Videos are On Demand only. CPE will not be awarded.
If you were onsite in Boston for the AI Unchained Conference and are looking for your CPE credits, they were distributed on Oct. 4 from: firstname.lastname@example.org. If you haven't received anything in your inbox, please check your spam folder for your CPE certificate. Still not finding anything? Please reach out to email@example.com for assistance. If you attended the virtual sessions offered by CPA Academy, please reach out to them.
Deb Defer & David Bergstein
TECHNOLOGY: A DAY IN THE LIFE OF A FIRM
Technology, it's a beast, but we need it to make our work day manageable. Join the technology workshop to learn the connectivity of technology solutions that can simplify tasks for your bookkeeper, and ultimately bring time savings and efficiencies across your organization.
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GOING DARWIN: HOW SELF-EVOLUTION IS THE KEY TO FUTURE SUCCESS
Technology is transforming our profession. Machines can now do the foundational things upon which our profession was built, and they can do them faster and more accurately than we can. How do we stay relevant in a world like this? The answer lies in mastering the things the machines CAN’T do. That means embracing a new mindset, a new skillset, and a new toolset that will make us not only future-ready, but future-proof.
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SCALING UP CAS ACCOUNTING SERVICES WITH AUTOMATION
In this session, Elizabeth Manso, CEO of Brigade, a full-service client accounting services firm, shares her insights and best practices for leveraging AI while still creating a winning culture of team engagement. Elizabeth’s own plan to go fully remote and scale her firm was enacted prior to the pandemic and it serves as a proven roadmap for any firm looking to adapt to the changes shaping the future of CAS. This interactive session will prepare your firm to build a solid framework for creating their own virtual and hybrid staffing model to support the realities of today’s diverse remote workforce.
Jenny Blackwell, Travis Cherry, & Brian Emposimato
ARTIFICIAL / AUGMENTED INTELLIGENCE IN PRACTICE AT BOTKEEPER
The buzzwords “Artificial Intelligence” (AI) and “Machine Learning” (ML) are tossed around liberally these days in every industry. Accounting is no exception. Delve into how AI & ML can impact the bookkeeping space without the gory technical details. Understand what AI models are, how they are created and trained, what role does human intuition play in developing them and why despite all the data we have, the models still make mistakes. At Botkeeper, we believe knowledge is power and we would love to arm you with the information to make YOU more efficient.
SELECTING NEW SERVICES FOR THE GROWING CAS TECH STACK IN ACCOUNTING FIRMS
CAS practices in the early stages are often recommended to stick to the few core services they can manage well. But as the client base grows, so does the demand for new services. Those demands often include the expansion of sales tax compliance as part of the monthly engagement. Join Avalara as they share their experiences in deciding to offer CAS services, planning their CAS services model, choosing appropriate technology, and introducing CAS services to their clients.
Angelina DeLago & Brian Emposimato
UNLEASH THE BOTS! STREAMLINE YOUR FIRM WITH BOTKEEPER AND REAP THE REWARDS
Botkeeper drives workflow efficiency in your CAS practice. Attend this session to see how best to take advantage of all the time-saving features of the Botkeeper Platform. Get a first-hand look at the automation available in the platform, and walk through best practices to ensure your firm and clients are optimized to drive efficiency. If you love tips, tricks and best practices, this is a can’t-miss session for both brand-new and existing users.
Enrico Palmerino & W. Michael Hsu
ELEVATE OR DIE
If you haven’t elevated your practice, then now is the time. Your firm may be making modest improvements in systems, technolgy, and even people which in the past might not only have worked but set your firm on a trajectory above the rest. Unfortunately, modest improvements or the "if nothings broken, don't fix it" mindset, will not be enough to keep up in the rapidly changing and increasingly competitive accounting industry.
Enrico Palmerino, founder and CEO of Botkeeper is joined by W. Michael Hsu, founder and CEO of DeepSky and CFO Club to challenge the way you think about your practice and the pace of improvement and innovation needed to not only merely survive but thrive. Bring your firm into the future with the knowledge, skills, and motivation that will awaken your entrepreneurial spirit. Learn how a tech-first approach + differentiated offering + staff training can not only position your firm for success but better yet, industry dominance.
LUNCH AND LEARN
Lunch and Learn with a stream from David Barrett, CEO of Expensify as he explores the past, present and future of expense management.
WINNING AND LEARNING: CREATING MASSIVE GROWTH WITHOUT CHANGING YOUR BUSINESS
While we know what it's like to have "highs" in our business, many of us have been stuck in the "lows". This leads to decreased revenue, increased pressure and an unrelenting burnout that impacts us professionally and personally. Instead, what if we could bounce-back from our failures faster? What if we could create massive growth just by changing our mindset? Creating more isn't about doing more; it's about redirecting your mind. Join Lauren Baptiste, Life Coach for the Hardest-working Professionals Who Want to Have It All, to learn how you can win in the highs and learn in the lows, resulting in higher margins, more time and more joy.
Travis Cherry & Angelina DeLago
ASK ME ANYTHING: NAVIGATING INFINITE AUTOMATION POSSIBILITIES WITH BOTKEEPER & ZAPIER
Join us for an illuminating AMA session with Botkeeper’s Product and Engineering Leadership, dedicated to demystifying the world of infinite automation possibilities. Whether you’re a seasoned Botkeeper user, exploring potential solutions like Zapier, or simply curious about the next wave of automation innovation, this session promises insights for all.
Our leaders are eager to share and discuss the power of Botkeeper & Zapier’s integration. But beyond the technicalities, we aim to explore the broader vision of how such integrations are shaping industries, and what they mean for professionals like you.
THINK LIKE A CEO: UNLEASHING THE ENTREPRENEURIAL MINDSET IN YOUR FIRM
Step into a world brimming with innovation and boundless potential. Drawing from powerful anecdotes, Martin Zych, CEO and co-Founder at Jirav, unveils a new paradigm, urging you to shift your perspective and unlock the untapped possibilities for your firm where you, a visionary catalyst for change, will guide your firm and clients to success.
INVALUABLE LESSONS FROM A "DATA EVANGELIST"
Join us for an insightful keynote from Ben Royce, AI expert and Business Development Leader at Google. Known as a ‘Data Evangelist,’ Ben will share the invaluable lessons he learned from his extensive leadership experience in the world of AI and data science. Don’t miss this unique opportunity to hear from one of the industry’s top thought leaders about the intersection of AI, data, and business.
THE BOTKEEPER JOURNEY - EMPOWERING YOUR FUTURE
Join us for the highly-anticipated Botkeeper Spotlight, hosted by our CEO, Enrico Palmerino. In this special session, Enrico will take you on a journey through Botkeeper’s remarkable achievements and provide a glimpse into our exciting future. We’ll be unveiling our latest product innovations, sharing key updates, and showcasing the groundbreaking work that is propelling Botkeeper forward. Get an exclusive look at what lies ahead for Botkeeper as we continue to redefine the boundaries of bot technology. Don’t miss this chance to hear directly from Enrico Palmerino about our latest advancements and the thrilling opportunities that await.
IS CAS KING AT YOUR FIRM?
CAS is the fastest growing revenue source for firms, yet somehow firms still have struggles. We invite you to participate in the session with Deneen Dias, VP of Growth and Strategic Relationships at Botkeeper as she discusses ways to future ready your firm around: Trends in the profession; Trends in CAS; Is CAS King at your Firm.
CAS MARKETING BOTCAMP: HOW TO WIN AND GROW MORE CAS RELATIONSHIPS
Join Gaynor Meilke, to learn how to master marketing in the CAS Marketing Botcamp. Learn how to build the perfect CAMP (Client. Accounting. Marketing. Plan.) FIRE (Find opportunities. Identify channels. Reap revenue. Execute services). Together, we’ll explore best practices for CAS marketing, the latest tactics and tools that work, and customize a marketing plan that you can take with you and implement when you return from Botcamp! Gather ‘Round the CAMP FIRE for Proven CAS Marketing Strategies.
DESIGNING A SUCCESSFUL SWOT ANALYSIS AND DEVELOPMENT OF A BUSINESS PLAN FOR SUCCESS
Developing a CAS Client Experience can be determined through analysis of strengths, weaknesses, opportunities and threats (SWOT) and is the beginning or your firm's journey to becoming a cherished and trusted advisor. As professionals, we strive to improve our company or clients’ businesses with the information we provide them. Learn to create the value that business leaders request through strategically assessing your firms offerings and services, to begin building a business plan for success.