Ashley Francis, CPA

Webcast - 1 Credits - Taxes

Brian Streig, CPA, Josh Youngblood, EA, CTRS, NTPI

Webcast - 1 Credits - Personnel/Human Resources

This course was recorded live at the 2023 New Money Summit.

This one-hour course provides a focused overview on supporting LGBTQ inclusion in the accounting and tax profession. Aimed at professionals in this field, the session will cover key aspects of understanding and supporting LGBTQ colleagues and clients. The course begins with an introduction to LGBTQ terminology and the unique challenges this community faces professionally. It then offers practical strategies for creating an inclusive workplace, emphasizing effective communication and understanding legal rights. A brief period is allocated for interactive discussion to enhance the learning experience.

Nicole Davis, CPA, MBA

Webcast - 1 Credits - Management Services

This course was recorded live at the 2023 New Money Summit.

Step into the world of “Brand Brilliance” where personal branding moves beyond theory to an art form. This session is your guide to developing a dazzling personal brand that echoes your unique professional story. Learn the art of expressing your individual strengths and values with poise and clarity, making you stand out in any professional setting. Dive into strategies for amplifying your brand on digital platforms, creating an impactful and lasting impression. Ideal for professionals eager to transform their brand into a beacon of excellence and influence.

Orumé Hays, CPA, CGMA, MST, Ashley Francis, CPA, Illyasha Peete

Webcast - 1 Credits - Personnel/Human Resources

This course was recorded live at the 2023 New Money Summit.

In today’s rapidly evolving business landscape, diversity has become a crucial element in the success of any organization, including the field of CPAs. This course aims to explore the significance of diversity and its impact on the CPA profession.

Alicyn McLeod, CPA, CFP, Jeremiah B. Pagano, Esq., LL.M., CEPA, PC, Cecily VM Welch, CPA, PFS, CFP

Webcast - 1 Credits - Business Management & Organization

This course was recorded live at the 2023 New Money Summit.

Looking for ways to create high-value, high-fee relationships? Make your work less seasonal? Or maybe you’re a personal finance junkie? Financial planning could be your next step. Join a diverse panel of tax and accounting professionals for a candid and encouraging conversation. Learn from those who’ve navigated different routes to incorporate financial planning into their firms.

Kelly Phillips Erb, J.D., LL.M, Orumé Hays, CPA, CGMA, MST, Logan Graf, CPA

Webcast - 1 Credits - Management Services

This course was recorded live at the 2023 New Money Summit.

Kelly Erb will be joined in conversation by Orumé Agbeyegbe Hays and Logan Graf to discuss taking your professional profile to the next level. They’ll share insights for developing new professional projects related to your field of expertise—things like speaking, writing, education, video content creation, and more. You’ll not only learn how to elevate your profile, but how to use that to create new opportunities with clients, customers, and yourself.

Nicole Davis, CPA, MBA, Kelly Phillips Erb, J.D., LL.M, Sabrina P. Cook, CPA

Webcast - 1 Credits - Personal Development

This course was recorded live at the 2023 New Money Summit.

Join our dynamic and inspiring panel of working moms as they share their stories, insights, and strategies for balancing career and motherhood. Gain valuable advice, practical tips, and a supportive community in this empowering course designed to help you thrive both personally and professionally.