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

Brian Swanson

Jean Caragher

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

Sponsor: ADP


Erron Stark

Sean Duncan

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

Sponsor: Avalara


Ray Bigley - Vice President Business & Corporate Development, Alvara

Rachel LeMieux

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

Sponsor: Intuit

Jackie Meyers

Marty McCutchen

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

Sponsor: Xero

Tate Henshaw

Amanda Aguillard

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

Sponsor: Sage


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.

2019 Sponsors - More sponsors to come!
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CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/