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Self-Study CPE
ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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Free cpe webinars
Change as a Strategy: Building a Plan To Manage CAS Growth

CHANGE AS A STRATEGY: BUILDING A PLAN TO MANAGE CAS GROWTH

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Building a business that puts technology first presents an opportunity to change the shape of the firm landscape. It comes with substantial rewards including increased productivity, stronger client relationships, and staff satisfaction. But it also comes with its challenges when not implemented properly. Resistant staff and partial adoption could lead to a disorganized atmosphere, lower client satisfaction, and revenue loss. During this panel discussion, leading CAS experts will be discussing what change management is and why it's a critical piece for firm growth along with best practices and how to move forward through change.

Learning Objectives: 


  • Recognize the dos and don’ts for empowering change and leading your firm through evolution

  • Identify what change management is and how to build a plan for scalable growth

  • Recognize the communication and persuasion skills needed to effectively implement technology changes

  • Recall best practices and actionable items you can implement right away

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Amy Bridges

CPA.com
Professional Development Manager

(855) 855-5CPA

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Amy comes to CPA.com with more than a decade of classroom instructional experience, and an additional 15 years of work with software development, training, and consulting. These experiences have honed her instincts in curriculum design, process documentation, and adult learning.  Her expertise in assessment for the improvement of teaching and learning was sharpened in real-world practice, and now allows Amy to lead the evolution of the next phase of educational offerings CPA.com will bring to market. She is eager to help CPA.com expand their recognition as a provider of high-quality, best practice education for firm enablement and business development.  Amy holds a B.S. Mathematics with a minor in Math Education from Purdue University and an M.A. Education in Currculum and Instruction from the University of Indianapolis. 

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Lindsay Wheeler

BILL
Strategic Accounts Director

(650) 621-7700

Billcom

Bill.com, the leading digital business payments company with over 3M network members and moving more than $60B annually. Our award winning, payment management platform is used by 4 of the nation’s top 10 banks and 60% of the top 100 U.S. accounting firms.

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Matt Gardner

hiline
CEO and Co-Founder

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CPA on a mission to blow-up old-school perceptions of the accounting profession. Breaking the conventional and reimagining a more meaningful and fruitful career path for aspiring accountants. Obsessed with the customer experience and helping SMB founders/owners make better investment decisions around the finance function in their businesses. Father of the two coolest kids around. Lucky husband. Entrepreneur. Investor. Business builder. Golf-head. Music lover.  

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.

 

CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.