EVENTS & HAPPENINGS

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

• Weekly Presentations: Botkeeper for Accountants. 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!

• 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!

• 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! 

May | 2020

JUNE | 2020

JULY | 2020

• July 1, 2020, 2:00 PM EDT | From Reactive To Proactive: Optimizing Your Accounting Firm Post-pandemic.
  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?” Register HERE!

• 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.
  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 combining the right vendors for long term success. Register HERE!

• July 16, 2020, 2:30 PM - 3:30 PM EDT | Automating the Tax Write Up Client: New Solutions for a New World.
  Register 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.
  Register 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.

• 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!
  Register HERE!

• July 23, 2020, MACPA Webinar | "Portrait of the Future CPA Firm—A Radical Approach".
  Join VP of Strategy Jody Padar. Registration coming soon!

• July 29, 2020, 2:00 PM | Rebuild: Evaluating Skills and Staff Your Firm Will Need Post COVID-19.
  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.
  Register HERE!

AUGUST | 2020

SEPTEMBER | 2020

OCTOBER | 2020

NOVEMBER | 2020

• November 8-11 | Scaling New Heights 2020. 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. Register HERE! 

DECEMBER | 2020