JUL
30
THU
11:00 AM
ET
Premium
Future Forward | Rightworks
From Risk to Protection: Cybersecurity for Accounting Firms
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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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Melanie Bowman
Senior Account Executive, Enterprise, B2B
, Flywire.
Melanie Bowman brings nearly a decade of experience helping finance and accounting teams modernize the way they get paid. Before joining Flywire, she spent four years at HighRadius, where she worked with enterprise A/R and collections teams on cash application automation and receivables management — giving her firsthand insight into the manual processes that still slow down even sophisticated finance organizations. She also served as a Mid-Market Account Executive at BILL, focused on streamlining back-office financial workflows for growing businesses.
At Flywire, Melanie works with B2B organizations to automate the full invoice-to-cash lifecycle — helping finance teams reduce DSO, eliminate manual reconciliation, and scale their A/R operations without adding headcount. She is based in Seattle.
Carson Moore
Senior Sales Engineer at Flywire
Carson Moore is a Senior Sales Engineer at Flywire, where he partners with the sales team to translate complex fintech requirements into clear, workable solutions for customers. He brings nearly a decade of pre-sales experience across enterprise cloud at Oracle, subscription commerce at Recharge Payments, and enterprise hardware and IoT at Zebra Technologies. His background blends cloud-native application development, e-commerce platforms and payments, and enterprise device management solutions.
JUL
30
THU
12:30 PM
ET
Premium
Future Forward | Verito
Cybersecurity in the AI Era: What Accounting Firms Need to Know Now
JUL
30
THU
2:00 PM
ET
AUG
04
TUE
2:00 PM
ET
BeInsightful
Niche Marketing | Win Better Leads with Local Service Ads
Cold outreach is a grind and referrals are inconsistent. Local Service Ads put your accounting firm above traditional ads and organic results, so you only pay when prospects contact you.
AUG
14
FRI
11:00 AM
ET
Premium
Cash Flow Talks August: Working Capital Management: Unlocking Cash Flow from Operations
Cash flow problems are rarely caused by a lack of data — they’re caused by a lack of clarity. This month, Mike will show how AR, AP, and Inventory interact in the app’s cash flow story view.
AUG
18
TUE
2:00 PM
ET
BeInsightful
Tech Stack Assembly: Your AI Policy Isn't Built for What's Coming: Building an AI Handbook for the Agentic Future
AI is already transforming the way accounting firms work through tools like Microsoft Copilot, QuickBooks, ChatGPT, Zoom, and Google Workspace. The challenge is no longer whether to use AI, but how to use it responsibly.
AUG
20
THU
12:00 PM
ET
Premium
TPN Tax Talks August: Tax Tech Stack and AI
Tax firms face staffing shortages, burnout, workflow inefficiencies, and client document delays. See how AI and tax tech streamline processes, boost capacity, and improve busy-season efficiency.
AUG
20
THU
12:15 PM
ET
BeInsightful
Mastering Strategies for Growth Class #10: Stop Reporting the Past: Turn Numbers into Decisions
Most financial reports explain what happened. Clients need help deciding what to do next. This class teaches you how to transform accounting data into actionable conversations that support decisions, planning, and business growth.
AUG
28
FRI
12:00 PM
ET
Premium
Suite Success: Running Your Entire Firm with Intuit Accountant Suite
Discover how Intuit Accountant Suite transforms the way accounting firms manage client work. Learn how to gain a complete view of client activity without logging into multiple files, streamline workflows with dashboards and automation, and leverage AI to uncover insights, spot trends, and calculate KPIs. Whether you're a solo practitioner or scaling your firm, this session will help you work smarter and deliver higher-value advisory services.