Self-Study Video

Fireside Chat with Jason Staats: Building Community Online (Self Study Video)

1 Credits: Business Management & Organization


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Fireside Chat with Jason Staats: Building Community Online (Self Study Video)

Self-Study Video
Course Level
CPE Credits

1 Credits: Business Management & Organization

Course Description

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

Jason Staats will be discussing his success in business, the power of social media, and finding new opportunities alongside accounting. We’ll explore his previous life as an accounting firm owner, the power he has found in online communities, and the business of influence in small accounting firms.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • Identify key elements to evolve your practice into a new age of accounting firms
  • Explain how to take advantage of technology and social media to expand your business
  • Recognize the power of community within the accounting world and how to harness it to better your clients’ experience and scale your company.
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Course Specifics

Course ID
Revision Date
January 18, 2024


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Jason Staats, CPA has run a $5M accounting firm, built a successful SAAS company, sold a startup, and grown a thriving creatorpreneur business. In 2020, Jason began producing video content from his garage. Now he runs a YouTube channel for accounting firm owners and has produced commercials for companies like LinkedIn and Zapier. He also runs Realize, an online community for accounting firm owners. When he isn’t tweeting, producing or writing, he’s spending time with his wife and three young kids.