Webinars

Mark your calendar and join us for these upcoming webinars from industry experts on the latest in accounting trends, best-practices and more.
Webinars
  • Topic

  • Role

  • Clear Filters
On-Demand Webinars
Webinar
Cybersecurity Checklist Essentials for Accounting Firms thumbnail
Cybersecurity Checklist Essentials for Accounting Firms

Join Roman Kepczyk, Director of Firm Technology Strategy, to learn the necessary components of an accounting firm’s security, including the latest on IRS legal requirements for information security and resources to reduce human error through education.

Webinar
The Best Automation Technologies to Implement in 2022 thumbnail
The Best Automation Technologies to Implement in 2022

Join CPA and Forbes Tech columnist Gene Marks for a fast-paced look at the best workflow automation software, hardware, platforms and services that will increase the productivity of your people, add profits and keep costs under control.

Webinar
How the Right Accounting Firm Tech Stack Transforms CAAS thumbnail
How the Right Accounting Firm Tech Stack Transforms CAAS

Get access to Roman Kepczyk’s playbook for implementing the right accounting tech stack and processes to guide your firm’s success with advisory services by watching our free, on-demand webinar, How the right accounting firm tech stack transforms CAAS.

Webinar
Optimal Equipment for Today’s Accounting Firm Tech Stack thumbnail
Optimal Equipment for Today’s Accounting Firm Tech Stack

Hear about the best equipment available to implement for your firm’s modern tech stack that will improve workflow processes, enhance efficiencies and ensure your firm is working at peak performance, by watching our free, on-demand webinar, Optimal equipment for today’s accounting firm tech stack, led by Roman Kepczyk, CPA.CITP, CGMA, PAFM.

Webinar
How Lean Processes Transform Today’s CPA firms thumbnail
How Lean Processes Transform Today’s CPA firms

Learn how to apply lean principles to transform the way your firm does business by watching our free, on-demand webinar, How lean processes transform today’s CPA firms, led by Roman Kepczyk, CPA.CITP, CGMA, PAFM.

Webinar
How to Host your Tax Season 2022 Debrief thumbnail
How to Host your Tax Season 2022 Debrief

Learn how to make the most of your tax season debrief sessions by watching our free, on-demand webinar, How to host your Tax Season 2022 debrief, led by Roman Kepczyk, CPA.CITP, CGMA, PAFM.

Webinar
Outsourcing the New Labor Pool thumbnail
Outsourcing the New Labor Pool

Gene Marks shares strategies to maximize the use of outsourced resources in the current labor market.

Webinar
Solve the Workforce Challenge: Attracting and Retaining Top Talent thumbnail
Solve the Workforce Challenge: Attracting and Retaining Top Talent

Gene Marks shares tactics and strategies for solving the workforce challenge of 2022: Attracting and retaining top talent in a competitive landscape.

Webinar
Navigating Small Business Challenges in a Higher-Priced World thumbnail
Navigating Small Business Challenges in a Higher-Priced World

Get Gene Marks’ advice on overcoming the challenges of rising business expenses and supply chain issues currently plaguing small business owners.

Have questions? We are here to help.

Give us a call at 888-210-0237.

Want to hear from us?

Join our mailing list and get all of the latest news delivered straight to your inbox.