Recorded Webinars and Documents

Past recordings of thoughtful and provocative webinars given by some of
the top industry leaders in the accounting profession.

You may require the GoToMeeting video codec to view the OnDemand videos. Click here to download.


101 Ways to Make 2017 Your Best Busy Season Ever

From the 2016 Expert Webinar Series, presented by: Rick Telberg
Join Rick Telberg, president and CEO of CPA Trendlines Research as he delivers a rapid-fire range of proven best practices, leading-edge innovative strategies, and the newest trending ideas to make more money, deliver amazing client service, and have more fun. CPA Trendlines Research is the leading independent source of actionable intelligence for data-driven decision-making by tax, accounting and finance professionals.
Click here for the handout .PDF file

Valuing Your Firm and Making It More Attractive to a Successor Firm or Firm Merging Up

From the 2016 Expert Webinar Series, presented by: Joel Sinkin
If you are considering growing by merging or acquiring a firm or you are closing in on reducing your time commitment to your firm within the next 6 years or less, this session is for you. We will get you a better understanding of whether it is a buyer’s or seller’s marketplace as well as when to start to plan your succession. We speak to how to choose the “right” partner to do a deal with and help you understand what will make your firm more attractive to merge with. It isn’t just about metrics. Lastly, we shall share tips on how to maximize client retention post-merger.
Click here for the handout .PDF file

Accounting Firm Tech and Management Trends

From the 2016 Expert Webinar Series, presented by: Brian Tankersley , CPA.CITP, CGMA
Hundreds of firms participated in the Third Annual Accounting Firm Operations and Technology Survey in 2015. The survey results provide a snapshot of current firm practices and technology trends in this survey of small, mid-sized, and large firms across the United States. Major areas covered include business practices, best growth practices, expense management, capital expenditures, application updates, file management, remote access, and technology spending. Participants will receive excerpts with key findings of the survey, and some insight into the raw data from the authors.
Upon completing this session, you should be able to:
  • Describe at least three major trends in accounting firm operations identified in the presentation.
  • List at least two ways to effectively increase revenue at an accounting firm, as well as two successful ways to decrease expenses.
  • Identify at least three ideas from the presentation which can help your firm be more profitable.
Click here for the handout .PDF file

How To Reduce Stress

From the 2016 Expert Webinar Series, presented by: Shrikumar Rao, PhD
We all have one thing in common: we have stress in our lives, and it comes from a variety of sources: Financial worries; relationship problems; professional setbacks; health concerns; a lack of time to do what we think needs to be done; fear and insecurity…the list goes on and on.
Join Dr. Rao as he shares his proven techniques and strategies to help us change our mindset and reduce - or even completely eliminate - the stress in our lives. He’ll show us the root cause of our stress: our attempt to control the universe to behave in a particular way. Ironically, once we stop trying to control the universe, our chance of reaching our desired outcome actually increases.
Click here for the handout .PDF file

Why (and how) To Market To Your Existing Clients

From the 2016 Expert Webinar Series, presented by: Div Bhansali, MBA
"Marketing" isn't just about reaching new prospects. In fact, for most firms, the greatest potential impact comes from marketing to the clients you already serve. Yet we tend to overlook the untapped value of our existing clients.
In this webinar, you'll learn:
  • specific reasons why marketing to your existing clients produces better ROI than marketing to new prospects
  • five retention marketing strategies that are both easy to execute and cost-effective for your firm.
These tactics are proven to boost client retention and revenue per client for accounting firms like yours.
Click here for the handout .PDF file

2016 Tech Update

From the 2016 Expert Webinar Series, presented by: Randy Johnston, MCS
There is more new technology to consider this year than almost any other year in the last decade. Hardware and software businesses are changing quickly, the Cloud impacts business decisions, mobile strategies are becoming more clear, and the Internet of Things is a game-changer on all fronts. In this keynote session, you will learn how to create a technology roadmap that helps improve organizational efficiency and avoid pitfalls.
Upon completing this session, you should be able to:
  • Identify fundamental and critical technology solutions;
  • Differentiate key technology categories;
  • List technology that can solve problems for you; and
  • Implement appropriate and current technologies using guidance from this session.
Click here for the handout .PDF file

Using Technology to Improve Relevancy

From the 2016 Expert Webinar Series, presented by: Erik Asgeirsson, MBA
The pace of technological change has been greater in the past decade than perhaps at any time in history. Firms can either be disrupted by this change or leverage it in a way that creates growth and new opportunity. In this webcast, Erik Asgeirsson, president and CEO of, will highlight ways technology allows the accounting profession to offer higher valued services and makes firms more relevant in the eyes of clients.
Click here for the handout .PDF file

Mindset Determines Growth

From the 2016 Expert Webinar Series, presented by: L. Gary Boomer, CPA.CITP
As Daniel Burrus stated is Flash Foresight, "Clients today don't know what they want because, the things they most want are things they don't yet know are possible. Give your clients the ability to do what they can't currently do, but would want, if they only knew it was possible."
Join us for this free webinar with L.Gary Boomer and discover how a change in your mindset can impact you and your firm’s ability to grow. During this webinar Gary will demonstrate how:
  • Disruption accelerates your thinking
  • Mindset accelerates growth
  • Together they can help attract quality clients and talent
During this webinar, Gary will also help you elevate your thinking and show you how to offer compliance and advisory services.
Click here for the handout .PDF file

Making More Money: It's Easier Than You Think

From the 2016 Expert Webinar Series, presented by: Dr. Chandra Bhansali
The first thing that comes to mind for making more money is to get new clients. But that’s actually the most challenging approach to take. Thanks to the cloud, there are now easier and more sustainable ways to boost your bottom line. In this webinar, you’ll learn how to use better technology and processes to:
  • Reduce your cost of operation
  • Generate more profits from the services you currently offer, and
  • Offer highly profitable additional services to your clients.
Thousands of accountants have already used these techniques to boost their bottom lines by as much as 35% or more - without adding clients or increasing their staff. Don't miss this opportunity to learn their secrets.
Click here for the handout .PDF file

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