Educational Webinars

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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

Educational Webinars

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

Educational Webinars

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

Educational Webinars

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

Educational Webinars

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

Educational Webinars

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

Educational Webinars

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

Educational Webinars