The accounting profession is finding the growing demand from businesses to have a deep level of knowledge on a wide range of topics. This is 1 reason firms are finding success by selecting a vertical market, but that can be challenging. This session will cover key decision points to find the right fit for your firm.
When looking for professional services today people are looking for experts in the field. To be an accountant offering accounting services you need to develop verticals/ niches that you will serve to be that true expert and become the trusted business advisor to your clients. Review the selection process, tools to arm yourself with and how to expand in a vertical niche.
How will the Procurement Organization Evolve? what new capabilities will Emerge? and How will Procurement transform the work and the value it brings to an organization?
BI is all about making dry figures accessible & useful to the right audience within an Enterprise
Euthenics IT Services Pvt. Ltd.
306-B, Super Plaza, Sandesh Press Road, Bodakdev, Ahmedabad-380 054, Gujarat, INDIA
Tel: +91 (79) 26769094 & 40036094
Web: www.euthenicsit.com/ www.factisbi.com
This presentation gives a clear idea of how companies can improve the results in the collections life cycle including pre-collection process, collection process, collection agency, and legal by using CollectPro. CollectPro is built on Force.com. The solution is easy to use and easy to configure.
Digital Strategies To Accelerate Your CX Transformation in Financial ServicesExtractable
Many financial institutions want better methods to develop deep, meaningful relationships with customers. They struggle with common challenges to become digital and customer experience driven.
Learn how to turn your organization into a resilient, innovation-driven business. Gain insights for formulating short- and long-term strategies towards transformation into a proactive, digital, customer-focused organization.
When looking for professional services today people are looking for experts in the field. To be an accountant offering accounting services you need to develop verticals/ niches that you will serve to be that true expert and become the trusted business advisor to your clients. Review the selection process, tools to arm yourself with and how to expand in a vertical niche.
How will the Procurement Organization Evolve? what new capabilities will Emerge? and How will Procurement transform the work and the value it brings to an organization?
BI is all about making dry figures accessible & useful to the right audience within an Enterprise
Euthenics IT Services Pvt. Ltd.
306-B, Super Plaza, Sandesh Press Road, Bodakdev, Ahmedabad-380 054, Gujarat, INDIA
Tel: +91 (79) 26769094 & 40036094
Web: www.euthenicsit.com/ www.factisbi.com
This presentation gives a clear idea of how companies can improve the results in the collections life cycle including pre-collection process, collection process, collection agency, and legal by using CollectPro. CollectPro is built on Force.com. The solution is easy to use and easy to configure.
Digital Strategies To Accelerate Your CX Transformation in Financial ServicesExtractable
Many financial institutions want better methods to develop deep, meaningful relationships with customers. They struggle with common challenges to become digital and customer experience driven.
Learn how to turn your organization into a resilient, innovation-driven business. Gain insights for formulating short- and long-term strategies towards transformation into a proactive, digital, customer-focused organization.
Digital Transformation: How to Improve New Customer OnboardingBizagi
Organizations all industries face the imperative of driving profitable growth while improving customer services. There is also need to meet increasing regulatory compliance, especially for financial services organizations.
Download the presentation to hear how Alpha Card, a joint venture between American Express BNP Paribas providing card issuing and acquiring services, creates a consistent cross-brand customer experience, maximizes service productivity, and meets regulatory compliance. Darren Hart, CIO of Alpha Card will discuss how the company:
•Created a consistent customer experience
•Reduced customer acquisition cost and remediation
•Achieved regulatory compliance
About Alpha Card
Alpha Card was established in 1998 and is a joint venture between American Express and BNP Paribas Fortis. The Organisation has the exclusive license to issue cards and acquire merchants on the American Express Network in Belgium and Luxembourg
About Bizagi
Headquartered in the UK and with operations across North America, Europe and Latin America, Bizagi is a global leader in digital business platforms. With a global user community of over 650,000 process pioneers, Bizagi has helped over 500 enterprises in 50 countries to survive and thrive in the digital age. For more information, please visit www.bizagi.com
Watch the Video here: https://youtu.be/IdX1ax2TAzg
Often dubbed as the ‘change agents’ for an organisation, CIOs today are entrusted with the most important task of leveraging technology for a company’s success. Right technology implementation is the nub for accelerating the profitability of an organisation.
With the advent of digital transformation, CIOs are curating their technology roadmap and leaving no stone unturned to check the tech trends and ride on the latest technology bandwagon.
According to Gartner CIO agenda survey, about 51% CIOs are taking charge of innovation and 49% are heading digital transformation. Large scale digital transformations take 3-5 years on average to yield significant results.
Business expense automation is one of the most crucial areas of digital transformation. About 95% of companies have standardized processes, but still organizations are losing huge amount of money owing to frauds.
The need of the hour is one such solution that promises to provide a lot of benefits for minimal cost. At the same time, since the traditional methods have been working well for decades, why would businesses move away from such established systems and opt for automated expense management?
Creating a Digital DNA: An Interview with Joe Gross Head of Group Market Mana...Capgemini
Insurance giant Allianz is investing aggressively in digital initiatives in a sector not known for being digitally-savvy.
Capgemini Consulting interview Joe Gross, Head of Group Market Management at Allianz, who shares his views on why organizations should make digital part of their DNA.
Transformation to IT-as-a-Service (ITaaS)Ahmed Banafa
IT-as-a-Service (ITaaS) is a technology-delivery method that treats IT as a commodity, providing an enterprise with exactly the amount of hardware, software, and support that it needs .
This presentation will address key P2P trends within the overall Procurement landscape. Whether it is the buzz around robotic technology, digital transformation or IoT, understanding trends in P2P becomes more valuable when seen in a business context.
• Trends reinventing Procure-to-Pay in 2018
• Best practices defining vendor management, savings maximization, procurement and invoicing automation, catalog management and technological integrations
• How procurement leaders should interpret these trends in their business contexts
• How to plan and take action ahead of a procurement transformation
Companies that have set up ‘Global Business Services’
have significantly boosted their support functions
performance, optimizing the cost-quality trade off through
efficiency improvements and a clear shift towards a
strong and compelling value proposition to the business.
With this major transformation, Next Generation Shared
Services are well positioned to be considered full-fledged
partners of business operations, and not just providers of
services.
What Source-to-Pay Leaders Need to Know About Robotic Process Automation Zycus
Need more insights?
An On-Demand Webinar on the topic "What Source-to-Pay Leaders Need to Know About Robotic Process Automation?" can be accessed here: http://zyc.us/2Cf9ZNl
According to a Wall Street Journal survey of CPO's in 2017, the "deployment of automation and robotics within their function will steadily increase". Specifically, 50% of respondents said their procurement teams "make some use of these technologies" today, but expect usage to rise to 93% by 2025." Driving this transformation to a more streamlined procurement process utilizing innovations such as Robotic Process Automation or RPA is the need to free up humans from mundane and repetitive tasks so that we can focus on more strategic endeavors.
In this presentation, Procurement Insights' Jon Hansen will focus on answering the following three critical questions regarding the advent of RPA:
What is Robotic Process Automation?
How will RPA be used in the procurement process?
How will procurement benefit from RPA?
The pledge of Robotics Process Automation in the S2P Space
Impact on the Purchase to Pay process
Digital Transformation to enhance productivity and improve profitabilityHuiGuanGan
Total digital transformation to Industrial 4.0 and company wide cultural Transformation to become the most preferred low cost technological manufacturing site with an edge over the competition.
HCLT Brochure: Transformation of Transportation SystemsHCL Technologies
HCL brings to CIOs, a complete assessment framework and methodology to help transform their core operations systems. HCL’s comprehensive diagnostic toolkit, combined with pre-defined KPIs, helps CIOs benchmark the current state of operations, thereby providing a baseline and roadmap for moving on to a standardized, ‘global freight forwarding and transportation platform’ built on a scalable and flexible applications architecture.
Move from Business Intelligence to Advanced Analytics by Integrating IBM SPSS...Perficient, Inc.
Standard business intelligence reports and dashboards are effective tools to describe the state of your organization or department. However, there are many questions that these tools cannot address, such as:
Why is this happening?
How will my organization be impacted if these trends continue?
What will happen next?
How can we change the outcome of this situation?
Advanced analytics tools are necessary to accurately and quickly address these questions through statistical analysis, forecasting, predictive modeling and intelligent optimization. By integrating advanced analytics solutions with existing business intelligence platforms, your organization will be better positioned to extract actionable insight from your data to gain a true competitive advantage.
Learn how your organization can extend its business intelligence investments in IBM Cognos TM1 by integrating with IBM's leading advanced analytics platform, SPSS. We'll discuss the capabilities of TM1 and SPSS, integration methodologies and strategies, and demo an integrated analytics environment.
2021 ‧ Digital Economy Blueprint based on the latest research and opportunities for digital transformation during and after the crisis.
⤑ How can a business not depend on changes?
⤑ How can a business successfully make changes?
⤑ How can a business minimize risks?
Select, Specialize, Succeed: Marketing Your Vertical NicheCPA.com
This webinar discussed the benefits of focusing on a niche market and how to select a niche that best aligns with your firm’s expertise and mission. You will learn how to develop messaging to address industry-specific challenges. Marketing tips and strategies are shared to help you increase awareness of your firm and position your client accounting and advisory services.
Digital Transformation: How to Improve New Customer OnboardingBizagi
Organizations all industries face the imperative of driving profitable growth while improving customer services. There is also need to meet increasing regulatory compliance, especially for financial services organizations.
Download the presentation to hear how Alpha Card, a joint venture between American Express BNP Paribas providing card issuing and acquiring services, creates a consistent cross-brand customer experience, maximizes service productivity, and meets regulatory compliance. Darren Hart, CIO of Alpha Card will discuss how the company:
•Created a consistent customer experience
•Reduced customer acquisition cost and remediation
•Achieved regulatory compliance
About Alpha Card
Alpha Card was established in 1998 and is a joint venture between American Express and BNP Paribas Fortis. The Organisation has the exclusive license to issue cards and acquire merchants on the American Express Network in Belgium and Luxembourg
About Bizagi
Headquartered in the UK and with operations across North America, Europe and Latin America, Bizagi is a global leader in digital business platforms. With a global user community of over 650,000 process pioneers, Bizagi has helped over 500 enterprises in 50 countries to survive and thrive in the digital age. For more information, please visit www.bizagi.com
Watch the Video here: https://youtu.be/IdX1ax2TAzg
Often dubbed as the ‘change agents’ for an organisation, CIOs today are entrusted with the most important task of leveraging technology for a company’s success. Right technology implementation is the nub for accelerating the profitability of an organisation.
With the advent of digital transformation, CIOs are curating their technology roadmap and leaving no stone unturned to check the tech trends and ride on the latest technology bandwagon.
According to Gartner CIO agenda survey, about 51% CIOs are taking charge of innovation and 49% are heading digital transformation. Large scale digital transformations take 3-5 years on average to yield significant results.
Business expense automation is one of the most crucial areas of digital transformation. About 95% of companies have standardized processes, but still organizations are losing huge amount of money owing to frauds.
The need of the hour is one such solution that promises to provide a lot of benefits for minimal cost. At the same time, since the traditional methods have been working well for decades, why would businesses move away from such established systems and opt for automated expense management?
Creating a Digital DNA: An Interview with Joe Gross Head of Group Market Mana...Capgemini
Insurance giant Allianz is investing aggressively in digital initiatives in a sector not known for being digitally-savvy.
Capgemini Consulting interview Joe Gross, Head of Group Market Management at Allianz, who shares his views on why organizations should make digital part of their DNA.
Transformation to IT-as-a-Service (ITaaS)Ahmed Banafa
IT-as-a-Service (ITaaS) is a technology-delivery method that treats IT as a commodity, providing an enterprise with exactly the amount of hardware, software, and support that it needs .
This presentation will address key P2P trends within the overall Procurement landscape. Whether it is the buzz around robotic technology, digital transformation or IoT, understanding trends in P2P becomes more valuable when seen in a business context.
• Trends reinventing Procure-to-Pay in 2018
• Best practices defining vendor management, savings maximization, procurement and invoicing automation, catalog management and technological integrations
• How procurement leaders should interpret these trends in their business contexts
• How to plan and take action ahead of a procurement transformation
Companies that have set up ‘Global Business Services’
have significantly boosted their support functions
performance, optimizing the cost-quality trade off through
efficiency improvements and a clear shift towards a
strong and compelling value proposition to the business.
With this major transformation, Next Generation Shared
Services are well positioned to be considered full-fledged
partners of business operations, and not just providers of
services.
What Source-to-Pay Leaders Need to Know About Robotic Process Automation Zycus
Need more insights?
An On-Demand Webinar on the topic "What Source-to-Pay Leaders Need to Know About Robotic Process Automation?" can be accessed here: http://zyc.us/2Cf9ZNl
According to a Wall Street Journal survey of CPO's in 2017, the "deployment of automation and robotics within their function will steadily increase". Specifically, 50% of respondents said their procurement teams "make some use of these technologies" today, but expect usage to rise to 93% by 2025." Driving this transformation to a more streamlined procurement process utilizing innovations such as Robotic Process Automation or RPA is the need to free up humans from mundane and repetitive tasks so that we can focus on more strategic endeavors.
In this presentation, Procurement Insights' Jon Hansen will focus on answering the following three critical questions regarding the advent of RPA:
What is Robotic Process Automation?
How will RPA be used in the procurement process?
How will procurement benefit from RPA?
The pledge of Robotics Process Automation in the S2P Space
Impact on the Purchase to Pay process
Digital Transformation to enhance productivity and improve profitabilityHuiGuanGan
Total digital transformation to Industrial 4.0 and company wide cultural Transformation to become the most preferred low cost technological manufacturing site with an edge over the competition.
HCLT Brochure: Transformation of Transportation SystemsHCL Technologies
HCL brings to CIOs, a complete assessment framework and methodology to help transform their core operations systems. HCL’s comprehensive diagnostic toolkit, combined with pre-defined KPIs, helps CIOs benchmark the current state of operations, thereby providing a baseline and roadmap for moving on to a standardized, ‘global freight forwarding and transportation platform’ built on a scalable and flexible applications architecture.
Move from Business Intelligence to Advanced Analytics by Integrating IBM SPSS...Perficient, Inc.
Standard business intelligence reports and dashboards are effective tools to describe the state of your organization or department. However, there are many questions that these tools cannot address, such as:
Why is this happening?
How will my organization be impacted if these trends continue?
What will happen next?
How can we change the outcome of this situation?
Advanced analytics tools are necessary to accurately and quickly address these questions through statistical analysis, forecasting, predictive modeling and intelligent optimization. By integrating advanced analytics solutions with existing business intelligence platforms, your organization will be better positioned to extract actionable insight from your data to gain a true competitive advantage.
Learn how your organization can extend its business intelligence investments in IBM Cognos TM1 by integrating with IBM's leading advanced analytics platform, SPSS. We'll discuss the capabilities of TM1 and SPSS, integration methodologies and strategies, and demo an integrated analytics environment.
2021 ‧ Digital Economy Blueprint based on the latest research and opportunities for digital transformation during and after the crisis.
⤑ How can a business not depend on changes?
⤑ How can a business successfully make changes?
⤑ How can a business minimize risks?
Select, Specialize, Succeed: Marketing Your Vertical NicheCPA.com
This webinar discussed the benefits of focusing on a niche market and how to select a niche that best aligns with your firm’s expertise and mission. You will learn how to develop messaging to address industry-specific challenges. Marketing tips and strategies are shared to help you increase awareness of your firm and position your client accounting and advisory services.
SmartERP Webinar
Did you know that approximately 55% of work activities can be automated using Robotic Process Automation (RPA) technology? Automating business processes in Finance is now considered a business imperative. RPA enables organizations to power people and automates business operations by leveraging this game-changing technology.
RPA has become one of the most popular choices for improving operational efficiency with tactical automation. 59% of Finance & Accounting leaders believe RPA will make their business more competitive over the next two years.
In this webinar, you will learn how to:
How to utilize RPA to transform your organization
Fix broken manual processes
Integrate RPA with your Finance applications
Easily scale large and often changing logic systems
Perform a vast array of key essential tasks; quickly and precisely
Use RPA with AI, to augment tasks that need human intelligence
Benefits:
Increase productivity across your organization
Enables cost reduction for your organization
Improve your accuracy and increase efficiency
Enhances your customer’s experience
Change Your Mindset: The Key to Growing Your Accounting PracticeAggregage
In the accounting profession, the post-COVID business model is surely on everyone's minds. Unmistakably, the way to forge ahead will look different than in years past. The biggest mistake that a majority of companies are making in regard to growth is holding onto old conventions, paradigms, and practices.
Whether re-integrating back to in-office life or staying digitally connected through remote work, the first step in determining how to spur growth comes with reevaluating your company's willingness to change mindset.
Join David Bergstein, Chief Innovation Officer at Bergstein CPA, as he shares insight on the accounting landscape, new trends, and practical tips for reevaluating your company's positionality.
This session will cover:
• What it means to challenge tradition and change your company mindset
• How to make sure you are set up to be as productive and efficient as possible
• Best practices for choosing the tools you will utilize
• Methods to measure and track your success so you can watch yourself improve!
...and more! Everyone who attends will walk away with the knowledge of what to do to be successful in the "New Normal."
Want to make creating tickets, entering time and adding notes easier? Autotask's new Incoming Email Processing service is the tool you need. Not only can customer emails be parsed neatly and automatically into tickets, it integrates email communications into your day-to-day workflow, improves response times, increases customer satisfaction, and automatically captures ticket updates, task and time entries. This session shows you how you can increase efficiency and communication with the correct configuration of this powerful, new tool.
[Presenter: Guido Frank, Autotask]
DMC: Use Microsoft SharePoint Technology You Already Own to Operate Efficient...DMC, Inc.
www.dmcinfo.com/sharepoint - This is the slide deck DMC presented at the Alliance for Illinois Manufacturing Executive Lunch Briefing on March 4, 2010.
Polymita is a world leading Software Company specialized in Business Process Management. We allow companies to identify the key processes that add value to a company and then optimize them providing operational excellence, agile business cycles and accountabiliy on the activities.
Digital Marketing Playbook - How to create scalable, predictable revenueSeth Hauben
Having spent the last 4 years setting and executing a successful digital marketing strategy at a high growth software company, I was asked to present my thoughts on Digital Marketing to a local Venture Capital group. The attached slides are what I presented, they outline the steps needed to implement a successful digital marketing strategy.
CPA.com CEO, Erik Asgeirsson, will provide his annual update on the state of today’s digital firm. Specifically, Asgeirsson will share his perspective on what firms need to do in order to remain relevant in the coming year. He will also provide insight on the key innovations he sees occurring across the different practice areas from new business models, to advances in regulation, to growth strategies driving success. Aligning with this year’s conference theme, Asgeirsson will also introduce ways that firms can truly take the lead while transforming into a Digital CPA.
Using Pardot and Communities: Marketing with Partner and Dealer NetworksMatt Dillon
If you sell through a dealer or partner network, you know the importance of supporting those channels with resources and insights needed to win more deals and keep customers coming back for more. However, this proves challenging without a mechanism to share data and provide seamless access to product experts and marketing libraries.
Enter Salesforce Partner Communities. Partner Communities integrate with your existing Salesforce org, giving partners unprecedented ability to collaborate on deals in a secure environment. What’s more, through the common thread of Salesforce, you can use Partner Communities and Pardot as powerful tools to gain insights needed to find, win and keep customers.
Join Matt Dillon, Co-Founder of Nuvem Consulting, as he shares valuable information on how to leverage these technologies to grow your business.
Using Pardot and Communities: Marketing with Partner and Dealer Networks Stephanie Gaughen
If you sell through a dealer or partner network, you know the importance of supporting those channels with resources and insights needed to win more deals and keep customers coming back for more. However, this proves challenging without a mechanism to share data and provide seamless access to product experts and marketing libraries.
Enter Salesforce Partner Communities. Partner Communities integrate with your existing Salesforce org, giving partners unprecedented ability to collaborate on deals in a secure environment. What’s more, through the common thread of Salesforce, you can use Partner Communities and Pardot as powerful tools to gain insights needed to find, win and keep customers.
Join Matt Dillon, Co-Founder of Nuvem Consulting, as he shares valuable information on how to leverage these technologies to grow your business.
John O’Leary, nationally bestselling author of “On Fire: The 7 Choices to Ignite a Radically Inspired Life,” will be speaking on these choices at this year’s Digital CPA Conference. In this webcast he and John Engels, leadership coach with over 30 years experience, will join Erik Asgeirsson, CEO of CPA.com, to discuss the importance of owning your successes, failures and leadership. Get tips on stopping a culture of blaming and finger pointing, and build a culture of accountability. Everyone plays a role in the effectiveness of their team and firm. Use this 1 hour webcast as short firm retreat and open the dialog among colleagues.
Staying Relevant…it's top of mind for every CPA and managing partner today. Will technology disrupt my practice? How do I move from compliance expert to strategic advisor? These are questions practitioners struggle with every day. Erik Asgeirsson, President and CEO of CPA.com, the technology subsidiary of the AICPA, will provide insights and observations on today’s digital landscape, including disruptive and transformative technologies driving change in audit, tax and client accounting services and what firms across the country are doing to stay relevant.
Anticipating the future is hard. But in today’s fast paced world it’s more critical than ever. And there are techniques available that can help you mitigate innovation risk and be more effective at strategic planning. Daniel Burrus, one of the world’s leading futurists on trends and innovation and NY Times bestselling author, uses his success and expertise to teach others how to build their competency of anticipation.
In this session, Erik Asgeirsson, CEO of CPA.com, and Daniel Burrus will discuss:
The hard trends report gathered from firms at DCPA 2016
What this means for firms
How to capitalize on the opportunities created by these trends.
Get unstuck from analysis paralysis, and gain tools and inspiration to facilitate your firm’s growth with certainty!
Dr. Geoffrey Moore studied the accounting profession and revealed 3 mega trends that were driving significant change in the profession and broke down the 4 stages firms are going through as they transform. Sometimes we need to revisit the core principles as we prepare for a change to ensure the objectives are set and vision is clear. In this session, we will review the core principles of “Harness the Power of the Cloud”. Review the lessons we can learn and focus on what matters most.
The cloud is truly transforming the CPA client relationship. Perhaps nowhere is this more evident than in the area of financial reporting and advisory services. In this webinar we will explore this more closely from both the perspective of the practitioner as well as a leading accounting technology provider.
Join Erik Asgeirsson, president and CEO of CPA.com, Marc Linden, CPA, CFO of Intacct, and Marcus Wagner, CPA, CEO of AcctTwo Shared Services, as they discuss the following:
How today’s accounting solutions are driving agility and improving advisory capabilities
Strategies for increasing firm relevance
Trends in modern day cloud financials
Will Your Firm Thrive or Just Survive? The Critical Competency for Today’s Pr...CPA.com
Today, the world of professional education, and accordingly the accounting profession, is migrating toward a competencies-based learning approach. But what are the most critical competencies for practitioners and firms to thrive in today’s ever changing, fast paced business environment?
Most of us wish we had the prowess for predicting future trends, but others have tried and true competencies in this area. Daniel Burrus is one of the world’s leading technology forecasters and innovation experts and the featured keynoter speaker at this year’s DCPA16. He is globally recognized for his exceptional 30+ year record of accurately predicting how technological, social, and business forces converge to create untapped opportunities.
Join CPA.com president and CEO, Erik Asgeirsson as he discusses the critical Anticipatory competency with Daniel Burrus, Horne LLP CEO Joey Havens and the CEO of the Maryland Association of CPAs, Tom Hood. This webinar will cover:
· The difference between hard trends and soft trends
· Why it is important to identify trend types
· Use cases of how these skills are being used in the profession
If you are like most firms you’ve designed your service offerings around accounting, tax, audit,
litigation support, etc. – the traditional accounting and tax firm services and then organized your
firm to serve clients of all business types and industries as long as they fit under the service
offerings. Learn why this model may no longer be appropriate to serve today’s business clients.
Review case studies of firms that have made the change to a vertical focus first and then aligned
their service offerings to meet the needs of a vertical niche.
Sales and Use Tax: What your Firm Needs to KnowCPA.com
One of the fastest growing niche areas for firms is Sales and Use Tax client advisory services. It’s an area that is increasingly complex for businesses to understand and comply with. It impacts businesses large and small. Audits can be time consuming and costly. The rules are fluid and the target keeps moving. It’s not a question of if there will be additional change but rather how. Will it come through legislation? Will it come through the courts? Clients turn to their trusted professionals when it comes to navigating complexity. Are you current on what you need to know?
Please join Erik Asgeirsson, president and CEO of CPA.com, Andrew Johnson, CPA, and Vishal Thakkar as they discuss:
What you need to know in regards to recent sales and use tax updates
The basic principles of nexus, and the implications surrounding it
The sales tax ramifications of selling online, and how to get a sense of your clients’ activity
Learn about the steps to build a sales and use tax practice
CPA.com and Confirmation.com are bringing private company financial information exchange into the 21st century with their new financial clearinghouse solution, RIVIO. The platform validates CPA Firms, and ensures that unaltered financial documents are delivered to key financial stakeholders (CPA Firms, Lenders/Investors, and Private Businesses). This document provides an overview to the RIVIO Clearinghouse, the New Benchmark in financial document exchange.
Uncover outsourced accounting opportunities during tax seasonCPA.com
During this webinar, we discuss how to work closely with your tax team to ask the right questions and identify new areas of opportunity for client accounting and advisory services. We also share ways for you to position and market these services.
Ring in the New Year and join the experts on hot technical updates to be prepared for a thriving BPO (business process outsourcing) practices in 2016! As we are aware, this business line is growing and maturing in accounting firms nationwide which leads to questions on best practices and the need for insights on changing regulations. Erik Asgeirsson and a panel of standard setters will share their insights and expertise on the following technical updates:
1. SSARS 21 effective date has now arrived!
• We will discuss how to best position modern day preparation services
• We will share best practices for SSARS21 legend implementation
• We will review how to setup these new legends in various cloud based accounting programs
2. ACA (Affordable Care Act) compliance for 2016
• We will review what firms need to know for 2016 filings
3. Becoming an Anticipatory CPA
• Learn more about a program coming to help you gauge hard and soft trends for more confident future planning
Being a Digital CPA is above and beyond the use of technology; it is about a mindset and employing technology to the point of transforming the way you interact with clients, staff and your overall business model. Are you simply using hardware and software or are you a true Digital CPA?
We hear a lot about growing business which tend to lead to thoughts of adding services to existing clients, increasing rates, finding new clients, etc. Now factor in the impact of templosion, what is your strategy for a relevant and growing practice? When we think of growth and being future ready you should pause to reevaluate your growth strategies. In this webcast we will cover tactics to consider when growing a future ready CPA firm through a focus on innovation, being responsive to technology change, involving various team members and more.
Overcoming roadblocks in creating a next generation accounting practiceCPA.com
Growing a leading client accounting services practice doesn’t happen overnight– it requires a well-structured business plan, highly motivated staff, best-of-breed technology solutions, and a client-centric focus.
As you embark on building an efficient practice that leverages innovative technologies and services, you may encounter some obstacles – from firm leadership and staff, as well as clients. Join us for a webinar where we will discuss how to overcome common roadblocks to achieve success.
The future ready cpa are you ready for the challenge - PICPA Leadership Con...CPA.com
Increasing complexity in the future will continue to challenge individual CPAs, their firms and
their clients. CPA.com has partnered with the Institute for Global Futures in an effort to understand
the current state of the profession relative to being “future ready”. Come and learn how
to better anticipate change and adapt faster. Better preparedness to meet the challenges of the
future is critical to tomorrow’s success.
AccountantsWorld Expert Series - Building a bridge to cpa firm of the futureCPA.com
What does the power of smart business mean for CPAs and their clients? In this era of change for the profession, digital transformation, globalization and other forces in play, this is one of the most challenging and exciting times to pursue a career as an accountant. Erik Asgeirsson, president and CEO of CPA.com, will discuss aspects of the changing technology landscape, the challenge of staying relevant and the great opportunities that lie ahead for those who embrace technology and specialization.
2 Emerging Categories for Trusted Business: ACA & SALTCPA.com
The Affordable Care Act (ACA) and tax reform and state & local taxes (SALT), are topics under constant public and governmental scrutiny. Multiple regulatory updates and changing political landscapes add to their ongoing and evolving complexities.
As a CPA and a Trusted Business Advisor, take this opportunity to explore if and how this fits into client advisory services of today and learn many of the latest updates. During the webcast, we’ll cover some of the must-know regulatory changes and how you can translate the knowledge into strategies to discuss with your clients.
You’ll gain:
Deeper insights into the ACA and SALT
Essential client advisory talking points
Practitioner-focused resources
Creating vertical depth in a horizontal firmCPA.com
If you are like most firms you’ve designed your service offerings around accounting, tax, audit, litigation support, etc. – the traditional accounting and tax firm services and then organized your firm to serve clients of all business types and industries as long as they fit under the service offerings. In this session, learn why this model may no longer be appropriate to serve today’s business clients. We will review case studies of firms that have made the change to a vertical focus first and then aligned their service offerings to meet the needs of a vertical niche to match the needs of today’s business owner.
Todays client accounting services: new names for the same service?CPA.com
The pendulum is swinging back on the value of client accounting services to firms and clients in this digital age. Cloud based technology and more tech savvy clients has moved these traditional services from a compliance oriented business to an advisory and consultative service line for firms. In this session you will discuss the spectrum of accounting offerings today, how to effectively communicate the value and think about the driving forces to set the course for your firm.
With the end in mind choosing the right solutionsCPA.com
You need to re-examine your processes and look for improvements, but where do you start? One strategy is to redesign your workflow and find the right solutions to build it, but if you don't what is possible, where do you get that insight and what if what you want doesn't exist? In this session, we discuss this balance between re-imagining your workflow in your office and finding solutions that will help you get there.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
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Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
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Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
Kseniya Leshchenko: Shared development support service model as the way to ma...Lviv Startup Club
Kseniya Leshchenko: Shared development support service model as the way to make small projects with small budgets profitable for the company (UA)
Kyiv PMDay 2024 Summer
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Youtube – https://www.youtube.com/startuplviv
FB – https://www.facebook.com/pmdayconference
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Vertical nicheil final
1. Selecting Vertical Markets for a
Digital Firm
Thomas R. Gawne, CPA, Director of Professional
Services, CPA.com
2. Thomas Gawne,
CPA, Director, CPA.com
Director of Professional Services
28 years in the tax and accounting technology
sector
Speaker, Facilitator, Consultant
3. Your Title Goes Here
Transforming how firms deliver Client Accounting Services as
they transition their practices to be more efficient and productive
by leveraging innovative new technologies and services.
Empowering CPA’s and businesses for the digital age
AICPA & CPA.com
8. Wikipedia
vertical market (plural vertical markets)
1.(marketing) A market made up of similar businesses
and customers with particular specialized needs.
2.A vertical market is a market in which vendors
(Accounting Professionals) offer goods and services
specific to an industry, trade, profession, or other
group of customers with specialized needs.
11. Why Target Market Focus?
Clients aggregate into market segments
Communities with shared interests
Self-organized around industry, geography, & profession
Who talk to each other before making buying decisions
Two lessons from Marketing 101
Cost-effective growth is impossible without target market focus
Tipping point dynamics accelerate your success
Target marketing success factors
Participate in the segment’s relationship network
Develop domain expertise relevant to the segment
Over-deliver to create strong reference accounts
Encourage word-of-mouth referrals
12. More Specialization = More Value!
Medical Practices
Orthopedic clinics
Pediatricians
Chiropractors
Construction
Electrical Companies
Plumbing Companies
Non-Profit
401(c3)
401(c6)
401(c7)
13. Service Opportunities Grow
HR/Staffing decisions
Software consultation
Business expansion decisions
Business analytics/comparisons
Insurance decisions
Deeper more impactful client relationships!
14. Digital CPA
Client Accounting Services
Virtual
Controllership
Collaborative
Advisory Services –
Virtual CFO
Write-Up
Business Process
Outsourcing
Advisory
Transactional
Specialize in Client Industry Verticals
Healthcare
Not-For-Profit
Technology
Professional Services
Property Management
Government Contractors
Retail
Franchises
16. It Starts with Why
Golden Circle:
“Start with Why”
Critical to Firm Success
Source: Simon Sinek
17. Vertical Selection – The “Why” Fit
Passion, Mission – the “why”
What is your firm most passionate about?
Tie in to Firm or Personal “Mission”
18. Existing Expertise Fit
Is there already expertise in this vertical?
Do you have existing clients in this vertical?
Untapped expertise within your firm?
19. Market Assessment Fit
Big enough to matter
Small enough to lead
Marketplace penetration
Room for growth?
Can we make money at it?
Need overall market analysis
20. Client Needs Assessment
What is the key information they need for success?
Develop “core” then expand down to key KPI’s
Attain a deep knowledge of client best practices
Periodicals
Trade Associations
Web Chat, Blogs, etc.
24. Tools
Key Principles
All Digital, all in the cloud
Designed for timely “prospective” insight
Collaborative
25. Tools – Core Elements
A/P – Bill Pay
A/R – POS
Payroll
Inventory Control
Accounting – G/L
Document
Management
Tax System
Other Industry Specific
Bill.com
Industry Specific
Paychex
Industry Specific
Intacct
Sharefile, Box, etc.
CCH, Thomson, Etc.
As needed
Signature Functions Applications
26. Tools – Workflow Effects
Digital Core
Transaction
Capture
Information &
Insight
Delivered
Prospectively
Intelligent,
Timely
Business
Decisions
Made
27. Tools - Collaboration
Video Conferencing – Skype, Zoom, etc.
Web Conferencing – WebEx, GoToMeeting, etc.
Social Media – LinkedIn groups, Twitter feeds
30. Expansion – Within Existing
Vertical
On going
services
Additional
need
identified
Services
scope
expanded
31. Expansion - Parallel Verticals
Review “like” parallel verticals for need & process
Dentists vs. Optometrists
Differing types of Restaurants
Auto Repair vs. Body Shops
32. Expansion – New Startups
Create new start-ups among different verticals
Template appropriate process steps
33. Concluding Thoughts
Selection key concepts
Tools of the vertical trade
Expansion past that first vertical
Make it happen!
35. Reference Material
“Start with Why” by Simon Sinek
Ted talk “The Golden Circle” video
“The Power of Real Time Financial Data & Analytics
to Penetrate the Restaurant Niche Market”
A case study whitepaper by Dixie McCurley of Trusted
CFO Solutions available at CPA.com
“Leveraging the Cloud to Start or Grow a Vertical
Niche Practice”
A Whitepaper by C. Keith Willis CPA.CITP, Cohen &
Company available at CPA.com
Available at www.CPA.com
A subsidiary of the AICPA formed in 2001
We are the exclusive marketing and technology arm for AICPA products and services.
CPA2Biz mission is to support firms nationwide with:
Web-based tools, Programs, Resources
Our ecosystem
We are thrilled with the state of each one of platform programs
When you look at these partnerships – it is the case of one plus one equaling three.
We are delivering more value together than we would separately.
Ask audience familiarity w/ Sinek and Golden Circle. If not familiar click “It starts w/ Why” to go to Ted talk video. Roughly 4.5 minutes in (Stop at "this is the best part.")
Graphic links to Sinek video about electricity being a commodity – need to decide where to cut it off.
Discussion: 3-5 questions: “So often you hear from practitioners what they deliver to clients, but its not as often that you hear WHY” When my colleagues have done this exercise in the past, they have said that their why is to make a profit, but that is the result.”
“How often is that “WHY” being communicated to your staff, to your clients?”
Leah and Tom: Share the personal why,