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Please join us for the 2020 edition of MACPA’s Learning Labs, a complimentary series of TED-talk style presentations led by those at the cutting edge of the exponential trends shifts happening across the accounting profession.
The current economic situation is forcing unprecedented change on the business world, with major implications on everything from strategic planning to day-to-day workflow and logistics. MACPA’s Learning Labs bring you insider knowledge to help you get ahead of the game. Our Preferred Providers will present their expert insight with MACPA members’ needs in mind, lending perspective that gives you practical, meaningful takeaways to help you improve your business and your practice right now.
Please join us for the 2020 edition of MACPA’s Learning Labs, a complimentary series of TED-talk style presentations led by those at the cutting edge of the exponential trends shifts happening across the accounting profession. Don’t miss the 2nd part of these presentations on Aug. 4th!
The current economic situation is forcing unprecedented change on the business world, with major implications on everything from strategic planning to day-to-day workflow and logistics. MACPA’s Learning Labs bring you insider knowledge to help you get ahead of the game. Our Preferred Providers will present their expert insight with MACPA members’ needs in mind, lending perspective that gives you practical, meaningful takeaways to help you improve your business and your practice right now.
Presentation list:
DATA AND TECHNOLOGY READINESS: Overview of Workflow Technologies – Speaker: Mark McAndrew, Vice President of Consulting Services at XCM
During this time of unprecedented change, many business are looking for strategies to maintain high productivity levels and address new business challenges as they continue to adapt to a remote reality. Listen to an overview of how workflow technologies can help you overcome these disruptive challenges, and increase productivity.
Automation – The Potential Benefits to the Accountant – Speaker: Orlando Hammonds of Sage
In this learning lab, we will explore automation and its effects on the accountant. Join us to explore the benefits of leveraging automation to minimize inefficient manual tasks. What is AI? Benefits of AI in the Accounting sector? How does AI affect the work of an Accountant? Risks of not automating?
5 Insights into Business Recovery and Reformation – Speaker: Laura Jansen, Sales Executive at ADP
The way organizations work has changed. While some trends were emerging, like remote work and digital transformation of HR technology, the pandemic has accelerated the need of businesses to adapt and reform to keep pace with their competitors, consumers and the market. Join Laura Jansen, ADP Sales Executive for the Maryland Midmarket, as she discusses five critical insights, leveraging unique research and data, on hard-hitting topics across business continuity, digital migration, navigating compliance and activating a workforce in flux.
The Era of Intelligent Accounting – Speaker: Todd Robinson, Head of Strategic Accounts at vic.ai
The Era of Intelligent of Accounting represents the next big shift in accounting and auditing by leveraging AI and automation. As digital transformation becomes a greater priority due to remote work, how can AI and machine learning help firms make their workflows and staff more efficient and deliver higher-value services to clients? Learn how your firm can embrace this new era head-on.
Tap Into Innovation – Your Firm’s Longevity Secret – Speaker: Will Hill of Thomson Reuters
We know the hard trends, they are coming, the only way to be confident with your anticipatory steps is to have a stake in innovation. Whether it is innovating in technology or services or process, your firm needs to establish your approach to innovation. During this time Will Hill from Thomson Reuters will share concepts for approaching innovation so you are in a state of preparedness through whatever change comes your way – and as importantly, comes the way of your clients.
Emerge from the Covid-19 crisis stronger than ever – Speaker: Dr. Chandra Bhansali of AccountantsWorld
Now that we are past the peak of the Covid-19 crisis, it’s time to look ahead. You can emerge stronger than ever – if you take it as a wake-up call to reinvent your practice.
After seeing how you have helped them, your clients have a deeper appreciation for your importance to their businesses. That opens the door to showing them how much more they can benefit by permanently working more closely with you.
It’s all about making your firm more relevant. If you have the drive to do better, then you can easily grow your profits by 20% or more while you help your clients’ businesses survive and thrive.
Technology Needs an Accountant’s Heart – Speakers: Tate Henshaw, National Xero Ambassador, Project Manager at Polay Clark & Co and Michael Soby, Account Manager, Mid-Atlantic at Xero
AI is at the heart of tomorrow’s accounting workflows. And yet, AI itself lacks the very heart that is needed to harness its power. That is because accountants can proactively manage AI capabilities and best allocate the findings, trends, and opportunities to create value for their clients. Learn how tech-forward firms adapt to and thrive on the ever-changing technology curve.
A Distributed, More Virtual CPA Firm and A&A Practice: Transform Your PCR Practice in 30 Days – Speaker: Brian Siet, CPA, Associate Director at CPA.com
Are accuracy, speed, and efficiency competing priorities at your firm? When it comes to preparation, compilations, and reviews, more often accuracy trumps speed and efficiency. Does this sound familiar? Speed and efficiency don’t have to suffer – OnPoint PCR can help.
OnPoint PCR combines the strength of AICPA guided methodology with the power of CaseWare Cloud to deliver a solution that modernizes your workflow with a comprehensive trial balance and automated report and letter drafting. During the webinar, we will provide new resources on becoming A Distributed, More Virtual CPA Firm and A&A Practice, for example: A&A Business Continuity in 2020, Client Interaction, Staff and Team Engagement, Tech Resources and offers, Transitioning to a Distributed CPA Firm: Educational Videos
Please join us for the 2020 edition of MACPA’s Learning Labs, a complimentary series of TED-talk style presentations led by those at the cutting edge of the exponential trends shifts happening across the accounting profession. Don’t miss the first portion of these offerings on July 28th!
The current economic situation is forcing unprecedented change on the business world, with major implications on everything from strategic planning to day-to-day workflow and logistics. MACPA’s Learning Labs bring you insider knowledge to help you get ahead of the game. Our Preferred Providers will present their expert insight with MACPA members’ needs in mind, lending perspective that gives you practical, meaningful takeaways to help you improve your business and your practice right now.
Presentation list:
Have you been wondering, what the heck are data models and why do I have to know about them? Well look no further! During this presentation we’ll be diving into the subject of data models, and how CPA’s can work with this information in a relatable and understandable way- using fashion analogies!
Finance Automation in a Digitally Transforming World – Liz Armbruester, SVP, Global Compliance Operations at Avalara
The pace of digital transformation has sped up during this time of COVID 19. Avalara’s Liz Armbruester shares her expert view on how businesses of any size can harness automation with a winning result. Know your goals, and limitations | Small projects for big wins | Build your plan for desired outcome
How to Reinvent Yourself for the AI-Driven World – Speaker: Jasen Stine of Intuit
In this 12-minute talk, Jasen Stine, tax and accounting education leader at Intuit®, will share three essential skills business leaders need to strengthen as we navigate through the current landscape of the AI-Driven world, where artificial intelligence technology is leading us into a 4th industrial revolution. These skills, strategic thinking, relationship management, and data-intelligent coaching, will determine your own personal success and impact you have on your clients lives.
Going virtual and future-proofing your firm – Speaker: Kalliopi Vlastos,U.S. General Manager at Receipt Bank
With the rise of COVID19, many SMBs and accounting firms have been forced to work remotely. This has led to more businesses than ever embracing technology and looking for ways to structure their company for a ‘remote-based’ future. Explore with us the 5 critical steps to transitioning your firm to a virtual environment.
Beyond Payments – Speaker: Amy Mann Director of Creative Services at CPACharge
In this Ted Talk-style presentation, Amy Mann, Director of Creative Services at CPACharge, explores how technology continues to reshape the way professional accounting firms like yours conduct business, and why a modern payment technology is crucial to providing an exceptional client experience today. She’ll look at how client expectations are shifting and explore the ways online payments can help you streamline your workflow and boost your cash flow.
How to Create a Culture of Wellness with a Remote Workforce – Speaker: Elizabeth Entin, Director of Health Strategies & Solutions at SIG
COVID-19 has changed a lot in our lives! Not only have we found ourselves working remotely, but we may be struggling with our health, both physically and mentally due to new demands and stressors. Liz Entin, Director of Health Strategies & Solutions at SIG, offers smart and simple ways to foster a culture of wellness at your organization with a remote workforce. Key takeaways of this talk include: proper messaging, offering support, boosting engagement & morale, and celebrating the small successes. Create a vision for wellness at your organization and make it a reality!
It’s not about AI, it’s about growing! – Speaker: John (JC) Colthart, SVP, Sales at Mindbridge
Artificial Intelligence. Augmented Intelligence. These terms that are being thrown around and in tools, software and everywhere in our lives aren’t a magic bullet solution. Accountants, Advisors and Auditors alike are all striving to grow their business. It may seem like a foregone conclusion that just ‘Adding AI’ will solve for growth and client retention. The reality is very different, and though using this technology will become expected, it still comes down to client value and innovation by your team.
Employment Practices: Even the Good Get Sued – Speaker: Robert Albertini, Sr. Account Manager at AON
Overview of employment related risks that CPA firms face today. The pandemic creates urgent issues that managers need to address daily.
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