Bot Blitz

Today's workplace is evolving faster than ever, presenting a host of new challenges and learning opportunities. Join us Sept. 26 and Sept. 27 for a Bot Blitz of 8 sessions designed to explore marketing, tech stacks and apps, and shifts in the workforce. Embrace a more transformative role that will enhance your business success. 






Monday, Sept. 26

10:30 - 11:30 am
Gaynor Meilke, MS, CBC, CTC
Chief Opportunity Officer


How to win and grow more CAS relationships through upping your marketing skills

Join Gaynor Meilke to explore best practices for CAS marketing, the latest tactics and tools that work.

Key takeaways from this session:
1. Learn an efficient process to identify, attract and consultatively sell CAS to new prospects.

2. Remain and leverage being “top of mind” with prospects and existing by communicating the real value of your services using a variety of channels.

3. Learn how to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm’s CAS offering and differentiate you in the market.

CPE 1 | Register here

12:00 - 1:00 PM
Chase Birky, CPA
CEO & Co-Founder, Dark Horse CPAs


What’s actually broken in public accounting & how we fix it

Most CPAs know the symptoms plaguing the profession. Few understand the underlying disease causing the symptoms. Based on hundreds of conversations with CPAs at all levels, we’ve identified the core issues that have driven people out of public accounting and dissuaded would-be accountants from entering the profession.

Learning objectives from this session:
1. Design the vision to see the cause of our professions challenges...not just the symptoms.

2. Identify immediate and long-term actions to remedy what's plaguing our profession.

3. Learn what makes someone want to be in our profession and what keeps them here.

CPE 1 | Register here

1:30 - 2:30 PM
Lauren Baptiste
Chief Empowerment Officer Acheloa Wellness


Building a Personal Well-Being Strategy

In the past 3 months, over 81% of individuals have experienced the symptoms of stress and are overwhelmed.  Are you one of them? Although it's usually thrown by the wayside at the first sign of 55 hour weeks, having a personal well-being strategy is critical to your long-term success in the profession. With accountants now experiencing what feels like a "forever busy season", it's never too late to address where you're at and what you need to thrive. For those that are already past their busy season periods, have you considered your recovery strategy? Join us in this session to better understand your stress and create a plan to support yourself.

Key topics:
- Defining stress for the modern CPA
- Phases of burnout
- Unpacking stress to understand your personal triggers
- Tools and techniques to destress
- Additional areas of support

Learning Objectives:
1. Stronger awareness to stressors in self and colleagues.

2. Ways to work through the effects of stress.

3. Find more peace, ease and productivity in your day-to-day.

CPE 1 | Register here

3:00 - 4:00 pm
David Bergstein, CPA
CIO at Bergstein CPA


How to vet technology apps for your firm

How do you find the right technology apps for your firm? With so many technology solutions now available to the accounting profession, is there really a one-size fits all?

During this session you will learn:
1. How to evaluate what technology your firm needs.

2. How and where to evaluate technology.

3. Questions you should ask before moving forward.

CPE 1 | Register here

Tuesday, Sept. 27

10:00 - 11:00 AM
Gale Crosley, CPA, CGMA & Deneen Dias
Strategic Revenue Growth Consultant, Crosley + CompanyDeneen Dias | VP of Growth & Strategic Relationships, Botkeeper


Growth strategies for a tech driven world

Many tech topics today focus on the myriad of technologies themselves, often designed to drive efficiency and quality. But what about strategic revenue growth?

Gale unlocks the secrets of infusing services with new technologies and driving digital demand to achieve extraordinary sustained growth.

Gale and Deneen will explore strategic considerations for technology-centric revenue growth.

During this session you will learn to:
1. Examine the role of the CAS service line and other service lines impact innovation and growth.

2. Determine how leaders can contribute to strategic innovation.

3. Analyze ML, AI, and RPA for use in your strategy development.

CPE 1 | Register here

11:30 - 12:30 pm
Amy Vetter, CPA, with panelists:
Erin Hutton, Intuit | Deneen Dias, Botkeeper | John Sallese, Avalara | Heather Sperduto, ADP | Brandon Roth, | Mike Triantos, Jirav


Best in class tech stack for your Client Advisory Services (CAS) practice

Do you hear talk about having a "tech stack" and wonder if you have one at your firm? Or maybe you don’t even know where to begin? During this session, Amy Vetter will facilitate a discussion with software providers she hand-picked and named as her "Best In Class Tech Stack” so you can have the opportunity to visualize what that could look like for your own CAS practice. Whether you deliver bookkeeping, controllership or outsourced CFO services, these solution providers will provide live demos so you can identify the technology solutions that can help you automate your practice, free up more time to spend with your clients, and to solve many of the pain points you encounter daily delivering these services.

CPE 1 | Register here

2:00 - 3:00 pm
Dave Farhi
SVP, Botkeeper


Botkeeper for Accounting professionals

See how Botkeeper can help you grow your client base and increase revenue!

Join us for our upcoming group presentation of Botkeeper's Partner Hub. We will cover Botkeeper's major features and services, as well as answer any questions you might have about the platform. This is a great opportunity to take a look at Botkeeper first hand!

In addition to learning more about the platform, we will talk about how other accounting firms are using the Botkeeping methodology to grow their customer bases and increase revenue for their businesses.

CPE 1 | Register here

4:00 - 5:00 PM
Jeff Phillips
Expert on CPA Firm Staffing and Remote Talent | CEO of Padgett Business Services | Co-Founder of Accountingfly


Best practices for hiring and managing your hybrid accounting workforce

Do you have remote and office-based employees? Welcome to the hybrid workforce—where your teammates are in multiple locations and working at various times. This course will teach you how to structure your work and your team to optimize their efforts so that they are engaged, productive, and happy. Turnover in accounting teams is at an all-time high, and having a hybrid workforce is the top way to keep your staff. We will share best practices around flexibility, compensation, onboarding, and employee retention in a hybrid environment.

Learning Objectives:
1. Identify key components of a productive hybrid work environment.

2. Recognize how to structure your work and optimize a hybrid workforce.

3. Recommend best practices for hiring and keeping staff.

CPE 1 | Register here