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DTSTART;TZID=America/New_York:20260603T140000
DTEND;TZID=America/New_York:20260603T150000
DTSTAMP:20260604T025320
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T140000
DTEND;TZID=America/New_York:20260527T150000
DTSTAMP:20260604T025320
CREATED:20260509T200637Z
LAST-MODIFIED:20260509T200642Z
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260422T140000
DTEND;TZID=America/New_York:20260422T150000
DTSTAMP:20260604T025320
CREATED:20260413T000847Z
LAST-MODIFIED:20260413T000852Z
UID:10010952-1776866400-1776870000@www.freelivecpe.com
SUMMARY:SQMS 1—What’s Next
DESCRIPTION:This webinar will let you hear how firms are putting Monitoring & Remediation into motion under SQMS 1: what they’re monitoring\, when they are monitoring\, how they’re monitoring\, and how they are reporting internally. You will also hear from global subject matter experts on how firms are evaluating findings and deficiencies. We’ll share practical examples of how firms are structuring\, executing and managing their monitoring to support the annual evaluation. \n\n\n\nPanelists will include subject matter experts and firms who will provide local and global perspective for firms from sole practitioners to larger firms. You will also get the opportunity to pose questions on what’s working and not working right now as they operationalize Monitoring & Remediation. \n\n\n\nLearning Objectives: \n\n\n\nApply practical methods for documenting and managing remediation to closure\, so monitoring outcomes support annual evaluation and internal governancend compliance personnel. \n\n\n\nIdentify core components of an effective SQMS 1 Monitoring & Remediation program\, including what to monitor\, timing/cadence\, roles/responsibilities\, and internal reporting expectations \n\n\n\nDifferentiate firm approaches to designing risk-aligned monitoring plans\, including selecting monitoring procedures and determining sampling strategies appropriate to firm size and engagement profile \n\n\n\nEvaluate how firms assess monitoring results to determine when issues rise to the level of findings or deficiencies\, including considerations for severity\, pervasiveness\, and root cause
URL:https://www.freelivecpe.com/event/sqms-1-whats-next/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260325T140000
DTEND;TZID=America/New_York:20260325T150000
DTSTAMP:20260604T025320
CREATED:20260322T134116Z
LAST-MODIFIED:20260322T134121Z
UID:10010849-1774447200-1774450800@www.freelivecpe.com
SUMMARY:Risk Assessment in SQMS 1: Planning & Implementing Your Approach
DESCRIPTION:SQMS 1 went into effect on December 15th 2025\, impacting audit and assurance practices. Since then\, firms have been working toward moving from their existing SQCS 8 policy-based approach to a continuous system-based operating approach for firm quality.    \n\n\n\nWe are now at the stage where firms should be defining and ensuring quality objectives are met within their audit and assurance practices\, so firms can immediately benefit from the improved quality that SQMS 1 will bring.    \n\n\n\nJoin our team as they discuss the common steps that firms can take today to achieve success in the implementation of a system of quality management.    \n\n\n\nThis webinar will provide some practical insights and activities to undertake over the course of the implementation process and provide some quick actions for firms to take toward the completion of their risk assessment.    \n\n\n\nLearning objectives: \n\n\n\n\nIdentify the key activity components in audit and assurance practices and what they mean for your implementation plan \n\n\n\nOutline recommended planning actions to undertake to achieve success \n\n\n\nRecognize a step-by-step approach to completing your risk assessment \n\n\n\nRecall real-world insights and experience of implementation challenges all firms will face \n\n\n\n\nWho should attend: Any CPA with operational or ultimate responsibility for their firm’s system of quality management\, such as managing partners and senior leaders\, heads of audit\, through to risk and compliance personnel.
URL:https://www.freelivecpe.com/event/risk-assessment-in-sqms-1-planning-implementing-your-approach/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260304T140000
DTEND;TZID=America/New_York:20260304T150000
DTSTAMP:20260604T025320
CREATED:20260228T205520Z
LAST-MODIFIED:20260228T205526Z
UID:10010745-1772632800-1772636400@www.freelivecpe.com
SUMMARY:Build the Firm You Want: How to Attract the Right Clients with Strategic Marketing
DESCRIPTION:Many accounting firms aren’t struggling to find work; they’re struggling to find the right work. This webinar explores how intentional branding\, positioning\, and marketing can help firms move away from the “we do everything” trap and towards a more focused\, profitable client base. Our speakers will discuss how modern buyers evaluate firms online and how clarity in messaging drives better-fit leads while discouraging misaligned prospects. Attendees will leave with insights into how marketing supports long-term firm growth\, plus actionable strategies they can start implementing immediately to attract the clients they actually want to serve.  \n\n\n\n\nIdentify the key elements of intentional branding and positioning that help accounting firms attract better-fit clients.\n\n\n\nRecognize how modern buyers evaluate accounting firms online and the role marketing plays in first impressions.\n\n\n\nRecall how clear and focused marketing messaging supports long-term firm growth and improved client alignment.
URL:https://www.freelivecpe.com/event/build-the-firm-you-want-how-to-attract-the-right-clients-with-strategic-marketing/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260226T150000
DTEND;TZID=America/New_York:20260226T160000
DTSTAMP:20260604T025320
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260224T140000
DTEND;TZID=America/New_York:20260224T150000
DTSTAMP:20260604T025320
CREATED:20260208T151238Z
LAST-MODIFIED:20260208T151244Z
UID:10010637-1771941600-1771945200@www.freelivecpe.com
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260211T150000
DTEND;TZID=America/New_York:20260211T160000
DTSTAMP:20260604T025320
CREATED:20260208T151034Z
LAST-MODIFIED:20260208T151039Z
UID:10010636-1770822000-1770825600@www.freelivecpe.com
SUMMARY:Positioning CAS for Growth: How to Market\, Message\, and Sell Your Value
DESCRIPTION:Many firms struggle to explain the value of CAS — both to clients and internally. Without clear positioning and a strong message\, even the best service offerings fall flat. \n\n\n\nIn this webinar\, CAS leaders from CPA.com\, Forvis Mazars\, and GRF CPAs & Advisors will share how to craft a compelling value proposition\, educate internal teams\, and promote CAS to the right audience segments. Learn how to bridge the gap between CAS and firm marketing\, gain internal alignment\, and scale with clarity. Whether you’re refining your existing messaging or building your first campaign\, you’ll walk away with real strategies and examples to put into action. \n\n\n\nLearning objectives: \n\n\n\n\nDefine the core value proposition of CAS in a way that resonates with clients\, internal teams\, and firm leadership.\n\n\n\nIdentify common marketing challenges for CAS practices and develop strategies to overcome them through tailored messaging and education.\n\n\n\nDifferentiate marketing approaches for prospective clients\, existing clients\, and internal audiences based on their specific pain points and levels of awareness.\n\n\n\nApply storytelling and positioning techniques to increase CAS adoption\, client understanding\, and internal advocacy.
URL:https://www.freelivecpe.com/event/positioning-cas-for-growth-how-to-market-message-and-sell-your-value/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260211T140000
DTEND;TZID=America/New_York:20260211T150000
DTSTAMP:20260604T025320
CREATED:20260208T150820Z
LAST-MODIFIED:20260208T150825Z
UID:10010635-1770818400-1770822000@www.freelivecpe.com
SUMMARY:Reimagining Tax Season with AI
DESCRIPTION:It’s that time of year again. Tax season is ramping up\, and accountants everywhere are preparing for the long days (and nights) ahead. But this year\, busy season doesn’t need to mean burnout for you and your team.   \n\n\n\nJoin us for a live webinar featuring Kevin Sickels\, Tax Partner at Ketel Thorstenson\, CPA.com’s Michael Cerami\, and Blue J’s CRO\, Sean Erjavec. They’ll be discussing what tax season looks like today\, how AI is changing the ways tax practitioners work\, and how Ketel Thorstenson is reimagining tax season with Blue J.  \n\n\n\nSign up now to save your spot. All registrants will receive the full recording. So even if you can’t attend\, you can still access all the insights from this webinar.   \n\n\n\nLearning objectives:  \n\n\n\n\nIdentify key learnings from last year’s tax season and predictions for this year.  \n\n\n\nRecognize the impact of AI-powered tax research on common tax season pain points.  \n\n\n\nRecall how modern firms are leveraging AI-powered tax research during tax season and beyond.  
URL:https://www.freelivecpe.com/event/reimagining-tax-season-with-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260129T140000
DTEND;TZID=America/New_York:20260129T150000
DTSTAMP:20260604T025320
CREATED:20260117T133259Z
LAST-MODIFIED:20260117T133304Z
UID:10010540-1769695200-1769698800@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\, Alex Hartzell from BILL and Matthew Wallace\, Manager of Innovation at Armanino\, 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 how Armanino uses 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. \n\n\n\nThis CPA.com webinar is “Complimentary.” For more information regarding administrative policies such as cancellations and complaints\, please contact CPA.com at inquire@hq.cpa.com. CPA.com (Registration # 108347) 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 web site: www.nasbaregistry.org  \n\n\n\nCPA.com\, 1345 Avenue of the Americas\, 27th Floor\, New York\, NY 10105
URL:https://www.freelivecpe.com/event/scale-smarter-integrate-financial-operations-for-insight-driven-cas-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260128T140000
DTEND;TZID=America/New_York:20260128T150000
DTSTAMP:20260604T025320
CREATED:20260110T135821Z
LAST-MODIFIED:20260110T135826Z
UID:10010496-1769608800-1769612400@www.freelivecpe.com
SUMMARY:Monitoring & Remediation: Building a Practical\, Risk-focused Plan for Your Firm
DESCRIPTION:As firms continue to refine their risk assessment\, monitoring\, and remediation processes\, expectations around how monitoring is designed and executed are evolving. This intermediate-level session provides a practical look at what firms should be watching for\, how anticipated changes may affect monitoring activities\, and how to translate those insights into a workable monitoring and remediation plan.  \n\n\n\nParticipants will hear perspectives from local and regional-focused firms on actions already undertaken\, lessons learned\, and how monitoring plans are being structured across timing\, people\, and methodology. The session will also explore internal inspection approaches and the role of technology in supporting monitoring and remediation efforts. A moderated fireside chat and live Q&A will allow participants to examine real-world considerations\, including the impact of busy season and resource constraints\, and identify next steps they can apply within their own firms.  \n\n\n\nLearning objectives:  \n\n\n\n\nAnalyze key risk assessment considerations that influence monitoring and remediation priorities within CPA firms.\n\n\n\nAssess the impact of anticipated changes on firm monitoring activities\, including timing\, staffing\, and methodology.\n\n\n\nApply practical approaches to designing a monitoring and remediation plan\, drawing on examples from small- and medium-sized firm perspectives.\n\n\n\nEvaluate internal inspection and technology-enabled monitoring approaches to determine how they support effective remediation efforts. \n\n\n\n\nCPE Credit \n\n\n\nCost: Free  CPE Credits: 1.0 hourField of Study: Business Management & OrganizationRequirements: NoneProgram Level: IntermediateDelivery Method: Group Internet Based Advanced Preparation: NoneLocation: Online \n\n\n\nThis CPA.com webinar is “Complimentary.” For more information regarding administrative policies such as cancellations and complaints\, please contact CPA.com at inquire@hq.cpa.com. CPA.com (Registration # 108347) 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 web site: www.nasbaregistry.org  \n\n\n\nCPA.com\, 1345 Avenue of the Americas\, 27th Floor\, New York\, NY 10105
URL:https://www.freelivecpe.com/event/monitoring-remediation-building-a-practical-risk-focused-plan-for-your-firm/
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/2025/01/CPA.com-accounting-conferences.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251217T120000
DTEND;TZID=America/New_York:20251217T150000
DTSTAMP:20260604T025320
CREATED:20251122T130625Z
LAST-MODIFIED:20251213T143527Z
UID:10010314-1765972800-1765983600@www.freelivecpe.com
SUMMARY:3 CPE - Automation Spotlight 2025
DESCRIPTION:Automation Spotlight\n\n\n\nJoin us for three webinars exploring how automation technology enables you to bring more value to your clients. \n\n\n\nFuture-Ready Firms: Insights from the 2025 CPA.com & BILL Growth & Tech Survey \n\n\n\n74% of accounting firms have a detailed plan in place to add new services in the next 12 months—and for many\, technology is the catalyst. In this forward-thinking webinar\, industry leaders will share how firms are embracing digital transformation to expand service offerings\, boost revenue\, and strengthen client relationships. \n\n\n\nApproachable CAS: Tech-Enabled Spend Management Advisory \n\n\n\nNext up\, an engaging webinar that demystifies the process of incorporating spend management into your firm’s client advisory services (CAS). Amy Merletti from CPA.com will host Richard Corn from BILL\, to show you how to transition from traditional after-the-fact expense reporting toward a proactive\, tech-enabled approach. \n\n\n\nAchieve Operational Excellence in Your Family Office Practice \n\n\n\nFamily offices are prime for technology automation in 2025 to help address common challenges such as evolving family needs\, cybersecurity threats\, talent shortages\, and more. In this webinar\, CPA.com’s Kim Blascoe and Sophia Loh\, Family Office Partner at Frank\, Rimerman +Co.\, will provide a workshop-style update on how top firms are putting technology to use in their operations.
URL:https://www.freelivecpe.com/event/3cpe-automation-spotlight-2025/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251119T150000
DTEND;TZID=America/New_York:20251119T160000
DTSTAMP:20260604T025320
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
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251118T140000
DTEND;TZID=America/New_York:20251118T150000
DTSTAMP:20260604T025320
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
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251113T140000
DTEND;TZID=America/New_York:20251113T150000
DTSTAMP:20260604T025320
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
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251105T150000
DTEND;TZID=America/New_York:20251105T160000
DTSTAMP:20260604T025320
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
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251103T140000
DTEND;TZID=America/New_York:20251103T150000
DTSTAMP:20260604T025320
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
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251024T140000
DTEND;TZID=America/New_York:20251024T150000
DTSTAMP:20260604T025320
CREATED:20250914T104105Z
LAST-MODIFIED:20250914T104110Z
UID:10009848-1761314400-1761318000@www.freelivecpe.com
SUMMARY:Building a high-performing CAS team: Is adding HR advisory the right strategy for your firm?
DESCRIPTION:Is your Client Advisory Services (CAS) team properly structured and staffed to deliver on client needs and drive growth into the future? Experienced CAS leaders know it can be a tough balancing act to pull off\, especially in today’s tight talent market. That’s why it’s so important to clearly define the roles and responsibilities your CAS practice needs to fill\, deployed in a structure that makes sense for both your firm and its clients. Just as important: Having a clear strategy for identifying\, recruiting and retaining the talent you need to fill out your CAS team – from both internal and external sources. \n\n\n\nPlus\, we’ll discuss the HR challenges your business clients face and explore how adding HR advisory services to your offerings could be a valuable opportunity for your firm. Please join us for this exciting conversation designed to help make sure your CAS practice is ready for what’s next. \n\n\n\nLearning objectives: \n\n\n\nAssess current staff skill sets and how they align to your clients’ HR needs. \n\n\n\nUnderstand the key roles and responsibilities within a CAS practice. \n\n\n\nIdentify strategies for recruiting and retaining top talent to enhance the effectiveness of your CAS team.
URL:https://www.freelivecpe.com/event/building-a-high-performing-cas-team-is-adding-hr-advisory-the-right-strategy-for-your-firm/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Personnel/Human Resources
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250924T130000
DTEND;TZID=America/New_York:20250924T140000
DTSTAMP:20260604T025320
CREATED:20250906T135417Z
LAST-MODIFIED:20250906T135423Z
UID:10009808-1758718800-1758722400@www.freelivecpe.com
SUMMARY:AI in Accounting: Adoption\, Trust\, and the Evolving User Experience
DESCRIPTION:As AI capabilities surge forward\, the accounting profession faces new questions—not just about what AI can do\, but about how we should use it. \n\n\n\nThis session explores the real-world challenges firms face when adopting AI\, from mitigating hallucinations and building trust in sensitive areas like audit and financial reporting\, to reimagining how users interact with increasingly agentic systems. With no established norms for interface or workflow design\, the user experience remains a moving target. Compounding the challenge is a widespread educational gap: Many professionals are trying to apply AI to familiar tasks\, instead of rethinking the problems that AI is uniquely suited to solve. \n\n\n\nWalk away with insights into emerging best practices for building trustworthy systems\, designing user-friendly AI experiences\, and educating teams and clients on the true promise of AI. \n\n\n\nLearning objectives \n\n\n\nIdentify strategies to educate teams and clients on AI potential. \n\n\n\nIdentify best practices for enhancing user confidence in AI-driven systems. \n\n\n\nAnalyze the limitations in how users interact with agentic AI today and explore emerging approaches.
URL:https://www.freelivecpe.com/event/ai-in-accounting-adoption-trust-and-the-evolving-user-experience/
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/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250821T140000
DTEND;TZID=America/New_York:20250821T150000
DTSTAMP:20260604T025320
CREATED:20250809T221204Z
LAST-MODIFIED:20250809T221210Z
UID:10009638-1755784800-1755788400@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/
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/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250820T150000
DTEND;TZID=America/New_York:20250820T160000
DTSTAMP:20260604T025320
CREATED:20250816T131226Z
LAST-MODIFIED:20250816T131235Z
UID:10009679-1755702000-1755705600@www.freelivecpe.com
SUMMARY:Future-Ready Firms: Insights from the 2025 CPA.com & BILL Growth & Tech Survey
DESCRIPTION:74% of accounting firms have a detailed plan in place to add new services in the next 12 months—and for many\, technology is the catalyst. In this forward-thinking webinar\, industry leaders will share how firms are embracing digital transformation to expand service offerings\, boost revenue\, and strengthen client relationships.   \n\n\n\nFeaturing Kim Blascoe\, senior director\, CAS Professional Services at CPA.com; Ariege Misherghi\, SVP & GM of Accounts Payable\, Accounts Receivable and Accountant Channel at BILL; and Becky Munson\, partner and CAS practice leader at EisnerAmper\, this session unpacks key findings from the latest research by BILL\, and CPA.com. You’ll hear firsthand how these experts are navigating growth and change\, and what steps your firm can take to stay competitive and future-ready.  \n\n\n\nLearning objectives: \n\n\n\nEstimate the impact of strategic technology implementation on revenue growth and employee productivity.  \n\n\n\nIdentify the top technology trends driving growth in accounting firms over the next year.  \n\n\n\nRecognize the most critical areas where technology enhances client acquisition and retention.  \n\n\n\nDistinguish key strategies firms are using to overcome technology adoption challenges and inefficiencies.  \n\n\n\nRecall the emerging client advisory services (CAS) poised for growth and technology integration. 
URL:https://www.freelivecpe.com/event/future-ready-firms-insights-from-the-2025-cpa-com-bill-growth-tech-survey-2/
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/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250820T140000
DTEND;TZID=America/New_York:20250820T150000
DTSTAMP:20260604T025320
CREATED:20250809T221419Z
LAST-MODIFIED:20250809T221425Z
UID:10009639-1755698400-1755702000@www.freelivecpe.com
SUMMARY:From Research to Revenue: Elevating Tax Advisory with AI-Powered Insights
DESCRIPTION:Tax professionals are under increasing pressure to deliver faster\, smarter\, and more strategic insights to their clients. Generative AI is opening new pathways to transform tax research into a true growth driver for advisory services. \n\n\n\nJoin Michael Cerami\, EVP of CPA.com\, as he moderates a lively discussion with Brian Davis\, CPA\, CEO of One Stop CPA\, and Mat Armstrong\, VP of Customer Success at Blue J. Together\, they’ll explore how AI-powered tax research tools are enabling firms to move beyond compliance and toward high-impact advisory. \n\n\n\nYou’ll hear directly from Brian about how his firm uses tax research AI to perform efficient\, verifiable research\, deliver strategic advice\, and drive revenue growth by successfully upselling clients into higher-value services. Plus\, get a firsthand look at Blue J in action during a live demonstration. \n\n\n\nLearning Objectives:    \n\n\n\nEvaluate the benefits of integrating generative AI into tax workflows to enhance efficiency\, expand capacity\, and improve client service.  \n\n\n\nIdentify the key challenges and opportunities presented by AI in tax research.    \n\n\n\nApply AI-powered tools to conduct accurate and efficient tax research.    \n\n\n\nDemonstrate how to leverage AI-generated insights to enhance tax advisory services.   
URL:https://www.freelivecpe.com/event/from-research-to-revenue-elevating-tax-advisory-with-ai-powered-insights/
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/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250819T140000
DTEND;TZID=America/New_York:20250819T150000
DTSTAMP:20260604T025320
CREATED:20250705T123805Z
LAST-MODIFIED:20250705T123811Z
UID:10009445-1755612000-1755615600@www.freelivecpe.com
SUMMARY:The Future of First Impressions: Strategies for Better Onboarding
DESCRIPTION:In today’s rapidly evolving accounting world\, onboarding has become more than just a formality – it’s the key to setting your employees (and your firm) up for long-term success. A positive new hire onboarding experience has a critical impact on workforce efficiency\, company culture\, employee productivity\, and long-term retention.   \n\n\n\nJoin us for an informative session led by an experienced HR professional as we explore key elements and effective tips for optimizing employee onboarding. Whether you’re looking to support your own firm or enhance your client advisory services\, this session will provide actionable insights to help you deliver an onboarding process that’s impactful\, engaging\, and future-focused.  \n\n\n\nWhat You’ll Learn:  \n\n\n\nSolutions and resources to welcome new employees more efficiently \n\n\n\nWhy a great onboarding experience is critical for employee (and business) success  \n\n\n\nKey elements for building an effective onboarding program  \n\n\n\nCommon mistakes to avoid during onboarding   \n\n\n\nBenefits of tech and AI tools to improve employee onboarding  
URL:https://www.freelivecpe.com/event/the-future-of-first-impressions-strategies-for-better-onboarding/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Personnel/Human Resources
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250806T140000
DTEND;TZID=America/New_York:20250806T150000
DTSTAMP:20260604T025320
CREATED:20250705T123614Z
LAST-MODIFIED:20250705T123628Z
UID:10009444-1754488800-1754492400@www.freelivecpe.com
SUMMARY:Steps to Prepare for the New Quality Management Standard SQMS
DESCRIPTION:SQMS 1 comes into effect on December 15th 2025\, impacting audit and assurance practices. Firms will need to prepare for the impact of moving from their existing SQCS 8 policy-based approach to a continuous system-based operating approach for firm quality.    \n\n\n\nNow is the time for firms to take action and start their implementation.  By defining and ensuring quality objectives are met within your audit and assurance practices\, firms can immediately benefit from the improved quality that SQMS 1 will bring.    \n\n\n\nJoin our team as they discuss the common steps that firms can take today to achieve success in the implementation of a system of quality management.    \n\n\n\nThis webinar will provide some practical insights and activities to undertake over the course of the implementation process and provide some quick actions for firms to take toward the completion of their risk assessment.    \n\n\n\nLearning objectives: \n\n\n\n\nIdentify the key activity components in audit and assurance practices and what they mean for your implementation plan \n\n\n\nOutline recommended planning actions to undertake to achieve success \n\n\n\nRecognize a step-by-step approach to completing your risk assessment \n\n\n\nRecall real-world insights and experience of implementation challenges all firms will face \n\n\n\n\nWho should attend: Any CPA with operational or ultimate responsibility for their firm’s system of quality management\, such as managing partners and senior leaders\, heads of audit\, through to risk and compliance personnel.
URL:https://www.freelivecpe.com/event/steps-to-prepare-for-the-new-quality-management-standard-sqms-2/
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/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250805T140000
DTEND;TZID=America/New_York:20250805T150000
DTSTAMP:20260604T025320
CREATED:20250705T123949Z
LAST-MODIFIED:20250705T123954Z
UID:10009446-1754402400-1754406000@www.freelivecpe.com
SUMMARY:The Power of a Safe Harbor 401(k): Empowering your firm with retirement benefits
DESCRIPTION:Offering a retirement plan is a strong component of an employee benefits package and a valuable tool for recruiting and retaining employees—especially in today’s competitive job market.   A safe harbor 401(k) provision allows businesses to avoid mandatory government compliance tests. The biggest tradeoff is that employers must make contributions. Many employers find that not having the hassle of testing is well worth it. Is yours one of them? Join this webinar and find out how to help create long-term financial security and provide the maximum benefits for your firm\, your employees\, and your business clients.  \n\n\n\nObjectives: \n\n\n\n•    Evaluate safe harbor versus standard 401(k) plans \n\n\n\n•    Define non-discrimination testing and HCEs  \n\n\n\n•    Explain the types of safe harbor plans and key dates and deadlines \n\n\n\n•    Identify consultative opportunities and resources and solutions 
URL:https://www.freelivecpe.com/event/the-power-of-a-safe-harbor-401k-empowering-your-firm-with-retirement-benefits/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Personnel/Human Resources
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250723T150000
DTEND;TZID=America/New_York:20250723T160000
DTSTAMP:20260604T025320
CREATED:20250713T151414Z
LAST-MODIFIED:20250713T151420Z
UID:10009499-1753282800-1753286400@www.freelivecpe.com
SUMMARY:Your Tech-Enabled Family Office Practice: Elevating Trust Through Continuous Improvement
DESCRIPTION:Handling the financial operations for high-net-worth individuals has never been more complex. From high volumes of transactions to numerous legal entities and investments\, family office practices have high stakes to have their processes\, technology\, and integrations in tip-top shape in order to realize the unique opportunity to become—and remain—a trusted advisor. \n\n\n\nIn this webinar\, Kim Blascoe\, senior director of CAS professional services at CPA.com\, will be joined by a family office practice leader to unpack how firms can continuously improve their internal operations\, such as their workflows and automations\, to make certain that they have the proper stature to provide data-driven insights to their clients. \n\n\n\nLearning objectives: \n\n\n\nDistinguish between core technologies to implement in your practice vs. niche technology  \n\n\n\nRecognize how modern firms are leveraging technology and best-practices to provide value to their high-net-worth clients through their family office practice \n\n\n\nIdentify ways to structure data\, create seamless automations\, and document workflows to optimize your operations \n\n\n\nIndicate which improvements your family office practice can make to have an immediate impact and boost client value
URL:https://www.freelivecpe.com/event/your-tech-enabled-family-office-practice-elevating-trust-through-continuous-improvement/
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/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250709T140000
DTEND;TZID=America/New_York:20250709T150000
DTSTAMP:20260604T025320
CREATED:20250705T123413Z
LAST-MODIFIED:20250705T123423Z
UID:10009443-1752069600-1752073200@www.freelivecpe.com
SUMMARY:Outrank the Competition: Marketing Strategies That Win in 2025
DESCRIPTION:Today’s most successful accounting firms aren’t just showing up online – they’re leading the pack. In this free CPE webinar\, we’ll explore the digital strategies forward-thinking firms are using to stand out from the competition. From modern\, high-converting websites to smart branding and search engine optimization\, you’ll learn what’s working for your peers\, and how to apply these insights to elevate your own firm’s online presence. \n\n\n\nLearning objectives: \n\n\n\nSelect high-impact marketing strategies to boost visibility and drive client acquisition. \n\n\n\nRecognize best practices from top firms for high-performing websites that convert. \n\n\n\nIdentify how to build a credible\, trustworthy brand that sets your firm apart. \n\n\n\nDistinguish key factors that influence your firm’s visibility on Google and tactics to improve your ranking.
URL:https://www.freelivecpe.com/event/outrank-the-competition-marketing-strategies-that-win-in-2025/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250625T130000
DTEND;TZID=America/New_York:20250625T140000
DTSTAMP:20260604T025320
CREATED:20250607T145445Z
LAST-MODIFIED:20250607T145454Z
UID:10009336-1750856400-1750860000@www.freelivecpe.com
SUMMARY:Steps to Prepare for the New Quality Management Standard SQMS
DESCRIPTION:SQMS 1 comes into effect on December 15th 2025\, impacting audit and assurance practices. Firms will need to prepare for the impact of moving from their existing SQCS 8 policy-based approach to a continuous system-based operating approach for firm quality.    \n\n\n\nNow is the time for firms to take action and start their implementation.  By defining and ensuring quality objectives are met within your audit and assurance practices\, firms can immediately benefit from the improved quality that SQMS 1 will bring.    \n\n\n\nJoin our team as they discuss the common steps that firms can take today to achieve success in the implementation of a system of quality management.    \n\n\n\nThis webinar will provide some practical insights and activities to undertake over the course of the implementation process and provide some quick actions for firms to take toward the completion of their risk assessment.    \n\n\n\nLearning objectives: \n\n\n\n\nIdentify the key activity components in audit and assurance practices and what they mean for your implementation plan \n\n\n\nOutline recommended planning actions to undertake to achieve success \n\n\n\nRecognize a step-by-step approach to completing your risk assessment \n\n\n\nRecall real-world insights and experience of implementation challenges all firms will face \n\n\n\n\nWho should attend: Any CPA with operational or ultimate responsibility for their firm’s system of quality management\, such as managing partners and senior leaders\, heads of audit\, through to risk and compliance personnel.
URL:https://www.freelivecpe.com/event/steps-to-prepare-for-the-new-quality-management-standard-sqms/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250515T150000
DTEND;TZID=America/New_York:20250515T160000
DTSTAMP:20260604T025320
CREATED:20250419T210316Z
LAST-MODIFIED:20250419T210321Z
UID:10009104-1747321200-1747324800@www.freelivecpe.com
SUMMARY:Future-Ready Firms: Insights from the 2025 CPA.com & BILL Growth & Tech Survey
DESCRIPTION:74% of accounting firms have a detailed plan in place to add new services in the next 12 months—and for many\, technology is the catalyst. In this forward-thinking webinar\, industry leaders will share how firms are embracing digital transformation to expand service offerings\, boost revenue\, and strengthen client relationships.   \n\n\n\nFeaturing Kim Blascoe\, senior director\, CAS Professional Services at CPA.com; Ariege Misherghi\, SVP & GM of Accounts Payable\, Accounts Receivable and Accountant Channel at BILL; and Becky Munson\, partner and CAS practice leader at EisnerAmper\, this session unpacks key findings from the latest research by BILL\, and CPA.com. You’ll hear firsthand how these experts are navigating growth and change\, and what steps your firm can take to stay competitive and future-ready.  \n\n\n\nLearning objectives: \n\n\n\n\nIdentify the top technology trends driving growth in accounting firms over the next year. \n\n\n\nRecognize the most critical areas where technology enhances client acquisition and retention. \n\n\n\nDistinguish key strategies firms are using to overcome technology adoption challenges and inefficiencies. \n\n\n\nRecall the emerging client advisory services (CAS) poised for growth and technology integration. \n\n\n\nEstimate the impact of strategic technology implementation on revenue growth and employee productivity. \n\n\n\n\nSpeakers \n\n\n\nAriege MisherghiSVP & GMAccounts Payable\, Accounts Receivable\, Accountant ChannelBILLBecky MunsonPartner\, CAS Practice LeaderEisnerAmperKim Blascoe\, CPASr. DirectorCAS Professional ServicesCPA.com\n\n\n\n\n\n\n\nCost: Free  CPE Credits: 1.0 hourField of Study: Business Management & organizationKnowledge Level: BasicInstructional Method: Group Internet Based Prerequisites: NoneAdvanced Preparation: NoneLocation: Online \n\n\n\nThe CPA.com webinar is “Complimentary.” For more information regarding administrative policies such as cancellations and complaints\, please contact CPA.com at inquire@hq.cpa.com. CPA.com (Registration # 108347) 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 web site: www.nasbaregistry.org. \n\n\n\nCPA.com\, 1345 Avenue of the Americas\, 27th Floor\, New York\, NY 10105
URL:https://www.freelivecpe.com/event/future-ready-firms-insights-from-the-2025-cpa-com-bill-growth-tech-survey/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250506T120000
DTEND;TZID=America/New_York:20250506T130000
DTSTAMP:20260604T025320
CREATED:20250503T163140Z
LAST-MODIFIED:20250503T163146Z
UID:10009178-1746532800-1746536400@www.freelivecpe.com
SUMMARY:Hidden Costs: How Tax Gaps Derail Tech Projects (And How to Fix Them Fast)
DESCRIPTION:Every technology implementation faces hidden risks — and too often\, state and local tax (SALT) is an afterthought. Left out until it’s too late\, SALT issues can quickly snowball into compliance gaps\, costly project delays\, client frustration\, and rework that eats away at margins. \n\n\n\nIn this CPE-eligible webinar\, industry leaders from Wipfli\, Vertex\, and CPA.com will unpack the most common mistakes firms make by excluding tax from the early stages of financial system implementations. You’ll walk away with practical\, real-world insights on how to identify red flags\, avoid project pitfalls\, and drive better outcomes for clients by embedding tax automation and expertise into the process from day one. \n\n\n\nWhether you’re a SALT specialist\, technology consultant\, or advisory leader\, this session will help you reduce risk\, boost collaboration\, and deliver smarter\, more scalable solutions. \n\n\n\nKey Takeaways: \n\n\n\nUnderstand the roles of SALT and tech teams in delivering client-ready automation \n\n\n\nRecognize common tax oversights that derail ERP and finance tech projects \n\n\n\nIdentify how and when to bring tax into the implementation process \n\n\n\nRecall real examples of firms that turned tax integration into a strategic advantage
URL:https://www.freelivecpe.com/event/hidden-costs-how-tax-gaps-derail-tech-projects-and-how-to-fix-them-fast/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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