Ensuring Success 2019: The Empowerment Edition
How to Be a Better YOU in 2020
Sessions subject to change. Please check back for additional details.
Session 1 - 9:00 A.M. - 10:00 A.M. EST:
Be a Better Small Business Advisor: Implementing Marketing Skills to Expand Your Business
Sponsor: CHASE ink
How do you go about acquiring additional business? Do you add to your client/customer base; do you sell more and/or different products and services; do you add value to and thus charge more for existing products and services? All of these types of changes require marketing efforts. In this session we will explore a variety of tools and resources you can use to expand your own business and to help your clients expand their businesses as well.
Session 2 - 10:00 A.M. - 11:00 A.M. EST:
Be a Better Payroll Advisor: The Future of On Demand Pay
In the very near future, on demand pay will be front and center. Learn how you can help your clients prepare for the next generations. It goes beyond how the clients are being served in the payroll area to best solutions to meet their employees' expectations.
Session 3 - 11:00 A.M. - 12:00 P.M. EST:
Be a Better Tax Advisor: Solving Real World Sales and Use Tax Issues
Ray Bigley - Vice President Business & Corporate Development, Alvara
When and where are services taxable? How do you know if clients are selling across state lines? Which sales are exempt? How do states collect use tax? What's the best way to stay on top of sales/use tax law changes? How can we make sales/use tax a profit center in your firm? These are just a few of the questions we'll answer as we delve into the sales and use tax issues that are most likely to impact you and your clients.
Session 4 - 12:00 P.M. - 1:00 P.M. EST:
Be a Better Income Tax Advisor: Tax Planning Tips You Need to Know
Session 5 - 1:00 P.M. - 2:00 P.M. EST:
Be a Better Firm Management Advisor
Session 6 - 2:00 P.M. - 3:00 P.M. EST:
Be a Better Technology Advisor: How to Use Technology to Be a Better Advisor
Concepts like real-time accounting, cloud collaboration, video conferencing, customer relationship management, management dashboards, and so much more provide accountants with the ability to help clients make decisions proactively. By using technology to customize solutions for clients, accountants are taking on new roles of being a necessary part of their clients’ businesses. In this session we’ll show you how you can use technology to be the advisor your clients need to make their businesses a success.
Session 7 - 3:00 P.M. - 4:00 P.M. EST:
Be a Better Accounting/Auditing Advisor
Session 8 - 4:00 P.M. - 5:00 P.M. EST:
Be a Better Personal Financial Advisor
Session 9 - 5:00 P.M. - 6:00 P.M. EST:
Be a Better Data Management Advisor
Session 10 - 6:00 P.M. - 7:00 P.M. EST:
Be a Better Advisor: Asking Effective Questions
Ed Kless - Senior Director, Sage Accountants Solutions
In this session we will address advisory behaviors that can improve your stickiness with clients and ability to market services to both new and existing clients as you move to more of an advisory practice. You will leave this session with the tools you have the right conversations with your clients.
Brought to you by CPA Practice Advisor, the members of the accounting software ecosystem, the advisors and consultants to the accounting profession, and the accountants who are reaching beyond the walls of their firms to provide a better future for our profession.