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EVENTS & HAPPENINGS

Looking to get involved? There are so many events to check out at Botkeeper! Find online and live training courses, live and recorded webinars, videos, and other content to support your learning with Botkeeper. 

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A regular round-up designed for Accounting Professionals

Find an event or happening made for you! Botkeeper is committed to uniting accounting professionals across the globe by featuring inspirational content, networking opportunities, and high-octane events.

We've compiled a list of webinars, tradeshows, round tables, and continuing education opportunities from both Botkeeper, as well as some of our top-notch partners and colleagues. Broaden your network, and drive your natural curiosity for learning forward within our ever-changing field.

Each event delivers an exceptional experience, filled with lightbulb moments and a deeper understanding of the work you do every day.

 

ONGOING INITIATIVES

 

Eliminating Tax Write-Up Challenges with Automation (On-Demand)

Imagine eliminating your capacity and compression challenges while delivering better reviewed, organized, and prepared financial reports during tax season— with just one change in your process.

This pivotal on-demand presentation is for Accounting Professionals who are aiming to transform and evolve their write-up work by leveraging a powerful tax write-up solution.

 

View On-Demand Webinar

Continuing Education for CPAs. 

Botkeeper offers an assortment of enlightening webinars through CPA Academy where Accounting Professionals are able to earn CPE credits. Interested in attending one of our CPE events? Visit our CPA Academy page to sign up!

 

A New Kind of Tax Season: Botkeeper’s Rapid Write Up Solution

Do you need help getting your client write-up work organized and completed? Do you want to free staff for the higher value, revenue-driving services? Are you looking for ways to save endless hours and be more proactive with write-up services? Do you want a radically different tax season?

In this webinar, learn how to:
- Increase firm efficiency leveraging automation. Capacity plan the influx of after-the-fact work during tax season.
- Become more advisory to your clients through providing proactive insight to clients throughout the year.
- Improve resource allocation through team enablement to do more impactful work at tax time and year-round. Reduce workload while improving cash flow with a recurring revenue model. Check it out!

 

Botkeeper for Accounting Professionals

Your accounting processes are crucial to your success- and yet thousands of CPAs are finding themselves bogged down by a number of issues. In these presentations, we’ll walk you through how firms can achieve their goals, and overcome their obstacles by leveraging artificial intelligence and machine learning-powered bookkeeping, purpose-built for accounting firms. Check it out!


Botkeeper's Accounting Community.

Coming soon! We'll be launching a variety of community forums on social media, and Facebook is our first stop! Jump in to connect, experience new learnings collectively, and participate collaboratively with fellow Accounting Professionals. Your voice would be a wonderful addition! 


 

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APRIL | 2021

 

APRIL 20, 2021, 11:00 AM- 11:30 AM EST

'On the Edge' with Botkeeper

Registration HERE!

The Positive Impacts of AI ML and the Technology Solution Services Focus

2020 was a transformative year! The accounting profession was impacted in ways we did not foresee happening until 2025 and beyond. What does that transformation mean and what does it look like for technology solution partners?

Our guest for today’s “On the Edge” is Gale Crosley, CPA, CGMA, owner of Crosley and Company. Gale is an award-winning growth consultant who partners with mid-market CPA and accounting firms to unlock a firm's unique growth potential. Join Deneen Dias, Botkeeper's VP of Strategic Alliances and Gale as they discuss the technology transformation that is taking place in the profession. Hear insights from Gale on how to incorporate technology into your FIRMS growth strategy.

 

 

MAY | 2021

May 4, 2021, 4:00 PM - 4:30 PM EST

'On the Edge' with Botkeeper

Registration link will be available soon

Guest: Michael Steirman, CPA, Steirman CPAS

 

May 18, 2021, 11:00 AM - 11:30 AM EST

'On the Edge' with Botkeeper

Registration link will be available soon

Guest: Byron Patrick, CPA, CGMA, Botkeeper VP of Customer Success

Archives

Past Events

Miss one of our events? No problem! You can find the event details and recordings below!

APRIL 6, 2021, 4:00 PM - 4:30 PM EST

'On the Edge' with Botkeeper

The Positive Impacts of AI ML and the Technology Solution Services Focus

2020 was a transformative year! RPA, AI and ML impacted the accounting profession in ways we did not foresee happening until 2025 and beyond. What does that transformation mean and what does it look like for technology solution partners?

Our guest for today’s “On the Edge” is Pete Potsos, CPA, Strategic Account Manager & Client Accounting Services Strategic Advisor at Bill.com. Join Deneen Dias, Botkeeper and Pete as they discuss insights and innovation that enable Bill.com to scale. Hear how the Bill.com technology solution fits into a Firms tech stack to help them become more efficient.

 

Watch the Recording!
 

MARCH | 2021

March 9, 2021, 4:00 PM - 4:30 PM EST

'On the Edge' with Botkeeper

The Positive Impacts of AI ML as Firms

Focus on Client Advisory Services
RPA, AI and ML have impacted the accounting profession in ways we did not foresee happening until 2025 and beyond! What does that mean and what does it look like for your Firm?

Our guest for today’s “On the Edge” is John R. Pace, CPA, CVA, Partner and Director, Outsourced Accounting & Advisory Services, GRF CPAs & Advisors. Join Deneen Dias, Botkeeper and John as they discuss insights and innovation that enabled GRF CPAs & Advisors to grow, become more efficient and precise. Hear what impact CAS and technology solution decisions have had on their CPA Firm.

 

Watch the Recording!
March 23, 2021, 11:00 AM- 11:30 AM EST

'On the Edge' with Botkeeper

The Positive Impacts of AI ML as Firms Focus on Client Advisory Services.

Watch the Recording!
 

FEBRUARY | 2021

 

FEBRUARY 3, 2021, 2:00 - 3:00 pm EST

How Time-sheet Data Can Help Grow Advisory Services

Register HERE!

Your timesheet data is a treasure trove of information that can be harnessed to improve your firm’s margins. In those numbers is a blueprint for how to improve your profitability by growing your advisory services - reallocating hours away from managers and onto staffers and restructuring your firm to be ready to meet a future of demand that will be largely niche advisory, supported by strong MLAI software that will automate much of your pre-accounting needs. There are immediate actions to take to reclaim valuable capacity that you can dedicate to growing an advisory service line, reinvest in the firm, or maybe, just maybe, go home early.

FEBRUARY 9, 2021, 4:00 PM - 4:30 PM EST

'On the Edge' with Botkeeper

The Positive Impacts of AI ML as Firms Focus on Client Advisory Services

We have all lived through a transformative year. RPA, AI and ML impacted the accounting profession in ways we did not foresee happening until 2025 and beyond. What does that mean and what does it look like for your Firm?

My guests for today’s first airing of “On the Edge” are Jim Bourke and Nina Chmura, Partners with Withum. Jim and Nina will share insights and innovation that enabled their Firm to grow, become more efficient and precise. Join us to hear what impact CAS and technology solution decisions have had on their CPA Firm.

 

Watch the Recording!
FEBRUARY 16, 2021, 1:00 PM - 2:00 pm EST

Design Your Firm's CAS & Outsourcing Strategy to Champion 2021

Register HERE!

In this one hour CPE session hear about:
Evolving trends in the accounting profession, choosing the right payroll strategy that aligns with your firms’ goals for the future, evaluating potential exit plans regarding your payroll client base, and outsourced bookkeeping technology that’s scalable, affordable and accurate.

FEBRUARY 23, 2021, 11:00 AM - 11:30 AM EST

'On the Edge' with Botkeeper

The Positive Impacts of AI ML as Firms Focus on Client Advisory Services


2020 was a transformative year! RPA, AI and ML impacted the accounting profession in ways we did not foresee happening until 2025 and beyond. What does that mean and what does it look like for your Firm?

Our guest for today’s “On the Edge” is John Yeager with Bennett Thrasher. Join Deneen Dias, Botkeeper and John as they discuss insights and innovation that enabled Bennett Thrasher to grow, become more efficient and precise. Hear what impact CAS and technology solution decisions have had on their CPA Firm.

 

Watch the Recording!
 

JANUARY | 2021

 

 

DECEMBER | 2020

December 3, 2020, 8:00 AM - 4:00 PM PST

Spark Technology Virtual Conference 2020

Register HERE!

The Spark Technology Conference is designed for firms who are ready to embrace newer technologies capable of keeping them competitive in today’s environment. Spark speakers will share real-life examples of how current technology has streamlined processes, reduced risk, created new lines of revenue, and enabled better collaboration and communication between staff and clients.

Are you ready to ignite new ideas and business opportunities into your organization? Join us for Spark and find inspiration to light your way.

December 8, 2020, 10:00 AM - 5:00 PM

The Digital CPA Conference 2020

Register HERE!

Digital CPA is for practitioners curious about technology and its impact on the accounting landscape. Together we’re challenging business models, transforming practice areas and driving innovation across the profession.
Join us online for Digital CPA 2020 to get in front of the rapidly changing landscape facing the profession and learn how innovative firms are staying ahead of the curve. You'll earn up to 9 CPE, network with peers, and get the content you need to be future ready.

December 9-10, 2020

Rainmaker SuperConferencee | Virtual Conference

Register HERE!

Join in Nashville this December for some long overdue in-person interaction. This two-day event will help you fine-tune your growth blueprints going into 2021. Sessions will focus on the latest profession and industry updates, best practices, and innovative ideas for continued success. 

December 15, 2020, 9:30 AM - 12:15 PM ET

CPA Innovation Summit: Moving from Essential to Indispensable

Register HERE!

Change was moving fast before the pandemic — and it’s moving even faster now. We have reimagined our CPA Innovation Summit as an exciting and interactive virtual event that will help the CPA profession redefine and reinvent our path forward — and accelerate us in a post-COVID-19 world.

 

NOVEMBER 2020

November 8-11, 2020

Scaling New Heights 2020

Register HERE

Over the coming year, the focus of Scaling New Heights 2020 (and our new year-round Woodard Empowerment Package) turns to action…to provide you with the tools and training you need to build highly effective, wealth-generating relationships with your clients. 

November 17, 2020

Scaling New Heights 2020 - Speaking Event

Register HERE!

Imagine what you could with some extra time back in your day-the great conversations you could have with clients advising them on the issues that are most pressing for them, the advisory services you can provide while the issue is hot, not to mention fewer hours in the office for you. It’s possible!
Firms can gain more time during tax season and beyond while delivering better reviewed, organized, and prepared financial reports. By demystifying the world of bots, artificial intelligence (AI), and machine learning (ML), you will understand how accounting and back-office services help you streamline your accounting processes.
Come see how firms are using bots to provide more effective value-added client services and leave with a thorough understanding of how:
Bots, AI and ML are being applied to client services processes; Smaller firms can utilize the power of bots AI and ML; Bots are game-changers; Increased effectiveness, efficiency, time management, and client clarity are realized. 

NOV 24, 2020, 1:00 PM - 2:00 PM EST

Getting Back Time for Tax Season and Beyond

Register HERE!

Firms can gain more time during tax season and beyond while delivering better reviewed, organized and prepared financial reports. By demystify the world of bots, artificial intelligence (AI) and machine learning (ML), you will understand how accounting and back-office services help you streamline your accounting processes. In this webinar you will learn how firms are using bots to provide more effective value-added client services and leave with a thorough understanding of how:
Bots, AI and ML are being applied to client services processes; Smaller firms can utilize the power of bots AI and ML; Bots are game changers; Increased effectiveness, efficiency, time management and client clarity are realized.

 

OCTOBER 2020

October 20 - 21, 2020 10:00 AM - 6:00 PM EDT

The Accounting & Finance Show USA Virtual 2020.

Registration HERE!

The USA's largest free accounting & finance conference and exhibition.

 
October 27 - 29, 2020 10:00 AM - 4:00 PM CT

2020 Advisory Conference

Registration HERE!

The conference is focused on converging knowledge and behaviors to deepen client relationships and will be attended by hundreds of client service leaders from across our 130 RSM Alliance and Firm Foundation organizations, plus prospective members that are invited. They expect 1,200+ attendees. The content streams will focus on Solving Business Issues; Deepening Industry Expertise; Strengthening Advisory Behaviors.

 
October 29, 2020 12:00 PM - 1:00 PM CDT

Optimizing Artificial Intelligence for your Client Advisory Services

As an Accounting Professional, you know just how critical it is to be smart about where you're spending your valuable time and resources. Is your firm optimizing resources and making the most out of every hour? During this presentation, you'll learn how you can optimize AI/ML and cloud technology to differentiate your offering with better data and insights. This pivotal presentation is for Accounting Professionals who are aiming to transform and evolve their practices.

 

SEPTEMBER 2020

 

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 22, 12:00 PM - 1:00 PM

Pivoting Client Accounting Services To Offset the COVID-19 Impact. 

Register HERE!

2020 has been a doozy for all of us in the industry. Accounting firms have the opportunity to counterbalance the COVID impact with clients while setting their firms up for long-term success - if accountants and bookkeepers take what happened as a wake-up call to revisit client advisory services. In this webinar, join Will Lopez, Head of Gusto’s Accountant Community, and Deneen Dias, Director of Partner Success at Botkeeper, as they unpack how the combination of technology, people, and processes will create a winning formula to automate, innovate, and scale your Client Accounting Services in the age of Coronavirus.

 

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 2020

August 9-12

2020 Boomer Technology Circles Summit.

Register HERE

The Boomer Technology Circles™ Virtual Summit brings together Firm Management professional, IT professional, Lean Six Sigma firm leader, and Green Belt Alumni from all over the country to share knowledge, best practices and learn about the latest technologies and innovations. 

 

August 11, 4:00 - 6:05 PM

MSCPA Emerging Leaders Summit.

Register HERE

The CPA’s journey into technology has been the hottest topic in the accounting profession over the last five years—and the pace of change isn't slowing down. More than ever, enabling your firm with the right technology has become a survival tactic, but for those strategic firms, it has become a differentiator for rapid growth. Technology is becoming the foundation of accounting firms and CPAs are beginning to build their firms around technology rather than build technology into their firm. But what happens when the building blocks of your firm’s technology don’t quite fit together and the lack of perfect harmony results in increasing headaches with IT, software management, and integration? How should you think about assembling your “tech stack” vs. assembling a comprehensive and cohesive solution? During this presentation, you’ll get insight into how some of the most successful firms coming out of the COVID-19 era are approaching modern-day, technology-driven solutions in their firms, optimizing their operations and ultimately redefining SaaS in the accounting industry.

 

August 18, 11:00 AM - 12:00 PM

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?? During this presentation, you’ll hear some of our strategic planning best-practices that will help position your CPA firm for long-term growth- that actually work.

 
Learn more
August 24, 1:00 - 2:00 PM

Botkeeper University | 5 Things You Didn’t Know Botkeeper Could Help With. 

A Deep Dive into How to Maximize The Botkeeper Experience! If you’re a small business owner or startup entrepreneur, your bookkeeping is crucial to your success. In this exclusive webinar, we’re giving out our top tips and tricks to level-up your Botkeeper user experience and maximize your ROI. Whether you're a seasoned user, or just beginning to evaluate the platform, we've got some great content to share with you. Join us for this 1-hour session, where Byron Patrick and Randy Latona will be walking through the Botkeeper Financial Hub, taking a deep dive into some of our most impactful services (and how to best use them), and providing a sneak peek into our 2021 product roadmap!

 

Watch the recording!
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. 

 

Watch it here
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 2020

 
July 1, 2020, 2:00 PM EDT

From Reactive To Proactive: Optimizing Your Accounting Firm Post-pandemic.

Register HERE!

Join virtual veterans Botkeeper and Justworks, as we discuss some of the big looming issues that have started jolting CPAs out of bed - such as “Should I go back to a physical office or stay remote? Did I put tools in place simply to get by during the madness, and are these going to work long term? Am I bringing back furloughed team members, and more importantly, keeping them in the same roles? What about getting back to growth?” 


 

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 cash flow with a recurring revenue model. Plus, how to leverage up to date write up financials to generate additional tax planning advisory revenue.

 

Learn more here
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.

 

Watch Here
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.

 

Learn more
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!

 

WATCH THE PRESENTATION HERE!
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!

 

watch here
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.

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