Accounting Salon Speaker Series
Join us for the Accounting Salon Speaker Series sponsored by Uncat!
Want to learn from some of the brightest minds and most innovative practice owners in the space? Join industry leaders for a six-session, CPE-qualified series on important practice management topics on October 31, November 1 and November 2. The entire series is free, but you must register for each session individually.
Content Creation for Accountants with Lorilyn Wilson
Dive into the world of social media marketing and lead generation in this comprehensive webinar. Learn Lorilyn Wilson's secrets for how to craft a potent content creation strategy, master the steps to launch successful online campaigns, and maintain an optimal posting schedule. She'll also guide you through the essential tech setups to ensure your campaigns run smoothly and efficiently.
Using ChatGPT in Your Firm with Brian Clare and Heather Smith
Come hang out with Brian Clare and Heather Smith for a session on using ChatGPT in Your Firm. They’ll teach you how to use tone effectively, brainstorm like a pro, and even tackle the ethical dilemma of using AI in accounting. Plus they’ll keep it real with current practical examples and hands-on exercises.
Empowering Your Clients to Trust Technology with Tate Henshaw
Join Tate Henshaw as he delves into the distinct client profiles wary of technology and offers tailored strategies to address their concerns. Through his real-life examples, participants will learn to counter these apprehensions effectively, fostering client trust and confidence. The course also underscores the significance of client adoption in achieving scalability, ensuring businesses can grow seamlessly with their evolving tech landscape.
Growing Intentionally - A 4-Step Approach to Unlocking Sustainable Growth with Keila Hill-Trawick
In today's rapidly evolving business landscape, firm owners are faced with the constant pressure to grow their businesses. However, growth should never be an end in itself. Instead, it should be pursued intentionally, ensuring a sustainable and thriving future for your firm. In this workshop, we will introduce a four-step system designed to help you achieve sustainable growth: Tracking, Compliance, Advisory, and Outsourcing. By implementing these strategic approaches, you will learn how to grow your firm to a point of enough—finding the perfect balance between expansion and maintaining your values.
Unlocking Accounting Mysteries to Empower Your Clients with Twyla Verhelst
Owners want to play a proactive role in the financial destiny of their business, and they're looking for professionals who can guide the way. In this engaging session, Twyla Verhelst will explore how you can evolve beyond traditional roles and become an empowering partner to your clients. She'll provide actionable insights and strategies on how to collaborate effectively and foster relationships with clients beyond transactions. And she’ll provide practical tools, including workflows, sample processes, and real-life success stories.
Disengaging with Grace and Ease with Sherrell Martin
In this session, Sherrell Martin will guide you through valuable strategies and techniques to gracefully disengage from professional relationships, projects, or commitments. Explore effective communication methods, conflict resolution techniques, and strategies for managing transitions to ensure a respectful and smooth disengagement process. Through practical examples and interactive exercises, you will develop the skills to disengage with integrity, maintain professional relationships, and navigate transitions with grace.
