Educational Webinars
Growing Your Advisory Services and Recurring Revenue Stream with Spend Management Solutions
May 18 @ 2 p.m. ET: This webinar will explore the tools and processes you can use to grow your advisory services and a recurring revenue stream with spend management tactics and tools. You’ll learn how to create a successful spend management service. Read more
Marketing to Real Estate & Legal Professionals: Understanding Their Unique Needs & How to Get Their Attention
June 17 @ 12 p.m. ET: This webinar will provide an overview of the market pressures these businesses are facing, define how these businesses operate, examine their unique characteristics, and provide practical strategies to gain them as clients. Read more
Last Minute Tax Updates & Challenges
March 25 @ 12 p.m. ET: This program will address the tax topics and liabilities requiring practitioner awareness involving foreign reporting requirements, charitable donations of property, elections and their impact on the business and more. Read more
Minimizing change management while modernizing your payables process
July 15 @ 2 p.m. ET: The purpose of change management is to achieve the desired goal while mitigating disruption. We will explore the best methods for approaching change within a business during this webinar and how to structure a plan for success. Read more
Manual Payables Damages Business Visibility
April 20 @ 2 p.m. ET: This webinar will cover the processes and procedures which will lead to increased automation and visibility of business payables. Create a self-regulating system by creating a flexible and agile approach to A/P. Read more
Every Company Has A Story, Learn How Path Helps You Tell Yours
May 4 @ 4 p.m. ET: Join Mike Milan as he walks you through Path by Simplex and explains how Path can help you connect, collaborate & grow through your company's data story. Path allows you to take control of your data and use it the way you want to. Read more
How to Eat an Elephant in 6 Simple Calculations: Assessing Your Client's Financial Health
March 9 @ 4 p.m. ET: When you first have a conversation with your client, you need to understand where they are starting from. These 6 calculations will tell you everything you need to know about your client’s business and financial health. Read more
Landy Webinar | You Are the Preparer– Not Your Software [CPE]
Feb. 17 @ 1 p.m. ET: This program will discuss the use of tax compliance software and planning tools in tax prep services, address more common technical or substantive tax issues and identify the common reasons accountants are sued. Read more
Key Trends & Changes In Cloud Security
Feb. 23 @ 2 p.m. ET: In this session, Garrett Wagner, CPA, CITP will explore the key trends that are evolving in the cloud environment to offer expert insights to help firms in developing and implementing key security practices for their clients. Read more
