EVENTS & HAPPENINGS

September 16, 2020, 3:00 PM - 4:15 PM EDT

Botkeeper For Dummies | The Official Virtual Book Launch

Join the Botkeeper team for an empowering talk in celebration of the new must-read debut, "Botkeeper For Dummies". Our authors Jody Padar, CPA, Chris Mahl, and Byron Patrick, CPA will be joined by industry specialists for our interactive panel and launch party!

Check out the recording HERE!

September 17, 2020, 8:00 AM - 5:00 PM EDT

2020 Government and Not-for-Profit Conference.

Register HERE! 

Addresses the unique technical and professional challenges of the CPAs working in these sectors. This annual, one-day event puts a special emphasis on the skills and insight that CPAs can immediately implement. 

September 17, 2020,  4:00 PM EST

The Accounting Alphabet: A is for Artificial Intelligence.

Listen to Live Podcast HERE!

Take a deep dive into how accountants are supporting 65% more clients with AI. Enrico Palmerino launched his first startup, ThinkLite, from his dorm room which grew to $8.5M ARR before he graduated. He then invested in SmartBooks joining as their Managing Director and helped grow the tech-enabled accounting solution from 6-40 employees in 3 years before exiting. In 2015 Enrico founded Botkeeper which built an automated accounting platform using human-assisted machine learning and AI.

September 24, 2020

Rainmaker SuperConferencee | Virtual Workshop. 

Register HERE!

As a follow-up to the June virtual conference, this two-hour virtual workshop will provide a check-in on progress and facilitated discussions around barriers faced and results achieved. Subject-matter experts on key topics will provide guidance to help keep you on track. 

August 25

Advising Clients on Strategy and Innovation | How 2020 has Changed the Rules. 

The relationship between the business owner and CPA is changing with progress, transformation, and massive strides being made in technology allowing CPAs to refocus their time from traditional bookkeeping/maintenance work to higher-level advisory and wealth management – ultimately increasing the value provided to clients resulting in client relationships also changing. During this presentation, we’ll focus on how you can continue to differentiate your offering, ensure your clients’ success, and advise your clients on overall business strategy and innovation beyond the scope of accounting alone. 

August 26

Practical Automation with Machine Learning: Expectations vs. Reality.

For Accounting Professionals, the time for saying “change is coming” has passed- change is already here! AI and machine learning are a massive part of this change in the world of accounting and finance, affecting various parts of today’s accounting operation. The only question that matters: How is your firm going to do what's required to adapt to the new world?

July 10, 2020, 2:00 PM - 3:00 PM EDT

Coming out of COVID with a Strategic Plan for Success | An Accounting Professional’s Guide.

Register HERE!

As we move through the phases of COVID-19, Accounting Professionals are starting to ask themselves the difficult questions. What happens next? Can I start getting back to growth? Do I have what I need to make that happen? During this informative session, we’ll be focusing on how to come out of the pandemic era with a strategic plan for success. You’ll learn: How successful firms thriving during COVID are thinking about next steps, where to begin when yourself the tough questions, tactics you can put into motion today, the advantages of automation, how to use the RnD tax credit as an additional service for your clients AND a new source of cash flow for you, and the art of combi ning the right vendors for long term success.  

July 16, 2020, 2:30 PM - 3:30 PM EDT

Automating the Tax Write Up Client: New Solutions for a New World.

You have a lot of clients today that you touch one time a year, and during the BUSIEST time of year when your priority clients need the most attention. There’s a ton of opportunity to be more proactive with those write-up services and potentially create more revenue- in an automated fashion, without taking any additional time away from your high priority work. You’ll discover the challenges that exist in the space of traditional tax write up work, how leveraging automation can not only solve those problems- but also reduce workload while improving cashflow with a recurring revenue model. Plus, how to leverage up to date write up financials to generate additional tax planning advisory revenue.

July 17, 2020, 2:00 PM - 3:00 PM EDT

How leading firms have pivoted to meet the changing circumstance of COVID.

As we move farther into 2020 and the unprecedented COVID-19 era, accounting professionals are now able to regroup and start planning for the future. But what does this new future look like? How will firm operations change? How will client relationships evolve? What are the most meaningful ways to propel your firm forward?  In this 1 hour webinar, the Botkeeper and Brex teams are teaming up to discuss some of the latest trends, tactics, and successes that can help advance the accounting industry into this new reality. You get to hear: How to realign your mindset, what successful firms thriving during COVID are doing to maintain growth, what fast-growing and tech-enabled business owners are asking for, the advantages of practical automation, and tactics you can put into motion, today.

July 21, 2020, 11:00 AM - 12:00 PM

Best Practices in Strategic Planning for the CPA Firm.

With the changes in the business landscape, there has never been a better time for CPAs to expand and diversify their offering, becoming true business advisors. But- to properly enable your CPA firm for long-term growth, you need a reliable strategic plan. Where do you even begin? During this presentation, you’ll hear some of the strategic planning best-practices that will help position your CPA firm for long-term growth- that actually work.

July 21, 2020, 1:00 PM EST

CEOs & CFOs on the Office of the Future

Is the office of the future even an office at all? Yes. No. Maybe? For some companies, the office of the future looks like a collection of former kitchen tables, turned makeshift offices. For others, it looks like the offices we left behind a few months ago with the addition of plexiglass room dividers and hand sanitizer. For most, it’s some combination of all of the above. Regardless of which category your organization falls into, all businesses are ultimately striving for the same thing: A near-seamless production of work, free from technical disruption, and business risk. In this session, CEO of Botkeeper, Enrico Palmerino together with executive leadership from Electric, Newscred, ADPS, and Eden will drive discussion around how to achieve that: Maintaining productivity with remote teams for the long-term, How to avoid technical disruption and minimize burnout, Mitigating business risk when working from ‘Anywhere, and Answers to all of your questions!

July 23, 2020

MACPA Webinar | "Portrait of the Future CPA Firm—A Radical Approach".

The Accounting Industry is one of the few spaces that has successfully withstood the test of time, heavily built on long-term client relationships, deep trust, and traditional customer service. For years, CPA firms were largely untouched by some of the technological overhauls seen in other areas of business. But the evolution of new technology and new operational practices is starting to change the way accounting firms are managed. So how do you launch your own evolution? During this presentation, we’ll be discussing the portrait of the future CPA firm, what this means for the firm dynamic, and how to prepare for the future, without negatively disrupting your business leveraging the Radical approach. Our speaker Jody Padar will walk us through these exciting topics!

July 29, 2020, 2:00 PM

Rebuild: Evaluating Skills and Staff Your Firm Will Need Post COVID-19

Learn More HERE!

The continuing pandemic, rising concerns around social justice, and economic uncertainty are driving firms to pivot their talent management strategies. Years of effort cultivating trust, engagement, motivation, and retention could be undone if your tone or actions don't hit the right chord during this challenging period. Attend this session to explore various methods of critical talent considerations to protect your firm's investment, and lock in your high-potential team members for the long-term.

June 8-12, 1:00-4:00 pm ET

Engage Digital 2020 | ENGAGE 2020 Digital Kickoff

Learn More HERE! 

June 10,

CPA Leadership Institute: Best Practices in Strategic Planning for the CPA Firm.  

As a leader within a CPA firm in 2020, you have an amazing opportunity to grow. Why? There are more business owners than ever before who are in need of direction on their taxes, wealth management, and overall financial planning. With the changes in the business landscape, there has never been a better time for CPAs to expand and
diversify their offering, becoming true business advisors. But- to properly enable your CPA firm for long-term growth, you need a reliable strategic plan. Where do you even begin?

June 17, 2020, 1:00 PM - 2:00 PM EDT

A Q & A Session with Jody Padar | The Bridge to the Cloud with Wolters Kluwer and Botkeeper. 

Progress, transformation, and massive strides being made in technology have allowed CPAs to refocus their time from traditional bookkeeping and write-up work to higher-level advisory and wealth management—ultimately increasing the value provided to clients. As a result, client relationships are changing as well. So how can you continue to differentiate your offering, and ensure your clients’ success? How do you adopt new technologies and new processes that can help us live in the “new normal”? Now is your chance to ask the experts! Join us for a live QA session with Jody Padar, VP of Strategy at Botkeeper, and The Radical CPA who has successfully achieved the "No-Touch Tax Return" to get those questions answered!

June 22, 2020, 11:00 AM - 12:00 PM EDT

Portrait of the Future CPA Firm—A Radical Approach.

Learn More HERE!

The Accounting Industry is one of the few spaces that has successfully withstood the test of time, heavily built on long-term client relationships, deep trust, and traditional customer service. For years, CPA firms were largely untouched by some of the technological overhauls seen in other areas of business. But the evolution of new technology and new operational practices is starting to change the way accounting firms are managed. So how do you launch your own evolution? During this presentation, we’ll be discussing the portrait of the future CPA firm, what this means for the firm dynamic, and how to prepare for the future, without negatively disrupting your business leveraging the Radical approach. 

June 25-26, 2020

Rainmaker SuperConference | Virtual Conference. 

Learn More HERE!

This conference will kick off a keynote from Micahel Platt exploring current trends in the Profession, followed by industry-specific breakout sessions focusing on issues impacting specific niche practices. The day will be wrapped up with a virtual happy hour to give attendees the opportunity to connect further.