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.

Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences.

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:

• Pervasive best practices for effective communication
• Specific strategies for written materials
• Unique considerations for verbal presentations
• The importance of recursive revision
• Tips for success
• Pitfalls to avoid

Who will benefit:

CPAs in public practice, members in industry, and other professionals who want to enhance their communication skills.

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

Today's savvy executives use LinkedIn to accelerate hiring, as well as, to promote employee retention and engagement. This interactive session is for the financial executive who is actively growing and nurturing a team or company and wants to leverage LinkedIn, which is the best digital resource available.

Join us for this powerful webinar and unlock the full potential of LinkedIn as your HR secret weapon for recruiting top talent, retaining your best employees, and elevating overall team engagement.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn.
• Best practices for organically attracting candidates to your company and team.
• Strategic talent networking opportunities.
• Essential considerations of employee advocacy and brand building using LinkedIn.
• Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies.

Who will benefit:

Executives, leaders, hiring managers, and employees who are assisting with the hiring process.

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

Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations.

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:

• How do I optimize cash flow?
• Qualitative Evaluations – Core Earnings & Sustainable Growth
• Quantitative Evaluations – Liquidity Ratios
• Increasing Customer Base vs. Payment Terms
• Business Cycle & Cash
• Investing Company Cash
• What keeps companies from becoming streamlined?
• Behavioral Finance Biases
• Information Processing Biases
• Emotional Biases
• Dealing with Behavioral Biases

Who will benefit:

CPAs in management roles who are looking to improve their company's cash flow.

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

Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs.

Key Takeaways:

Understand the fundamental principles of AI and its applications in marketing.

Learn how to leverage AI tools and technologies to enhance your marketing campaigns.

Discover practical strategies for integrating AI into your firm's marketing workflow.

Gain insights into measuring the effectiveness of your AI-driven marketing efforts.

Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies.

By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes, and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing

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:

• Module 1: Introduction to AI in Marketing
  •    The Basics of AI – Concepts and Terminology
    
• Module 2: Leveraging AI Tools and Technologies

  •    Overview of AI Tools for Marketing

• Module 3: Practical Strategies for AI Integration

  •    Integrating AI into Your Marketing Workflow

• Module 4: Measuring AI-Driven Marketing Effectiveness

  •    Key Metrics for Assessing AI-Driven Campaigns

• Module 5: Real-Life Case Studies and Success Stories

  •    Case Studies of Firms Successfully Using AI in Marketing

• Module 6: Developing Your AI-Enabled Marketing Strategy

Who will benefit:

Marketing Leads for Accounting Firms and Accounting Firm Mangement/Owners

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

Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals.

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:

• Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.
• The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.
• Coordinating risk management efforts, including the required involvement of corporate governance.
• How to embed risk management into day-to-day accounting and finance activities.

Who will benefit:

Anyone interested in risk management.

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

In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, an ambitious small business owner, or an individual contributor aspiring to influence greater change. You'll gain the insights and tools needed to not only adapt to change but to lead it effectively and confidently.

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:

• The urgency of leading change now & the steps in leading change
• The power of crafting a vision that encourages buy-in
• The art and science of building strong partnerships
• Accelerating change through relationship networks
• Communication strategies for change
• Establishing a feedback culture for successful change
• Managing self in times of change
• Case studies and real-world scenarios

Who will benefit:

CFOs, CPAs, solo practitioners, staff, policy makers, executives, legal representatives, and others interested in leading change better.

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

Elevate your advisory services to new heights with our comprehensive CAAS Online Workshop Series.

Over two dynamic days in June, 2025, you'll delve into the strategies and tools that will empower you to enhance your advisory capabilities. Confidently step into Client Advisory and Accounting Services (CAAS) or elevate your existing CAAS offerings? This event is perfect for accountants and managers in public accounting firms who want to build or enhance their CAAS capabilities and leverage new tools and frameworks to deliver real value to clients. Whether you're a seasoned professional or just starting out, this workshop series is designed to provide you with actionable skills and confidence to transform your advisory practice.

Join us and take the first step towards mastering advisory excellence! Don't miss this opportunity to master advisory excellence-register now and take the first step towards a brighter future for your advisory services!

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

Day 1: 

Tues., June 17, 2025

10:00am ET – 4:00pm ET

6 CPE

Day 1 of this CAAS online workshop will feature three sessions that will help attendees communicate, scope, market, price, and sell CAAS to prospects and customers. One session will focus on marketing and communications, another will focus on accounting, and the third will focus on CAAS from a finance perspective.

Day 2:

Wed., June 18, 2025

10:00am ET – 3:00pm ET

4 CPE

Day 2 of this CAAS online workshop will feature two sessions that will help attendees communicate and deliver CAAS to prospects and customers. One session will focus on an accounting perspective and the other session will focus on CAAS from a marketing and communications perspective. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. 

Who will benefit:

Professionals looking to start a Client Advisory and Accounting Service.

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

CFOs, controllers, and finance managers often play a key role in driving value within an organization. You'll explore best practices tailored to help enhance your impact within your organization. Additionally, you'll gain insight into economic trends that can affect your business and technological tools that can increase efficacy and efficiency. Topics covered include strategic planning, talent management, cash management, and sustainability. The knowledge and skills you learn will help you add value to your business and contribute to the success of your organization. 

Learning Objectives:

• Analyze economic trends and their effect on business operations and strategy. 

• Identify advancements in management accounting to drive strategic decision making and operational efficiency. 

• Use information technology solutions to optimize financial processes. 

• Identify techniques to optimize working capital management and manage financial risks. 

• Determine ways to foster a culture of continuous improvement and operational excellence. 

• Apply sustainable business practices to support long-term value creation.

Who will benefit: CFOs, Controllers, and Finance Managers 

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.