NOV

10

TUE

11:00 AM

ET

Premium

From Bill Pay to CAS: Building Your Firm's Next Growth Engine

Speaker: Yonathan Grigiac, Senior Director of Strategy & Product Marketing, Melio Most firms treat bill pay as a chore. The best ones treat it as a growth engine, and there's real money on the table for firms that get it right. This session is the playbook: who to target and how to market to them, how to price the service so it's actually profitable, and which AP software fits your book of business. You'll also learn how to run it once it's live: automating bill capture with AI powered workflows, turning checks into digital payments, setting up approval workflows, protecting against non sufficient funds and managing communication with vendors. Walk away knowing exactly how to turn bill pay from a back-office task into the on-ramp for higher-margin advisory services. Learning Objectives: After the session, attendees shall be able to: Identify target client profiles and evaluate marketing and pricing strategies for building a profitable bill payment service Compare accounts payable software capabilities and select an appropriate solution based on a firm’s book of business, workflow requirements and growth goals Apply operational controls for AI-powered bill capture, digital payments, approval workflows, non-sufficient funds risk and vendor communications to support efficient service delivery and higher-value advisory opportunities ____________________________________________________________________ CPE Credit: 1.0 Subject Area: Business Management & Organization Instructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

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NOV

10

TUE

12:30 PM

ET

Premium

The Software-First Payments Revolution: From Transaction to Trust

Speaker: Griffin Ortale, Sales and Partnerships at Flywire As digital commerce accelerates, software has become the critical differentiator in payments—enabling security, compliance, speed, and user trust at scale. This session explores how software-led innovations are reshaping how payments work, the business impact of design choices, and practical strategies to build payment solutions that customers actually want to use. Designed for teams navigating payments (technical or non-technical), this session bridges product, engineering, and strategy. Learning Objectives: After the session, attendees shall be able to: Understand the role of software architecture in modern payment systems—how design patterns, APIs, and infrastructure decisions directly impact security, compliance, and user experience Identify key business drivers for software-led payment innovation—speed to market, cost efficiency, customer trust, and competitive advantage in global markets Learn practical frameworks for evaluating and implementing payment solutions—knowing when to build, integrate, or partner, and the trade-offs at each stage ____________________________________________________________________ CPE Credit: 1.0 Subject Area: Information Technology Instructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

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NOV

10

TUE

2:00 PM

ET

Premium

How to Reduce B2B Credit Card Processing Fees

Speaker: Sam Johnson, Partner Succes Manager at PayTrace B2B payments are complex, but saving money on them doesn’t have to be. If your clients accept commercial or government credit cards, PayTrace can help reduce their credit card processing fees and accelerate cash flow. Join Sam Johnson, Partner Success Manager for PayTrace, to learn; An overview of interchange and the value that optimized rates provide to merchants and cardholders How to leverage Level 2 and Level 3 processing to reduce the costs of card acceptance on B2B/B2G credit cards The recent changes to Level 3 processing introduced with Visa’s Commercial Enhanced Data Program (CEDP) and how merchants can comply with the requirements What additional features can help companies streamline A/R (software/ERP integrations, credit card surcharging, ACH payments, etc) ____________________________________________________________________ CPE Credit: 1.0 Subject Area: Finance Instructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

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NOV

11

WED

12:00 PM

ET

Premium

Are your Clients Ready for CAS?

Not every bookkeeping client is a CAS client. Learn how to evaluate your existing client base, identify your best advisory opportunities, and prioritize the clients most likely to benefit from expanded services. Speakers: Christine Triantos, Owner at Infinite Advisors, Inc Deneen Dias, Co-Founder & CRO at InfiniteTies

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NOV

11

WED

2:00 PM

ET

Premium

What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

Speakers: Dyanna Salcedo, CEO at The CFO Project Everyone in the profession hears they should be moving into "advisory," but the word gets attached to almost anything, from tax and assurance to transactions, technology, CFO work, and plenty more. With that many lanes, it's hard to know which one to choose, how to build an offer you can repeat, or what to charge. That's why so many firms put advisory off or add it and struggle to make it stick. Dyanna Salcedo, CEO of The CFO Project, makes the case for one lane: CFO advisory for small business owners doing $500K to $5M in revenue. You'll see who the client is, the monthly cash flow deliverable that works the same way in any industry, and how a $2,000 monthly retainer adds $24,000 a year in recurring revenue per client. She also covers why accountants and bookkeepers are better positioned for this work than anyone else. After this session, participants will be able to: Explain why the broad use of the term "advisory" makes an advisory service hard to launch, sustain, and scale, and why choosing one lane is the first step in building it. Define the role of a CFO advisor to a small business, and differentiate it from a Fortune 500 CFO role and from fractional CFO work. Identify the small business client who needs CFO advisory, including revenue range, ownership profile, and the common challenges that signal demand. Describe a structured monthly CFO advisory deliverable built around cash flow, and explain why the same process can be repeated across clients in any industry. Calculate the recurring annual revenue of a monthly advisory retainer, and identify the technical skill, client trust, and business context that position accountants and bookkeepers for the role. _______________________________ CPE Credit: 1 Subject Area: Business Management and Organization Instructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

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NOV

12

THU

12:00 PM

ET

BeInsightful

Let It Go: Make Room for a Better Busy Season

In most small tax practices, the biggest bottleneck isn't staffing or software. It's the owner. Every return waits on your review, every hard question lands on your desk, and a handful of clients take up far more time than they're worth. In this session, Dr. Christine Gervais of Cultivate Consulting shows tax professionals how to let go of the work and the clients that are holding their practice back. You'll learn how to build a tiered review process and checklists so you can delegate with confidence, and how to grade your client list so you can decide who to keep, who to reprice, and who to part ways with. Christine will also cover how to have those conversations professionally. You'll leave with a practical plan to protect your time, your team, and your margins before January. By the end of this session, participants will be able to: 1. Identify the tasks and decisions that keep the firm owner as the bottleneck, and decide which ones can be delegated. 2. Design a tiered review process with checklists and clear handoff points that maintains quality without the owner reviewing everything. 3. Evaluate their client list with a grading framework based on profitability, responsiveness, complexity, and fit. 4. Develop a plan to reprice, restructure, or respectfully offboard clients who no longer fit the practice.

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NOV

12

THU

2:00 PM

ET

Premium

Show It Once: Turning Your Accounting Workflows Into AI Sidekicks

Speaker: Jan Haugo, SmartAccountant.AI, and Stefan Kalb, Co-Founder & CEO of Latch Most accounting teams know AI could take tedious work off their plate, and most have stalled because writing prompts and documenting processes takes time nobody has. Latch flips that. You record yourself doing a recurring task while you talk through it, and Latch builds a process map, a searchable knowledge base and a "sidekick" that runs the task for you, pausing to ask you the judgment questions along the way. Join Jan Haugo of SmartAccountant.AI and Stefan Kalb, CEO of Latch, for a live demo of a real accounting workflow from recording to finished output. You'll also see practical ways to use it in your firm or finance team and get straight answers on privacy and data security. By the end of this session, attendees will be able to: Explain how recording and narrating a recurring task creates process documentation and a reusable automation without writing prompts. Identify recurring accounting workflows that are strong candidates for a sidekick and review its work using verification questions and the step-by-step audit trail. Use recorded sessions to capture tribal knowledge so work continues when a key person is out. -------------------------------------------------------------------------------------------------------------------------- CPE Credit: 1 Subject Area: Information TechnologyInstructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

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NOV

13

FRI

11:00 AM

ET

Premium

Capital Expenditure Decision-Making: Maximizing ROI

This month on Cash Flow Mastery, Cash Flow Mike will explore how capital expenditure (CapEx) decisions impact cash flow, debt, and business valuation using the Start With the End in Mind approach. Learn why evaluating major investments with long-term financial goals in mind can help businesses make smarter decisions and protect their financial health.

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NOV

17

TUE

2:00 PM

ET

BeInsightful

Grow the Team You Have: Getting Your People Invested in New Skills, New Technology, and New Levels

Speaker: Sheri Radler AI is taking on more of the bookkeeping, AP, and payroll work where most CAS teams spend their hours today. The people already on your payroll know your clients, your processes, and where things break, and that experience is exactly what your firm needs next. This session is for firm owners and leaders who want to bring their current team along. We'll cover why good people resist new technology, how to frame AI as a career investment instead of an efficiency program, and the habits that make learning part of how your firm runs. You'll leave with a 90-day plan you can start right away. By the end of this session, participants will be able to: 1. Identify the common reasons experienced staff resist new technology and reframe AI adoption as a career investment. 2. Describe a practical path that moves team members from transactional work into supervision, interpretation, and advisory roles. 3. Develop a 90-day plan that builds protected learning time, internal champions, and AI skills into career conversations.

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NOV

18

WED

2:00 PM

ET

Premium

Intuit Accountant Suite and ProConnect Tax Connectivity

Host: William "Murph" Murphy Sponsored by: SmartVault Presenter/s: Dr. Christine Gervais, Co-Founder & CFO at Cultivate Consulting Daniel Fritz, VP of Product and Engineering at SmartVault Join us on Wednesday, November 18, 2026, at 2:00 PM Eastern for QBTalks as representatives from the Intuit Accountant Suite and ProConnect Tax teams join Murph and Dr. Christine Gervais of Insightful Accountant’s Tax Practice News to explore the connectivity between these two Intuit solutions. At our September QBTalks-Apps webinar, we compared Intuit’s professional tax products, including Lacerte, ProSeries, and ProConnect. We’ve also discussed Intuit’s transition from QuickBooks Online Accountant to Intuit Accountant Suite (IAS). Now, Intuit is taking the next step by bringing accounting and tax workflows closer together. Previously, connectivity between QuickBooks Online Accountant and ProConnect Tax was largely limited to transferring data. The latest integration introduces a more connected experience, helping accounting and tax professionals manage client information, tax engagements, and return preparation within a unified platform. A new Tax Overview dashboard in Intuit Accountant Suite allows users to view ProConnect Tax clients, monitor return statuses by year and type, initiate tax engagements, and assign preparers, reviewers, and approvers. Users can also access ProConnect Tax returns directly within IAS, reducing the need to switch between platforms. Beyond tax preparation, Intuit Tax Advisor brings tax planning into the workflow, helping professionals use current financial and tax data to identify potential savings and provide proactive advice throughout the year. Join us to discover how these connected solutions can simplify accounting, tax preparation, and advisory services. CPE Requirements This show includes a QBTalks-Extra segment covering advisory services related content. To earn the 1.5 CPEs from this show, participants must attend a minimum of 75-minutes of the 90-minute show during both the primary and extra segments, and answer at least four (4) CPE polling questions based on the learning objectives (set forth below*). CPE Learning Objectives   Upon completion of the webinar, participants should be able to: Identify, from a list provided, at least one aspect of connectivity between Intuit Accountant Suite and ProConnect Tax. Choose, from a list provided, one or more, workflows that might be used by Intuit Accountant Suite and ProConnect Tax users when the are responsible for both accounting and tax services for their clients. Select, from a list provided, which Intuit Accountant Suite and/or ProConnect Tax features you would like to learn more about. Identify, from a list provided, ways in which the Clear Path to Cash Advisor helps accountants, bookkeepers, and other advisors move beyond reporting to help clients make better business decisions. About our Webinar Sponsor SmartVault is a secure, cloud-based document management and client portal platform built specifically for accounting and tax professionals. During their sponsor presentation SmartVault will discuss how their platform combines secure file storage, client collaboration, workflow automation, and compliance-focused controls in one system designed to help firms modernize document-heavy tax and accounting processes. About our QBTalks-Extra segment “The F.I.X. Framework – Turning Financial Insights into Clear Client Action” features the Clear Path to Cash Advisor enablement platform for accountants, bookkeepers, fractional CFOs, and business advisors who want to move beyond reporting and help clients make better business decisions. During this 30-minute QBTalks-Extra segment, Mike Milan, know by many as ‘Cash Flow Mike’ will turn complex financial concepts into practical, clear and usable information using the Clear Path to Cash platform he founded. Please note, the required CPE Polling Question # 4 will be presented during the QBTalks-Extra segment. Webinar Registration So, be sure to join Murph and Dr. Christine Gervais on November 18, 2026, at 2:00 PM Eastern as they explore the connectivity features between Intuit Accountant Suite and ProConnect Tax. If you are not already registered for QBTalks and QBTalks-Apps you can sign up HERE.

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NOV

19

THU

2:00 PM

ET

BeInsightful

DEBunk'd: The Lies Keeping Firms Small

Speaker: Debra Kilsheimer Some ideas deserve respect. Others deserve interrogation. This special DEBunk’d session challenges outdated beliefs that quietly limit growth, pricing, confidence, leadership, and innovation inside accounting firms. Expect strong opinions, uncomfortable truths, and practical ways to think differently. You may feel slightly attacked. That usually means the class is working. Learning Objectives: · Identify limiting beliefs affecting firm growth · Challenge outdated industry assumptions · Develop a more modern and strategic mindset

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NOV

19

THU

3:30 PM

ET

Premium

Talking AI to Clients: How to have the AI conversation without losing the client

Speaker: Donna Reade & Rob Hamilton Sponsored by: Digits Words that build trust vs words that spook clients ● Positioning AI as "more of you, faster," not "less human, cheaper" ● Scripts for the three reactions you'll get: excitement, fear and indifference Clients don't need a lecture on machine learning. They need confidence. Donna Reade of Blazr Accounting and Rob Hamilton of Digits hand you the language to talk AI without losing trust.

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NOV

20

FRI

1:00 PM

ET

Premium

App Academy in November 2026

Take control of cash flow with Melio 1:00 -1:30 PM ET Presenter: Dylan Schuerman Melio is a centralized B2B payments platform that helps businesses and their advisors manage all aspects of their cashflow through accounts payables, receivables and expense management, all in one centralized dashboard. Explore how Melio can bring greater flexibility and control to business cashflows, helping you save time on payments and eliminate manual and tedious tasks. We'll take a high-level look at the platform's flexible payment methods, automated AP workflows and accounting sync capabilities. Payments in Action: Building Software That Powers Global Transactions 1:30 -2:00 PM ET Presenter: Griffin Ortale, Sales and Partnerships Watch how modern software platforms integrate payment infrastructure to deliver seamless, secure, and scalable transaction experiences. This live demo showcases real-world payment flows, integration patterns, and the technical decisions that enable businesses to grow globally. Perfect for developers and technical decision-makers looking to understand how payments fit into product architecture. Using QuickBooks Online Payment Automation Workflows 2:00 -2:30 PM ET Presenter: Sam Johnson, Partner Success Manager No accounting system does everything out of the box, not even QuickBooks Online. You and your clients need secure accounts receivable solutions that include: ● Digital invoicing that can be customized and branded ● Terms, discounts, and fee options that can be set at the customer and transaction level ● A simple, online client portal that lets customers self-service their payment experience In this demo, see how PayTrace bridges common A/R gaps in QuickBooks, helping to reduce manual time spent processing payments and accelerating financial month-end close.

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NOV

24

TUE

2:00 PM

ET

BeInsightful

Your Website: Is It Helping You Win Clients—or Losing Them?

Speaker: Gary DeHart Your website shouldn't simply tell visitors what your accounting firm does. It should help the right prospects recognize that you understand their needs, trust your expertise, and take the next step toward becoming a client. This session is going to be a working session where attendees take a critical look at their own website in order to identify update opportunities and ensure that their site is represents their firm well so that it DOES help win clients, not lose them. By the end of the session, participants will be able to: 1) Evaluate their accounting firm's website from the perspective of an ideal prospective client, identifying weaknesses in messaging, navigation, credibility, and conversion opportunities. 2) Identify website elements that communicate a firm's positioning, demonstrate expertise, establish trust, and encourage prospective clients to take action. 3) Develop a prioritized website improvement plan using a practical self-assessment and recommendations discussed during the session.

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