This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget. These areas include:
1. Social media 2. Content development. 3. Email marketing. 4. Text (SMS) marketing. 5. Chatbots and other interactive AI tools. 6. Drip marketing campaigns. Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.
• Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.
• Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.
• Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!
• Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.
• Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!
  

Who will benefit:

Firm leaders and marketing specialists working in accounting firms.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Position your business for success with effective risk management (bold)

Future of finance and other research continues to validate data points that risk management and planning are core skillsets that organizations need to fine-tune for business resilience. Research shows that a comprehensive risk management strategy best positions companies for success.

This webcast provides a framework of a variety of prominent risks which, if on your radar, will help you plan for those which could impact your business in unpredictable ways. 

Learning Objectives:

· Recognize a variety of trends that have the potential to expose businesses to risk

· Identify the impact these trends may have on critical risks facing your business

· Recall important topics and conversations to be discussed regarding these key risks as they relate to your business

Who will benefit:

CFOs, controllers, and VPs of finance, risk management

professionals and CPA/CGMA business advisers

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING PORTAL. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

Tune in to OSCPA's Town Hall Series where you'll get the lowdown on today's hottest topics, late-breaking regulatory news and information on OSCPA initiatives that are shaping the profession. Hosted by OSCPA President & CEO Scott D. Wiley, CAE, the Town Hall Series also features guest speakers who will share their insights and perspective on the emerging issues that need to be on your radar. Get interactive as we offer up quick polls to gauge your thoughts on the content presented. You'll also have a chance to weigh in during a Q&A session at the close of each Town Hall. And you'll earn 1 credit of complimentary CPE for each Town Hall you attend. Members tell us it's the best investment of 60 minutes.

The work for clients is not as linear as it used to be with the inclusion of more advisory services, more cross functional teams, and due dates moving. Quality client engagements are not just about a solid workflow, we need project management skills. In this session we will discuss how to apply project management techniques to designing a one firm, team approach to serving clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

• Clarification between workflow and project management and the use of each
• Leveraging the project charter to establish consistency and collaboration across teams for a quality client experience

Who will benefit:

Partners, directors, managers, and supervisors.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

**Strategies for small firm success**

Small Firms Issues sessions spotlight the most pressing issues facing practitioners today.

Each session focuses on one or two key areas, exploring:

- Their impact on the practice

- What firms are doing to address them

- Offering practical guidance for implementation within your firm

These webcasts are ideal for small firm owners seeking insights into the latest challenges and effective solutions for success.

This is the companion webcast to the Small Firms Update webcast series. Learn more about the series:
https:
//www.aicpa-cima.com/cpe-learning/webcast/small-firm-update

View the full webcast schedule for both free and paid Small Firm webcasts here:
https:
//us.aicpa.org/interestareas/peerreview/cpeandevents

Learning Objectives:

· Recognize trends affecting CPAs.

· Identify challenges and opportunities that practitioners face.

· Recall best practices.

Who will benefit:

· CPAs and CGMA designation holders

· PA firm professionals

· Human resources personnel

· Accounting and finance professionals

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING PORTAL. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

You may know people who believe, "Good is never good enough." They are sharp, driven, push themselves, have lofty standards, and may focus on the negative. They wear themselves out and others as well. Could they be a perfectionist? Perhaps we have some of these tendencies. We will discuss perfectionists from several perspectives and how to harness their skills to enhance results. Perfectionism is a mindset, not a disease. Based on research and proven methods, we will review tactics that may help perfectionists learn how to transform their behaviors. If you know at least one perfectionist, this session will significantly help you and them.

• Why perfection is not obtainable.
• The wonderful attributes of perfectionists and...
• The not so wonderful attributes of perfectionists.
• Why most attempts to deal with perfectionists fail.
• Why many perfectionists are procrastinators and masters of self-punishment.
• Tactics to help the perfectionist become more effective.

Who will benefit:

Any professional interested in those with perfectionistic tendencies. Corporate Financial Leaders, CEOs, CFOs, Controllers, CPAs, Board members, Business owners, entrepreneurs and professionals interested in understanding others and themselves.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff?

• Dealing with people
  • Dealing with people issues the right way
• Conflict management issues
• How to truly empower your employees
• Organizational culture and how to be a part of positive change
• What are some of the 'other' employee issues that go unsaid
• What does work/life balance mean today
  • What do employees want and care about now
  • What are their priorities

Who will benefit:

Managers who want to optimize the effectiveness of their staff. Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, CPAs, Controllers, Accountants, Board members, advisors, and Consultants. Business owners, entrepreneurs, and professionals.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Social media - it's a buzzword, but is it beneficial for your firm's brand? And more importantly, your bottom line? This course focuses on the latter and takes a deep dive into which social media platforms are best for accounting firm lead generation, recruitment, client retention and more. Attendees will take away a practical framework and actionable tactics for integrating social media into your firm's overall marketing and communications strategy to help you grow your revenue without having to spend hours on social media or even be on it personally if you don't wish to! This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.

• An overview of the key social media platforms that accounting firms should consider as part of their overall social media strategy.
• Current trends in lead generation using social platforms.
• Specific tactics for social media as part of your ongoing marketing, recruitment, and new business development efforts.

Who will benefit:

Firm leaders and marketing/business development professionals.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. The five areas to improve your communication that will be presented are:

• Listening
• Writing
• Understanding your audience
• Virtual communication
• Non-verbal Communication

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

With governments worldwide pushing the automotive industry towards electric vehicles (EVs), there might be an EV in your future or for your corporate fleet. Today, some vehicles are all gas, all electric or hybrid. How much do EVs cost to purchase, maintain and charge? Most EV owners charge at home but need public charging when venturing beyond their vehicle's range. Not all EVs can use every public charger and various charger types recharge at different speeds. This session will simplify the issues and tell you what you'll want to know if there is an EV in your future. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

• Understand how gas, electric and hybrid vehicles differ
• Vehicle types
• Know the costs to purchase, maintain, and charge electric vehicles
• Anticipate start-up costs for charging an EV at your business or home
• Understand charger types and when to use or install each one
• Overcoming "range anxiety"

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.