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All Tax Talks CashFlow Mastery Talks Practice Management Talks Marketing Talks Future Forward QB Talks Insightful Insights Accounting For Taste App Academy AI Talks AI in Practice
The AI Opportunity (and the Cyber Risk You Can't Ignore) thumbnail

The AI Opportunity (and the Cyber Risk You Can't Ignore)

Future Forward 34 min Flywire

In this Future Forward: AI & Cybersecurity session, Brittany Hill and Chris Jordan of Flywire explore how artificial intelligence is transforming accounts receivable and finance operations while addressing the cybersecurity risks organizations must consider. Learn practical strategies for evaluating AI tools, implementing responsible AI, strengthening security, and improving AR efficiency through automation and intelligent workflows. Connect with Brittany 👉 https://www.linkedin.com/in/brittanyphill Connect with Jordan 👉 https://www.linkedin.com/in/chris-jordan-676aa95

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From Risk to Protection Cybersecurity for Accounting Firms thumbnail

From Risk to Protection Cybersecurity for Accounting Firms

Future Forward 53 min Rightworks

In this Future Forward: AI & Cybersecurity session, Tiffany Caponigro of Rightworks explains why cybersecurity is a core business responsibility for accounting firms. The session covers phishing, ransomware, credential theft, regulatory requirements, written information security plans, employee training, and practical safeguards firms can use to protect client data, maintain trust, and strengthen operational resilience. Connect with Tiffany 👉 https://www.linkedin.com/in/tiffanycaponigro/ Learn more 🌐 https://www.rightworks.com/solutions/

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Your Team's Drowning. Here's How AI Sees It thumbnail

Your Team's Drowning. Here's How AI Sees It

AI in Practice 32 min Jan Haugo

In this AI in Practice Talks session, Jan Haugo demonstrates how AI can uncover hidden workload patterns, identify process bottlenecks, and pinpoint the best opportunities for automation. Learn how to use data-driven insights to prioritize improvements, balance workloads, and build more efficient accounting workflows instead of relying on assumptions. 🔗 LinkedIn Connect WIth Jan 👉 linkedin.com/in/janhaugo

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GEMINI AND THE FIELD OF DREAMS thumbnail

GEMINI AND THE FIELD OF DREAMS

AI Talks 32 min Donna Reade

Discover how Gemini for Google Workspace can help accountants and business professionals work smarter with AI. In this AI Talks session, Donna Reade demonstrates practical prompting techniques, AI-powered research, writing assistance, document creation, and everyday productivity tips using Gemini. Learn how to leverage Google's AI tools to streamline workflows, improve efficiency, and get more accurate results for your daily business tasks. 🔗 Connect with Donna 👉 https://www.linkedin.com/in/donnareade/

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What's New in QuickBooks thumbnail

What's New in QuickBooks

QB Talks 72 min Avalara

Stay up to date with the latest QuickBooks enhancements in this QBTalks session. Murph (William Murphy) covers recent updates across QuickBooks Online, QuickBooks Online Accountant, Intuit Enterprise Suite, Desktop, Payroll, Workforce, Payments, and Bill Pay. The session also features a sponsor presentation from Avalara, where Mike Tribout demonstrates how automated sales tax compliance integrates with QuickBooks to help businesses simplify multi-jurisdiction tax management. Speaker: William "Murph" Murphy Sponsor Speaker: Mike Tribout, Avalara Sponsor: Avalara 🔗 Connect with Mike 👉 https://www.linkedin.com/in/michael-tribout-74417137 🔗 Learn more 🌐 https://www.avalara.com/

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The ProAdvisor Transition to ProPartner thumbnail

The ProAdvisor Transition to ProPartner

QB Talks 95 min William Murphy & Jaclyn Anku

Discover the latest updates on Intuit's transition from ProAdvisor to ProPartner Accountants, including new benefits, education, community initiatives, and Intuit Accountant Suite enhancements. Plus, learn how Figured helps accounting firms transform agricultural clients from compliance to advisory through cloud accounting, AI, forecasting, and farm financial management. 🔗 Connect with Jaclyn 👉 https://www.linkedin.com/in/jaclynanku/ 🔗 Learn more 🌐 https://www.figured.com/en-nz/

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Cutting Through the AI Noise: What Accounting Firms Actually Need Right Now thumbnail

Cutting Through the AI Noise: What Accounting Firms Actually Need Right Now

Tax Talks 33 min Christine Gervais & Jonathan Young

In this Tax Talks session, Dr. Christine Gervais welcomes Jonathan Young, VP of Growth at SmartVault, for a discussion on how accounting firms can modernize their technology stack while reducing workflow friction and unnecessary app sprawl. The session explores the hidden costs of disconnected systems, best practices for evaluating AI solutions, and strategies for creating more efficient, secure, and scalable workflows. Attendees gain practical insights into document management, tax workflow optimization, and building a technology ecosystem that supports long-term firm growth. Connect with Christine Gervais 🔗 https://www.linkedin.com/in/%E2%AD%90%EF%B8%8Fchristine-gervais%E2%AD%90%EF%B8%8F-a8079039/ Connect with Jonathan 🔗 https://www.linkedin.com/in/jonathan-young-91788a12/

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Claude's Excellent Adventure thumbnail

Claude's Excellent Adventure

AI Talks 33 min Donna Reade

In this AI Talks session, Donna Reade introduces accounting professionals to Claude, Anthropic’s AI assistant, and demonstrates practical ways to use it for writing, brainstorming, client communication, and everyday productivity. The session covers effective prompting, privacy settings, Claude’s model options, and safe AI use for accountants and bookkeepers. 🔗 Connect with Donna 👉 https://www.linkedin.com/in/donnareade/

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YOUR SUMMER TECHNOLOGY HUNT thumbnail

YOUR SUMMER TECHNOLOGY HUNT

Practice Management Talks 29 min Will Hill & Julie Smith

Summer is a popular time to hunt down new technology to fix problems (or sometimes to just break up with a vendor you are mad at….) But, how do you do this effectively and in a way that brings the team together? In this session Will and Julie will talk through strategies to help make this a good use of time, not just a fruitless exercise. Connect with Will on 🔗 https://www.linkedin.com/in/wghill/ Connect with Julie on 🔗 https://www.linkedin.com/in/the-julie/

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How to Diagnose Integration Gaps in Your Client's thumbnail

How to Diagnose Integration Gaps in Your Client's

Insightful Insights 58 min Flywire

The fastest-growing accounting clients aren't the ones with the most tools — they're the ones with the most connected ones. In this session, we'll look at why integration has quietly become the make-or-break factor in modern A/R workflows, the signals that a client's stack has stopped working together, and the role accountants and bookkeepers play in helping clients architect a finance setup that actually scales. You'll leave with a practical framework for evaluating integration fit when recommending tools to your growing clients. 🔗 LinkedIn Connect With Carson 👉 https://www.linkedin.com/in/carsontmoore 🔗 LinkedIn Connect With Melanie 👉 https://www.linkedin.com/in/melanie-lindorfer-bowman/

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Google Is Sending Clients to Your Competitors — Here's the GBP Trick That Puts You Back on Top thumbnail

Google Is Sending Clients to Your Competitors — Here's the GBP Trick That Puts You Back on Top

Marketing Talks 32 min James Donovan

Your Google Business Profile is either your #1 salesperson or your biggest missed opportunity — and most accounting firms have no idea which one it is. In this session, James Donovan reveals the specific GBP moves that push accounting firms to the top of local search results: the category selections most firms get wrong, the service configurations Google actually rewards, the posting strategy that signals authority to the algorithm, and the one thing your competitors are almost certainly not doing that you can implement this week. No paid ads. No SEO agency. Just a properly optimized profile that sends high-intent prospects straight to you. 🔗 Website: https://accountingleadsnow.com/ 🔗 LinkedIn (James Donovan): https://www.linkedin.com/in/jamesbdonovan/?originalSubdomain=ca

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Stop Playing Email Tag with Clients, Draft Professional Responses in Seconds thumbnail

Stop Playing Email Tag with Clients, Draft Professional Responses in Seconds

AI in Practice 31 min Jan Haugo

You're spending 2+ hours a week typing the same client responses over and over: explaining late payments, clarifying tax deadlines, answering the same questions differently for different clients. What if AI wrote them for you — in YOUR voice, addressing their specific situation, actually professional? We'll show you a system that learns common client communication patterns and drafts responses in seconds. Light demo of the Client Problem Communicator — watch it handle real accounting friction points. 🔗 LinkedIn Connect WIth Jan 👉 linkedin.com/in/janhaugo

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