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DTEND;TZID=America/New_York:20260128T150000
DTSTAMP:20260603T210432
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251217T120000
DTEND;TZID=America/New_York:20251217T150000
DTSTAMP:20260603T210432
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:20260603T210432
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251118T140000
DTEND;TZID=America/New_York:20251118T150000
DTSTAMP:20260603T210432
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251113T140000
DTEND;TZID=America/New_York:20251113T150000
DTSTAMP:20260603T210432
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:20260603T210432
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251103T140000
DTEND;TZID=America/New_York:20251103T150000
DTSTAMP:20260603T210432
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251024T140000
DTEND;TZID=America/New_York:20251024T150000
DTSTAMP:20260603T210432
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250924T130000
DTEND;TZID=America/New_York:20250924T140000
DTSTAMP:20260603T210432
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250821T140000
DTEND;TZID=America/New_York:20250821T150000
DTSTAMP:20260603T210432
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:20260603T210432
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:20260603T210432
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:20260603T210432
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:20260603T210432
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:20260603T210432
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:20260603T210432
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:20260603T210432
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
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:20250625T130000
DTEND;TZID=America/New_York:20250625T140000
DTSTAMP:20260603T210432
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
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:20250515T150000
DTEND;TZID=America/New_York:20250515T160000
DTSTAMP:20260603T210432
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
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:20250506T120000
DTEND;TZID=America/New_York:20250506T130000
DTSTAMP:20260603T210432
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
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:20250423T140000
DTEND;TZID=America/New_York:20250423T150000
DTSTAMP:20260603T210432
CREATED:20250405T144948Z
LAST-MODIFIED:20250405T144953Z
UID:10009052-1745416800-1745420400@www.freelivecpe.com
SUMMARY:Approachable CAS: Tech-Enabled Spend Management Advisory
DESCRIPTION:Join us for 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. You’ll discover proven strategies to control budgets in real-time\, automate data capture\, mitigate risk\, and offer clients greater financial visibility. Whether you currently provide transactional accounting or already deliver higher-level advisory\, this session will equip you with insights to strengthen your CAS practice through modern spend management solutions.  \n\n\n\nLearning objectives:  \n\n\n\nDistinguish how spend management advisory can expand your CAS offerings from transactional to more strategic\, higher-value services.  \n\n\n\nIdentify the core differences between traditional expense management and proactive spend management.  \n\n\n\nRecognize key technology tools that streamline and enhance real-time budget monitoring for CAS practices.  \n\n\n\nRecall critical metrics and indicators that demonstrate spend management’s impact on business performance.  \n\n\n\nSelect effective spend management processes and policies that align with diverse client needs. 
URL:https://www.freelivecpe.com/event/approachable-cas-tech-enabled-spend-management-advisory/
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:20250422T140000
DTEND;TZID=America/New_York:20250422T150000
DTSTAMP:20260603T210432
CREATED:20250411T234650Z
LAST-MODIFIED:20250411T234656Z
UID:10009076-1745330400-1745334000@www.freelivecpe.com
SUMMARY:Tax & Tech: The Winning Duo for 2025 Success
DESCRIPTION:Tax and technology go hand in hand – whether you’re a SALT practitioner or an ERP consultant\, each year\, you’re likely dealing with increased tax complexity\, a desire to focus on automation\, and a demand from clients for advisory services. Firms that successfully integrate tax compliance services with financial advisory will be better positioned to serve clients efficiently in 2025 and beyond. \n\n\n\nToo often\, sales and use tax considerations are left until the final stages\, leading to delays\, compliance risks\, and costly rework. Early collaboration with your clients ensures they get a fully integrated\, scalable solution that drives efficiency and compliance. \n\n\n\nJoin leaders from top 100 accounting firm Wipfli\, Vertex and CPA.com as we explore how firms can work closely with solution providers and their clients to deliver seamless ERP and tax automation strategies. \n\n\n\nRegister now to learn how proactive planning leads to smoother implementations and better client outcomes. \n\n\n\nKey takeaways: \n\n\n\nRecall real-world examples of firms that streamlined operations\, reduced risk\, and improved efficiency through collaboration \n\n\n\nIdentify when a client needs ERP + tax automation and why they work better together \n\n\n\nRecognize why SALT professionals must have a seat at the table early to prevent compliance gaps \n\n\n\nDistinguish how ERP consultants can enhance implementations by integrating tax planning upfront
URL:https://www.freelivecpe.com/event/tax-tech-the-winning-duo-for-2025-success/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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:20250320T140000
DTEND;TZID=America/New_York:20250320T150000
DTSTAMP:20260603T210432
CREATED:20250315T220425Z
LAST-MODIFIED:20250315T220431Z
UID:10008955-1742479200-1742482800@www.freelivecpe.com
SUMMARY:Cracking the CAS Growth Code: How to Market\, Message and Scale Your Practice
DESCRIPTION:Client advisory services (CAS) continues an upward trend\, with a reported median growth rate of 17% and a projected 99% median growth for the upcoming three years. Despite the impressive growth and trajectory\, firms are still challenged by client understanding of the practice area and breaking through with a consistent message in the marketplace.   \n\n\n\nTo build a scalable CAS practice\, you must understand the foundational services and how to successfully market them. In this webinar\, Kim Blascoe from CPA.com and Holly Shier\, Chief Marketing Officer at Rehmann will discuss what it takes to dial in your marketing and education strategies to approach new clients\, existing clients and internal stakeholders. They’ll delve into the significance of building a coalition of CAS advocates within your firm\, how to identify an ideal prospect and the importance of creating a solid value proposition for your foundational CAS offerings.    \n\n\n\nLearning Objectives \n\n\n\nIdentify targeted approaches to engage internal stakeholders\, existing clients\, and potential new clients by creating compelling value propositions\, communicating effectively\, and leveraging strategic marketing tactics tailored to each audience segment. \n\n\n\nDistinguish the significance of client advisory services (CAS) within accounting firms and understand the value proposition for both you and your clients.   \n\n\n\nIdentify the key challenges encountered in marketing CAS\, including foundational services\, and formulate strategies to overcome these obstacles. \n\n\n\nRecognize the unique storytelling required for establishing a scalable CAS practice
URL:https://www.freelivecpe.com/event/cracking-the-cas-growth-code-how-to-market-message-and-scale-your-practice/
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:20250227T140000
DTEND;TZID=America/New_York:20250227T150000
DTSTAMP:20260603T210432
CREATED:20250222T202704Z
LAST-MODIFIED:20250222T202714Z
UID:10008838-1740664800-1740668400@www.freelivecpe.com
SUMMARY:2024 CAS Benchmark Survey: Insights and Actions to Guide Your Firm
DESCRIPTION:For well over a decade\, CPA.com has helped firms embrace the potential of client advisory services (CAS) to deliver more value for clients through expanded offerings. With the help of the CPA.com and AICPA PCPS CAS benchmark survey report\, firms can better understand how their practices are performing against peer firms and consider new metrics to benchmark their own success. The CAS Benchmark Survey report also shares best practices and areas of focus that firms should consider as they seek to expand their capabilities and shift toward higher-level advisory services.  \n\n\n\nJoin us as we share results and break down key insights from the newly released 2024 CAS Benchmark Survey report.  Consider what these mean for your firm and how you can leverage the data to inform your own CAS practice strategy. Additionally\, hear from participating firms about their journey to success in CAS\, and how they utilize benchmark survey data to guide them.   \n\n\n\nLearning objectives: \n\n\n\nConsider actionable steps to leverage benchmark data in building or refining a CAS practice strategy. \n\n\n\nIdentify key findings and trends from the 2024 CPA.com/AICPA PCPS CAS Benchmark Survey report that impact the evolution of client advisory services (CAS). \n\n\n\nEvaluate how a firm’s CAS practice performance compares to peer firms using specific metrics and benchmarks from the survey.
URL:https://www.freelivecpe.com/event/2024-cas-benchmark-survey-insights-and-actions-to-guide-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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250129T150000
DTEND;TZID=America/New_York:20250129T160000
DTSTAMP:20260603T210432
CREATED:20250112T223222Z
LAST-MODIFIED:20250112T231704Z
UID:10008649-1738162800-1738166400@www.freelivecpe.com
SUMMARY:Staying Ahead in 2025: Essential Insights for Navigating State and Local Tax Changes
DESCRIPTION:New sales tax regulations and compliance challenges are emerging for 2025—adding complexity to the advisory and support services that firms provide. As trusted advisors\, accounting firms play an essential role in helping your clients prepare to comply with the regulations and also bringing awareness to the power of the advanced tax technologies that enhance compliance and minimize audit risk.  \n\n\n\nIn this webinar\, tax practitioners and technologists will dive into the latest developments in sales and use tax legislation and highlight how litigation is shaping the way businesses operate. You’ll learn how accounting firms are using automation and tax analytics to simplify compliance\, streamline processes\, and provide invaluable business insights that benefit their clients.   \n\n\n\nLearning objectives: \n\n\n\nRecall how tax analytics and advisory services are providing deeper business insights for clients.  \n\n\n\nRecognize post-election emerging regulatory changes expected to impact businesses in 2025.   \n\n\n\nIdentify trends in audit and enforcement to help reduce clients’ risks.    \n\n\n\nDistinguish the variety of ways automation and tax technology are enabling more strategic sales and use tax strategies. 
URL:https://www.freelivecpe.com/event/staying-ahead-in-2025-essential-insights-for-navigating-state-and-local-tax-changes/
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:20250115T140000
DTEND;TZID=America/New_York:20250115T150000
DTSTAMP:20260603T210432
CREATED:20250112T223658Z
LAST-MODIFIED:20250112T231621Z
UID:10008650-1736949600-1736953200@www.freelivecpe.com
SUMMARY:2025-Ready: The Future for Accounting Technology
DESCRIPTION:In this forward-looking session\, we’ll explore the emerging technologies and innovations poised to reshape the accounting landscape in 2025 and beyond. From AI and advanced automation to the proliferation of industry-specific top level domains\, discover how these advancements can streamline your workflows\, improve firm branding\, and drive growth. Hear from Randy Johnston\, CEO of Network Management Group\, and Chris Cromer\, Director of Operations at CPA.com as they break down the practical applications of these tools\, discuss key trends\, and offer actionable strategies to help your firm stay competitive and client-focused. Don’t miss this opportunity to prepare your firm to thrive in the next era of accounting technology. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nCost: Free  CPE Credits: 1.0 hourSubject Area: Business Management & OrganizationCourse Level: Basic Instructional Method Group Internet Based Prerequisites: None Advanced Preparation: None  \n\n\n\nLocation: Online \n\n\n\n*The 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\nWebinar replays are not CPE eligible.  \n\n\n\nCPA.com\, 1345 Avenue of the Americas\, 27th Floor\, New York\, NY 10105
URL:https://www.freelivecpe.com/event/2025-ready-the-future-for-accounting-technology/
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:20250114T150000
DTEND;TZID=America/New_York:20250114T160000
DTSTAMP:20260603T210432
CREATED:20250112T223941Z
LAST-MODIFIED:20250112T231459Z
UID:10008651-1736866800-1736870400@www.freelivecpe.com
SUMMARY:Beyond Bill Pay: The Power of Payment Choice for Your SMB Clients
DESCRIPTION:This webinar is a rebroadcast and offers 1 complimentary CPE credit. \n\n\n\nPayment options for your clients go way beyond credit card\, check or ACH in modern day. With so many different ways to pay\, you are uniquely positioned as their trusted advisor and outsourced accounting partner\, to help clients understand the options available to them and optimize how they pay vendors. Financial operations tools like BILL give firms and their clients various ways to fund and disburse payments based on their cash flow\, vendor requirements\, and payment timelines.  \n\n\n\nThis webinar will discuss how firms can bring the conversation around payment choice and optimization to their client advisory services (CAS) clients.  \n\n\n\nLearning objectives:   \n\n\n\n\nUnderstand the difference between funding a payment and disbursing a payment using a modern financial operations platform. \n\n\n\nIdentify the different types of funding methods and disbursement rails available to change the speed\, associated cost\, and impact to cash flow of a payment. \n\n\n\nDistinguish best practices for using an integrated financial operations platform to achieve higher efficiency and client satisfaction through payment precision. \n\n\n\n\nSpeakers \n\n\n\nKim Blascoe\, CPASr. DirectorCAS Professional ServicesCPA.comAlex HartzellSenior Account Executive\,StrategicBILLRichard Corn\, CPADirector of Product ManagementAccountant ChannelsBILL\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/beyond-bill-pay-the-power-of-payment-choice-for-your-smb-clients/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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