Webinars and CPE

Firm Management June 11, 2024  Sponsored

This course offers a roadmap for starting and continuing to grow your own accounting or bookkeeping firm, with a focus on scalability and efficiency from the outset.

Technology May 16, 2024 

Erase client frustration with automated tax return delivery they will want to adopt.

Accounting May 9, 2024 

With changes in lease accounting and emissions standards, organizations need to look beyond compliance to automating, optimizing and consolidating strategic financial systems. 

April 2, 2024 

To thrive in this new normal, M&E companies must strike a delicate balance between advertisement revenue and subscription models.

Firm Management March 29, 2024 

Learn how to separate compliance and advisory services, and get paid for your expertise delivering higher value tax advisory services.

Payroll February 29, 2024 

Patriot Software and Vestwell have teamed up to host a free webinar to help you learn about key tax benefits available to small businesses that start a company retirement plan, 2024 changes, and which plans may be right for your clients. 

Accounting December 28, 2023 

Airing live on Tuesday, Dec. 27, with subsequent rebroadcast dates that week and into January, Introduction to SECURE 2.0 Act of 2022 (SEC2) will provide a deep dive into ...

Isaac M. O'Bannon

December 14, 2023 

The standards provide a framework for the development, presentation, measurement, and reporting of CPE programs.

Firm Management December 6, 2023 

Earn up to 14 hours of free CPE during this 2-day annual, virtual conference. Register now and mark your calendar for Ensuring Success, to ensure you meet your year-end CPE requirements.

Accounting November 5, 2023 

This year's conference will feature two iconic keynote speakers: tennis champion Venus Williams and real estate mogul and Shark Tank investor Barbara Corcoran.

Accounting August 29, 2023 

This is your chance to link arms with colleagues from diverse backgrounds and come together for a common purpose – to learn, network, bridge generational gaps, prioritize health, and find success!

Isaac M. O'Bannon

Firm Management July 12, 2023 

With the recent passage of new legislation known as “SECURE 2.0,” tax credits for small business owners are significantly larger, meaning they can essentially start their company retirement plan for free.