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Flywire Integration & Workflow Session

Learn how to identify and diagnose integration gaps in clients' accounts receivable (A/R) workflows. This session explores the warning signs of disconnected accounting systems, the impact of poor integrations on financial operations, and how modern integration tools can improve efficiency and scalability. Attendees will gain a practical framework for evaluating technology integrations and advising clients on building a more connected finance ecosystem.

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Overview
Presenter: Melanie Bowman
Presenter: Carson Moore
Date : June 23, 2026
Time : 12 PM ET
Duration : 60 mins
Language : English

Speaker's Info

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Lead Better,

Stay Informed.

OCT
20
TUE
1:00 PM
ET
Intro to Xero
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Intro to Xero

Description: Xero is a connected cloud accounting platform that helps businesses and their advisors manage financial workflows in one place. Explore how Xero brings greater visibility to your practice and clients, helping you work more efficiently and make more informed decisions. We’ll take a high-level look at the platform’s connected tools, intelligent features, and reporting capabilities. Presenter: Janel Prasad, Solutions Consultant

OCT
21
WED
12:00 PM
ET
Mastering Ag Advisory: Budgets, Scenarios and Succession Planning
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Mastering Ag Advisory: Budgets, Scenarios and Succession Planning

Speaker: Erin Arick, Senior Account Executive Host: Dr. Christine Gervais Reporting on what already happened is valuable. Helping a client plan what happens next is where an adviser becomes indispensable. This session closes the series by moving from actuals and analysis into forward-looking planning — budgets, scenarios, and the kind of guidance farm clients are already trying to figure out on their own, usually without their accountant in the room. We'll cover two practical entry points into planning: building a full annual budget for clients ready for ongoing management-style forecasting, and using scenario tools for clients who aren't ready for that but have a specific decision in front of them — succession, expansion, or a loan application. Farm financial projections come with real challenges: weather, commodity prices, input costs, and policy shifts that don't move in straight lines. We'll talk honestly about that, and about why an imperfect baseline projection is still far more useful to a client than no projection at all. This session also covers how forward-looking planning connects directly to tax planning, turning a once-a-year tax conversation into a proactive, quarterly one — and how to structure and price a full advisory engagement that moves a client from compliance, through reporting, into planning. Like the rest of the series, this session stands on its own. If you haven't attended Sessions 1 or 2, you'll still walk away with a practical framework for forward-looking advisory conversations with farm clients. Learning Objectives Understand the difference between actuals reporting (Sessions 1–2) and forward-looking advisory Know how to build a simple annual budget in Figured and what reports it unlocks Use the Figured Scenarios tool for succession planning and loan conversations — even with minimal data Integrate tax planning into farm financial forecasts Structure and price a full advisory engagement from compliance through planning ________________________________________________________________ CPE Credit: 1 Subject Area: Accounting Instructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

OCT
21
WED
2:00 PM
ET
Qvinci's 'New' RoyaltyHub
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Qvinci's 'New' RoyaltyHub

Beyond Manual Processes and Spreadsheets: Automate Client Royalties with Qvinci RoyaltyHub™ Host: William "Murph" Murphy Sponsored by: Qvinci Presenter/s: Joe Barbano, Chief Revenue Officer, Qvinci. Product subject matter expert Jacob Glowacki, Senior Solution Consultant, Qvinci. RoyaltyHub demonstration lead. Brad Adams, President, CEO & Chairman, Qvinci. Moderator Your clients need more than a royalty spreadsheet. They need an automated process they can trust and a trusted advisor who can help them understand the results. With Qvinci RoyaltyHub™ and Qvinci Intelligence™, you get both. Does your firm calculate royalties, prepare recurring fee invoices, or follow up on payments for franchise clients? For firms doing that work in spreadsheets and disconnected systems, the next opportunity is not just a better way to calculate royalties with the same manual process, it’s a more integrated and automated solution to deliver the entire service. In this one-hour QBTalks, explore how Qvinci RoyaltyHub supports royalty calculations, invoicing, payment collection, and visibility into outstanding balances and payment history. Follow a practical franchisor-client example and see how connected data or CSV inputs can support the workflow. The session will focus on the accountant’s role throughout the process: validating the client’s fee structure, reviewing the sales basis, checking exceptions, and communicating clearly about amounts billed and collected. We will also examine how royalty information can support broader performance conversations when RoyaltyHub is combined with Qvinci Intelligence™. Finally, consider how to package this work into an ongoing client service—from royalty administration and exception oversight to franchise performance advisory. Whether your firm already handles royalty work or is exploring a franchise specialization, leave with a framework for evaluating client fit, service scope, and the capacity required to deliver it. Automate the repeatable work. Elevate the accountant’s role. By the end of this session, participants will be able to: Identify the handoffs in a spreadsheet-based royalty workflow that should be examined for duplication, delay, or error risk Describe how a connected royalty workflow can support calculation, invoicing, payment collection, and review of balances and payment history. Distinguish software-supported processing from the accountant’s review responsibilities for validating client-approved rules, reviewing source data, managing access, and resolving exceptions. Evaluate whether a client’s data sources, fee structure, billing cadence, accounting setup, and review responsibilities are suitable for a RoyaltyHub implementation. Develop a proposed service scope that separates implementation, recurring royalty administration, exception oversight, and optional performance advisory. Assess the business case using measured staff effort, delivery costs, service revenue, and client outcomes without treating estimated time savings as guaranteed profit CPE Credit: 1.0 Subject Area: Computer Software & Applications Instructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

OCT
22
THU
12:00 PM
ET
Five Easy Ways to Use AI This Tax Season
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Five Easy Ways to Use AI This Tax Season

Using AI doesn't have to mean a big tech overhaul or a steep learning curve. In this practical, no-hype session, Christine Gervais of Cultivate Consulting walks through five simple ways tax professionals can use AI right now to save time and ease busy-season pressure. You'll see real examples of using AI to: Draft client emails, organizer reminders, and follow-ups for missing documents in minutes Summarize IRS notices, client letters, and long documents into clear next steps Build intake checklists and review procedures your team can follow Prepare for client meetings and turn your notes into action items Explain tax concepts to clients in plain language

OCT
26
MON
2:00 PM
ET
The Second Set of Books
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The Second Set of Books

You keep two sets of books. One is in QuickBooks. The other is in your head, and in your senior's head, and in the muscle memory of whoever's had the Henderson account since 2019 — every threshold, every quirk, every "we always reclass this one weird way because the owner's brother runs payroll." That second set has never been written down. It's why your AI hands you answers that sound right and miss the three things you'd have caught in ten seconds. In thirty minutes, you'll compute exactly how much of it your firm is carrying, and you won't like the number. Bring your phone.

OCT
27
TUE
2:00 PM
ET
Why Should They Choose You?: Positioning Your Accounting Firm to Stand Out
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Why Should They Choose You?: Positioning Your Accounting Firm to Stand Out

Speaker - Gary DeHart Topic: Why Should They Choose You?: Positioning Your Accounting Firm to Stand Out October 27, 2026 at 2:00 PM ET Most accounting firms are good at explaining what they do. The challenge is explaining why the right client should choose them instead of another firm. In this practical, interactive session of IA Marketing Talks, we’ll build on the Ideal Client Profile developed in Session 2 and turn that knowledge into a clearer market position. We’ll look at why so many accounting firms sound alike, where meaningful differentiation can come from, and how to move beyond simply listing services to communicating the problems you solve and the outcomes clients value. Attendees will learn how to identify potential differentiators based on who they serve, the problems they solve, how they work, and the evidence that supports their claims. During the session, participants will use a simple framework to begin developing their own positioning statement. You’ll leave with a clearer answer to an important marketing question: Why should your ideal client choose your firm?

OCT
28
WED
12:00 PM
ET
Transactional vs Advisory: Where Do You Stand?
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Transactional vs Advisory: Where Do You Stand?

Speakers: Christine Triantos and Deneen Dias Sponsored by: InfiniteTies 30 minute session Discuss the difference between transactional work and advisory services. We will dig into how everyday accounting work becomes the foundation for meaningful business conversations that clients pay more for.

OCT
28
WED
2:00 PM
ET
You Already Know Enough: How to Start Your First CFO Advisory Conversation.
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You Already Know Enough: How to Start Your First CFO Advisory Conversation.

Speakers: Carla Greenan, Founder at 3Be Coaching Plenty of bookkeepers and accountants who could be offering advisory services are held back by a version of imposter syndrome that is specific to this profession. You look at a client's numbers and see the margin sliding, the hire they can't afford, or the price that hasn't moved since 2021. Then you move on to the next reconciliation without saying anything. Part of the reason is feedback. Compliance work tells you right away when you got it right, because the return reconciles and the statements balance. Advisory work doesn't give you that signal for months, and it's easy to read that silence as a lack of skill. Carla Greenan is an Executive Coach to CFOs at The CFO Project. She spent years as a CPA at Ernst & Young before moving into executive coaching, and she now coaches accountants and bookkeepers through their first advisory conversations each week. In this session, she works through the four objections that keep qualified professionals on the sidelines: being wrong, not being a "real" CFO, getting asked something you can't answer, and clients refusing to pay. She lays out what an owner-operated small business actually needs from a CFO, which is a much smaller job than the enterprise role most professionals measure themselves against. She also shows you how to tell a skill you still need to learn from one you already use every month without charging for it. Then you'll run a four-question readiness test against your own client list. You'll leave with one client's name and the sentence that opens the conversation. After this session, participants will be able to: Identify four common objections that keep accountants and bookkeepers from offering advisory services, and distinguish a skill gap that calls for training from a confidence gap that calls for practice. Describe the scope of a CFO Advisory engagement for an owner-operated small business, and compare it with the enterprise CFO role. Analyze recent client work to locate advisory services already being delivered without a defined scope or a fee. Apply a four-question readiness test to select one existing client and plan a first advisory conversation within 30 days. _______________________________ 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

OCT
29
THU
2:00 PM
ET
The Weekly A/P: Transforming Ingredients into Intel
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The Weekly A/P: Transforming Ingredients into Intel

Speaker: Kristen Nies Ciraldo, Founder Math for Food Vendor invoices aren't just bills to pay. They're the earliest signal of rising food costs. And they're often a mess of credit card points, unapplied credits, and client habits that don't fit neatly into any software. This session covers how to turn weekly A/P into a real COGS signal. And how to tell the difference between an exception worth the trouble, and one that's just quietly costing you.

NOV
10
TUE
11:00 AM
ET
From Bill Pay to CAS: Building Your Firm's Next Growth Engine
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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

NOV
10
TUE
12:30 PM
ET
The Software-First Payments Revolution: From Transaction to Trust
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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

NOV
10
TUE
2:00 PM
ET
How to Reduce B2B Credit Card Processing Fees
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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

NOV
13
FRI
11:00 AM
ET
Capital Expenditure Decision-Making: Maximizing ROI
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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.

NOV
19
THU
2:00 PM
ET
DEBunk'd: The Lies Keeping Firms Small
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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

NOV
19
THU
3:30 PM
ET
Talking AI to Clients: How to have the AI conversation without losing the client
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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.