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On-Demand Webinars

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 Figured Royalwise QBTalks-Apps CAS Talks CFO Talks
Capacity Planning and Staff Utilization thumbnail

Capacity Planning and Staff Utilization

Practice Management Talks 30 min DIgits

This PM Talks session explores how accounting firms can better understand team capacity, set realistic expectations, and identify the root causes behind workload challenges and burnout. Julie and William discuss practical approaches to budgeting, capacity mapping, utilization tracking, scope creep, and team communication to help firms make more informed staffing and workload decisions.

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Effective Cash Flow Forecasting Planning for Growth and Stability thumbnail

Effective Cash Flow Forecasting Planning for Growth and Stability

CashFlow Mastery Talks 30 min Cash Flow Mike

In this Cash Flow Mastery Talks session, Mike Milan (Cash Flow Mike) explores practical cash flow forecasting and scenario modeling to help accountants, bookkeepers, and advisors turn financial data into clearer business decisions. See how the Clear Path to Cash framework can be used to evaluate financial performance, model future scenarios, and guide stronger advisory conversations around growth and stability.

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The Hidden Cost of Disconnected Tax Workflows thumbnail

The Hidden Cost of Disconnected Tax Workflows

Future Forward CPE 60 min SmartVault

In this Future Forward: Tax session, Jonathan Young and Monica Bravo of SmartVault explore how disconnected tax workflows create unnecessary stress, rework, delays, and risk for accounting firms. Learn where friction commonly appears across the tax process—from client engagement and document collection through preparation, delivery, and archiving—and how more intentional, connected workflows can create a smoother experience for both staff and clients. Speakers: Jonathan Young, VP of Growth, SmartVault; Monica Bravo, Product Marketing Manager, SmartVault Sponsor: SmartVault

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How Faster Collections Improve Tax Reporting Accuracy and Cash Flow Planning thumbnail

How Faster Collections Improve Tax Reporting Accuracy and Cash Flow Planning

Future Forward CPE 60 min Flywire

In this Future Forward: Tax session, Melanie Bowman of Flywire explores how accounts receivable automation can help finance teams improve collections, cash flow visibility, reconciliation, and reporting accuracy. The session also shows how Flywire and Invoiced can complement existing ERP systems, create cleaner financial data and audit trails, and make tax preparation and financial planning more efficient. Speaker: Melanie Bowman, Flywire Host: Gary DeHart, Insightful Accountant Sponsor: Flywire

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Examining the Intuit (Professional) Tax Products thumbnail

Examining the Intuit (Professional) Tax Products

QBTalks-Apps CPE 60 min

Explore the differences between Lacerte, ProSeries, and ProConnect Tax in this QBTalks-Apps session. Dr. Christine Gervais and Brady Suggs of Intuit compare the platforms’ workflows, integrations, cloud and remote-access capabilities, tax planning features, and other key considerations to help accounting professionals determine which Intuit tax solution best fits their firm. The session is hosted by William “Murph” Murphy. Speakers: Dr. Christine Gervais; Brady Suggs, Intuit Host: William “Murph” Murphy, Insightful Accountant

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Suite Success: Running Your Entire Firm with Intuit Accountant Suite thumbnail

Suite Success: Running Your Entire Firm with Intuit Accountant Suite

Royalwise CPE 60 min Royalwise

Explore the Intuit Accountant Suite (IAS) with Alicia Katz Pollock of Royalwise as she demonstrates tools designed to help accounting professionals manage clients, teams, and workflows more efficiently. The session covers client and subscription management, projects and tasks, Books Close, workflow automation, Intuit Intelligence and AI capabilities, the new Pro Partner program, and other features available to accounting firms. Speaker: Alicia Katz Pollock, Royalwise Featured Company: Royalwise Sponsor: Royalwise

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The Messy Middle: Workflows That Work thumbnail

The Messy Middle: Workflows That Work

Accounting For Taste 30 min

In this session, Kristen Nies Ciraldo of Math for Food explores how accounting professionals can build workflows that work in the real world—not just on paper. Learn how to create systems that are minimally disruptive, set clear expectations, resist workflow erosion, and balance consistency with the realities of client service, with practical lessons drawn from the restaurant and hospitality industry. Speaker: Kristen Nies Ciraldo, Math for Food Featured Company: Math for Food

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From Compliance to Advisory: Building an Ag Accounting Practice thumbnail

From Compliance to Advisory: Building an Ag Accounting Practice

Figured CPE 60 min Figured

Discover how accounting firms can move beyond once-a-year tax compliance and build valuable agriculture advisory services. Erin Arick of Figured, joined by moderator Dr. Christine Gervais, explores what makes agricultural accounting different, how to identify clients ready for advisory, demonstrate the value of proactive financial insights, and introduce scalable advisory services without rebuilding your practice from scratch. Speaker: Erin Arick, Senior Account Executive, Figured Host: Dr. Christine Gervais Sponsor: Figured

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Marketing That Adds Up thumbnail

Marketing That Adds Up

Marketing Talks 30 min

In this IA Marketing Talks session, Gary DeHart, Publisher and Managing Partner of Insightful Accountant, shares a practical framework for creating a focused marketing strategy that accounting professionals can actually put into action. Learn how to define your ideal client, develop a clear market promise, choose the right marketing channels, set measurable goals, and turn those pieces into a practical 90-day marketing roadmap.

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Kintsugi presents: Sales Tax on Autopilot thumbnail

Kintsugi presents: Sales Tax on Autopilot

App Academy 30 min Kintsugi

Discover how Kintsugi helps accounting professionals simplify sales tax compliance through automation. In this App Academy session, Ryan Le of Kintsugi explores how firms can streamline sales tax workflows, including nexus monitoring, registrations and filings, exemption certificate management, and integrations with accounting and e-commerce platforms—helping reduce manual compliance work while supporting growing clients.

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MCP Explained: How to Make Your Tools Work Together thumbnail

MCP Explained: How to Make Your Tools Work Together

AI Talks 30 min Digits

In this AI Talks session, Donna Reade and special guest Rob Hamilton of Digits break down Model Context Protocol (MCP) in practical, easy-to-understand terms. Discover how MCP allows AI platforms such as Claude to connect and interact with business tools, financial data, email, and other software without requiring advanced coding skills. The discussion also explores real-world accounting use cases, including automating financial reporting, client communications, and connected workflows through AI. Digits, the sponsor of this session, also shares how its AI-native general ledger is helping accounting firms adopt and integrate AI into their practices. Speakers: Donna Reade; Rob Hamilton, Digits

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The Time-Saving Tax Season: Automating Intake, Prep, and Delivery thumbnail

The Time-Saving Tax Season: Automating Intake, Prep, and Delivery

Tax Talks 30 min Canopy

In this Tax Tech Stack & AI session, Drew Stinger of Canopy demonstrates how firms can connect practice management and tax workflows in one integrated environment. Explore Canopy's tools for client intake, document management, workflow, communication, tax preparation integrations, return delivery, and the emerging Canopy Coworker AI intelligence layer designed to help firms reduce friction and automate work across the tax process. Speaker: Drew Stinger Company/Sponsor: Canopy Moderator: Dr. Christine Gervais

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