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DTSTART;TZID=America/New_York:20260602T130000
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SUMMARY:Rethinking firm growth: How modern accounting firms compete\, differentiate and scale
DESCRIPTION:CPE credit: 1 hour for CPAs \n\n\n\nThe accounting profession is evolving rapidly. Shifts in technology\, rising client expectations\, AI adoption\, and changing buyer behavior are redefining how firms grow\, compete\, and deliver value. While referrals remain an important source of new business\, today’s buyers are more informed than ever and expect clear differentiation\, proactive guidance\, and modern service models from their accounting partners. \n\n\n\nIn this session\, Darren Root\, co-founder of Better Everyday\, will share his principles for intentionally aligning firm strategy\, service offerings\, and marketing efforts. Participants will explore how accounting firms can evolve their go to market approach to attract and retain ideal clients while creating scalable\, sustainable growth. The session will also address the growing role of marketing\, data\, and AI in helping firms communicate their value\, remain relevant\, and better serve clients\, using payroll as a practical case study to illustrate how intentional service decisions can drive growth\, differentiation\, and advisory expansion. \n\n\n\nLearning objectives: \n\n\n\n\nIdentify key shifts impacting the accounting profession and evaluate how these changes affect firm growth and client retention strategies.\n\n\n\nAnalyze their firm’s current strategies to determine opportunities to intentionally align service offerings\, marketing efforts\, and firm vision to attract ideal clients.\n\n\n\nExplain how payroll data and analytics can be leveraged to expand advisory services beyond compliance and support clients across the full business lifecycle.\n\n\n\nApply practical best practices and turnkey\, customizable tools to enhance marketing messaging\, client engagement\, and service delivery within their own firms.\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 is only available for attending the live event\, on-demand viewing is not eligible.1 SHRM\, and 1 CPE credit.
URL:https://www.freelivecpe.com/event/rethinking-firm-growth-how-modern-accounting-firms-compete-differentiate-and-scale/
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:20260602T140000
DTEND;TZID=America/New_York:20260602T150000
DTSTAMP:20260604T163029
CREATED:20260515T195806Z
LAST-MODIFIED:20260515T195811Z
UID:10011106-1780408800-1780412400@www.freelivecpe.com
SUMMARY:Building future-ready private company boards
DESCRIPTION:Key takeaways \n\n\n\nPrivate company boards are entering a new era—one demanding sharp strategy\, broad expertise\, and a future-focused mindset. This webcast explores what it means to build smart boards\, from board structure and composition to artificial intelligence and risk oversight. We’ll discuss: \n\n\n\nHow private company boards can stay agile while strengthening governance \n\n\n\nHow governance fundamentals can help boards keep pace as emerging technology and a dynamic business environment redefine agendas\, reporting\, and director expectations \n\n\n\nHow boards can move from monitoring risk to building resilience
URL:https://www.freelivecpe.com/event/building-future-ready-private-company-boards/
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:20260603T120000
DTEND;TZID=America/New_York:20260603T150000
DTSTAMP:20260604T163029
CREATED:20260511T204142Z
LAST-MODIFIED:20260511T204206Z
UID:10011104-1780488000-1780498800@www.freelivecpe.com
SUMMARY:2026 Not-for-profit governance and fiscal workshop
DESCRIPTION:Over the course of two days\, gain invaluable insights from Baker Tilly’s not-for-profit (NFP) specialists and a distinguished panel. This workshop will cover essential governance and technical matters crucial for NFP organizations. Don’t miss out on this opportunity to stay ahead and ensure your organization thrives!   \n\n\n\nOn day one\, we will focus on governance\, risk and operational resilience in today’s complex not-for-profit environment. Sessions will explore foundational risk management\, operational and talent challenges and strategies to strengthen efficiency and long-term sustainability. The day will wrap up with an overview of cyber-enabled fraud\, highlighting current threats and practical steps leadership can take to protect organizational assets and trust.  \n\n\n\nOn day two\, we will turn to innovation\, funding strategies and executive oversight. Sessions will cover practical approaches to adopting generative AI\, opportunities to support capital investment and growth\, and a discussion of how governance plays a critical role in tax compliance and reputational risk. \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.
URL:https://www.freelivecpe.com/event/2026-not-for-profit-governance-and-fiscal-workshop/2026-06-03/
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:20260603T140000
DTEND;TZID=America/New_York:20260603T150000
DTSTAMP:20260604T163029
CREATED:20260524T185129Z
LAST-MODIFIED:20260524T185134Z
UID:10011190-1780495200-1780498800@www.freelivecpe.com
SUMMARY:From Compliance to Advisory: Rethinking How Tax Work Gets Done
DESCRIPTION:Tax season may be over\, but the opportunity to transform your firm is just beginning. Join us for a timely conversation on how leading firms are rethinking the way work gets done and where greater value can be delivered.  \n\n\n\nModerated by Brandon Allfrey\, this interactive session explores the keys to tax transformation and brings them into real-world focus. You’ll hear directly from CCK Strategies as they reflect on their recent tax season and share how they used AI tax research to enhance decision-making\, improve efficiency\, and unlock more strategic client conversations.  \n\n\n\nWalk away with a clear\, practical view of what “different ways of working” look like in action – and how you can start making the shift from compliance to advisory immediately after tax season. \n\n\n\nLearning Objectives:  \n\n\n\nApply insights from real-world firm experiences to initiate more effective advisory conversations with clients \n\n\n\nAnalyze the key differences between compliance-focused and advisory-focused tax service models \n\n\n\nEvaluate how AI-enabled tools can support advisory workflows and enhance client value
URL:https://www.freelivecpe.com/event/from-compliance-to-advisory-rethinking-how-tax-work-gets-done/
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:20260604T120000
DTEND;TZID=America/New_York:20260604T150000
DTSTAMP:20260604T163029
CREATED:20260511T204142Z
LAST-MODIFIED:20260511T204206Z
UID:10011105-1780574400-1780585200@www.freelivecpe.com
SUMMARY:2026 Not-for-profit governance and fiscal workshop
DESCRIPTION:Over the course of two days\, gain invaluable insights from Baker Tilly’s not-for-profit (NFP) specialists and a distinguished panel. This workshop will cover essential governance and technical matters crucial for NFP organizations. Don’t miss out on this opportunity to stay ahead and ensure your organization thrives!   \n\n\n\nOn day one\, we will focus on governance\, risk and operational resilience in today’s complex not-for-profit environment. Sessions will explore foundational risk management\, operational and talent challenges and strategies to strengthen efficiency and long-term sustainability. The day will wrap up with an overview of cyber-enabled fraud\, highlighting current threats and practical steps leadership can take to protect organizational assets and trust.  \n\n\n\nOn day two\, we will turn to innovation\, funding strategies and executive oversight. Sessions will cover practical approaches to adopting generative AI\, opportunities to support capital investment and growth\, and a discussion of how governance plays a critical role in tax compliance and reputational risk. \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.
URL:https://www.freelivecpe.com/event/2026-not-for-profit-governance-and-fiscal-workshop/2026-06-04/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization,Specialized Knowledge
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