Join us for a complimentary series of TED talks that will kick off our 2022 Annual Beach Retreat! Our Future Ready Learning lab is led by those leading the exponential trends shift. Whether you want to learn more or are actively pursuing technology or business changes, this session is sure to be a great resource.
Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.
Presenter: Brandon Roth
A 2018 study by Goldman Sachs Equity Research found that American businesses are spending upwards of $510B per year to ‘pay the bills’. The primary reason they uncovered is that 70% of these businesses still make payments with paper checks and manual processes. This half-trillion dollars of wasted money can be potential revenue for firms ready to help their clients automate these tedious tasks, remove bottlenecks, save on cost, and more! Join bill pay expert, Brandon Roth, as he demonstrates the value of bill pay automation and the impact it can have on your firm and clients.
Presenter: Kelly Mann
AuditMiner helps CPA firms automate and streamline their Employee Benefit Plan audit process. Currently, the EBP Industry struggles with cost, quality, and capacity. By standardizing recordkeeper audit packages, producing EBP audit work papers, selecting testing samples, and providing testing procedures, AuditMiner saves 10-20 hours on each EBP audit engagement.
Presenter: Lisa Beaver
Are you still doing manual data entry? If so, what could you do instead? You’ll see how to say goodbye to manual data entry with AutoEntry. AutoEntry allows you to go paperless since everything is stored in the cloud, integrates with multiple accounting solutions and allows for document fetching from different 3rd party providers such as PayPal.
Presenter: Nadia Rodriguez
Tax planning and advisory services are an important extension of tax compliance services. Learn about the industry insights that will help you benchmark planning and advisory services against your peers in the tax professional community.
Presenter: Steven Berry
There’s a lot to think about when your own firm. While you may be doing many things right, there are common mistakes many firms make that can put them behind the eight ball. In this session, we’ll walk through 8 mistakes many accounting firms make, and explain how to avoid them. Whether you’re in the process of starting your firm or you’ve been in business for many years, this session will be highly informational for all accounting professionals.