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Accounting & Audit

Three Back-to-Back CPE Webcasts on June 14: Tax Best Practices, Digital Transformation, and Innovation in the Profession

Each free session is a stand-alone CPE event worth one hour of credit, and attendees can participate in one, two or all three live events. Separate registration is required for each free session. Multiple persons participating from the same office ...

webcast

CPA Practice Advisor will host three free, one-hour, CPE webcasts for CPAs on Tuesday, June 14, 2022, with sessions starting at 11am, noon, and 1pm EDT. Each free session is a stand-alone CPE event worth one hour of credit, and attendees can participate in one, two or all three live events. Separate registration is required for each free session.

Multiple persons participating from the same office/computer can all earn CPE credit for attending the CPE sessions. The events will be moderated by editor-in-chief Gail Perry, CPA, and will cover a variety of issues facing professionals and firms.

Session 1: Best Practices from Busy Season: 11am EDT, June 14

https://event.webcasts.com/starthere.jsp?ei=1551629&tp_key=203ce5d2cd

In the first session, Lean Six Sigma black belt Mark McAndrew and CPA Erin Leicke will discuss what innovative firms did this past tax season to overcome staffing challenges and over-deliver for their clients. Mark and Erin will dig into how firms implemented processes and leveraged technology to survive another turbulent tax season. The session will cover:

  • Best practices that highly successful firms followed during busy season
  • Actions your firm can take to proactively handle the increasing complexity of tax season
  • Steps to adopting a more profitable advisory mindset, and the technology that can help

Session 2: Plan for Success: Digital Transformation in Your Firm: Noon EDT, June 14

https://event.webcasts.com/starthere.jsp?ei=1551734&tp_key=fc92a820a1

Over the last two years, we’ve seen firms adapt in remarkable ways. But as the profession has embraced new tools, they have been encouraged firms to look further – not just at the demands of today, but at the possibilities of tomorrow. During this session, we will explore important questions about how technology is changing strategic decisions within firms. We’ll look far beyond remote work capabilities to consider what the future holds for firms who are adapting their processes around technology, including:

  • Aligning your processes and culture around the latest technologies
  • Using integration and data to address staffing challenges and meet client demands
  • Leveraging emerging tech like blockchain for faster, higher-quality audits

Session 3: What Does Innovation Mean for the Industry, and for Your Business? 1pm EDT, June 14

After any time of great change, there’s always a whiplash effect, where people try to return to the previous norm. But with the tremendous changes and advances made in the last two years, firms that look to maintain the status quo, rather than innovate, will be left behind. Innovation should be part of every firm’s culture, but how do you encourage innovation in an industry famous for SALY? This session will cover:

  • Why innovation should be part of your firm’s culture
  • How other companies innovate successfully, and how firms can learn from them
  • Steps you and your firm can take to become more innovative, starting today

Moderator Gail Perry is a CPA and editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. She is a graduate of Indiana University where she earned a bachelor’s degree in journalism, after which she studied accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

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These CPE webcast sessions are sponsored by Wolters Kluwer. CPA Practice Advisor 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 Sponsor.