CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

All New and Current customers who purchase the Premium, Plus, or Core (Total Value Package) 2021 Federal Tax Update or the 2021 Federal and California Update will get the Tax Advisory Complement Bundle for free.

NOTE:

  • New Federal Tax Update customers will get an immediate email with a coupon code for the free course once their Tax Update purchase is complete.
  • Current Customers that purchased the Premium, Plus, or Core (Total Value Package) 2021 Federal Tax Update will get an email with a coupon code to get the Tax Advisory Complement Bundle for free.
Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Computer Software & Applications

Course Description

CPA firms are going through significant regulatory and technology changes. Do you want your firm to be transformed or to lag? What is the impact of the cloud, niche verticalization, software upgrades, and client demands on your team and the partners’ profitability? Are you ready to navigate the new generation software? This session will provide separate road maps outlining small and larger firm choices in technology. Attend this session to get an independent overview of the state of technology in the profession.

Major Subjects Covered
  • CPA firm centric hardware
  • Software changes
  • Technology options for your firm
  • Specific technologies to improve productivity and profitability
  • Strategic products to consider for implementation

Learning Objectives

Upon completing this session, you should be able to:

  • Select new technologies for your firm from a road map
  • List top niche markets
  • Differentiate between products that are ready to implement and those that need time
  • Create a transformative plan for your firm

Course Specifics

Course ID
WC12206995
Prerequisites

Fundamental understanding of CPA firm operations and technologies

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Brian F. Tankersley Headshot
K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)

Brian Tankersley, CPA, CITP, CGMA, is a consultant who advises firms and companies on accounting technology issues. Brian has made presentations in 46 of the 50 U.S. states, served as a guest speaker for many professional accounting organizations across Canada, and publishes a nationally recognized blog on accounting and technology. He has over 20 years of professional experience, including accounting, auditing, technology, and education. Cygnus Business Media recognized Brian as one of the “Top 25 Thought Leaders in Public Accounting Technology” for 2011–2014. He also received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs in 2009 and …

K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP) Read More »

Transforming Your CPA Firm

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00


Webcasts are available for viewing Monday – Saturday, 8am – 10pm ET.

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Computer Software & Applications

Course Description

CPA firms are going through significant regulatory and technology changes. Do you want your firm to be transformed or to lag? What is the impact of the cloud, niche verticalization, software upgrades, and client demands on your team and the partners’ profitability? Are you ready to navigate the new generation software? This session will provide separate road maps outlining small and larger firm choices in technology. Attend this session to get an independent overview of the state of technology in the profession.

Major Subjects Covered
  • CPA firm centric hardware
  • Software changes
  • Technology options for your firm
  • Specific technologies to improve productivity and profitability
  • Strategic products to consider for implementation

Learning Objectives

Upon completing this session, you should be able to:

  • Select new technologies for your firm from a road map
  • List top niche markets
  • Differentiate between products that are ready to implement and those that need time
  • Create a transformative plan for your firm

Course Specifics

Course ID
WC12206995
Prerequisites

Fundamental understanding of CPA firm operations and technologies

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Brian F. Tankersley Headshot
K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)

Brian Tankersley, CPA, CITP, CGMA, is a consultant who advises firms and companies on accounting technology issues. Brian has made presentations in 46 of the 50 U.S. states, served as a guest speaker for many professional accounting organizations across Canada, and publishes a nationally recognized blog on accounting and technology. He has over 20 years of professional experience, including accounting, auditing, technology, and education. Cygnus Business Media recognized Brian as one of the “Top 25 Thought Leaders in Public Accounting Technology” for 2011–2014. He also received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs in 2009 and …

K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP) Read More »

Transforming Your CPA Firm

CPE CREDITS
2 Credits: Computer Software & Applications

Webcasts are available for viewing Monday – Saturday, 8am – 10pm ET.

$125.00