundations\, hospitals\, higher education institutions\, and other public charities. During this time\, she has worked closely with many nonprofits to address challenging tax issues so that they are resolved in the manner most beneficial to the organization. Kim consults on issues such as mergers and acquisitions\, formation of tax-exempt entities\, unrelated business income issues\, compensation and benefit issues\, restructuring of healthcare systems\, IRS exams\, and community health needs assessments\, among many other unique requirements of exempt organizations. Kim is a frequent speaker regarding tax issues that impact nonprofit organizations. \n\n\n\nDeb Nelson\, CPA\, Partner/Nonprofit Industry Leader  \n\n\n\nDeb specializes in working with tax-exempt organizations to address a wide range of tax issues and guide organizations through tax compliance. She has extensive experience with tax consulting\, planning\, and compliance services and works with organizations to understand the impact of tax law and reporting changes and develops strategies to address these changes.   \n\n\n\nCPE Information \n\n\n\nCPE Credits: 1 \n\n\n\nField of Study: Business Management & Organization \n\n\n\nLevel of Knowledge: Overview \n\n\n\nDelivery Method: Group-Internet Based \n\n\n\nAdditional Information  \n\n\n\nThis is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. \n\n\n\nCPE credit will not be available for watching the recording.  \n\n\n\nEide Bailly Staff\, please register in the Learning Center \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.RE.
URL:https://www.freelivecpe.com/event/emerging-trends-in-the-nonprofit-sector/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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