WEBINARS & SPECIAL EVENTS

Make Audits Matter: Live CPE with Alan Anderson

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HOT TOPIC: Blake Oliver discusses “Transforming Audit for the Future” with author Alan Anderson.

Anderson joins host Blake Oliver at Earmark Webinars+.

Making Audit Matter Again: The Future of Assurance
Feb. 28, 12 PM ET, 9 AM PT
Learn more | Register

CPA Trendlines

The audit is at a crossroads. Commoditization and compliance mentalities have diminished its value. Now, auditors face an existential crisis.

How can assurance stay relevant?

Join Alan Anderson, author of the newly published “Transforming Audit for the Future,” and Blake Oliver as they tackle pressing questions on audit’s failure to innovate and chart a new direction focused on value-added assurance.

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Passed on ChatGPT the First Time? It’s Time to Think Again.

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ChatGPT is evolving so fast you’ll need weekly updates.

By Sandi Leyva

Tax and accounting professionals are used to keeping up with new tax laws that arrive rapidly. One thing that’s changed faster than tax law this year is AI, specifically the features of ChatGPT.

Check out our webinars on ChatGPT,
offered as a deep discount bundle or separately.
Webinar Schedule:
MORE ChaptGPT here

If you decided to use ChatGPT a few months ago, this software tool has changed drastically. And the new features are breathtaking.

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How to Leverage ChatGPT in Advisory Work

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Learn the language of commands and prompts. And check the math.

By Sandi Leyva

The generative AI model ChatGPT, developed by OpenAI, has been out for over a year. Yet, roughly half of the accounting professionals taking my ChatGPT webinars haven’t found the time to try it out yet. In this article, I want to give you a sneak peek into just one of the many tasks ChatGPT can perform for you to shorten your day potentially.

Check out our courses on ChatGPT,
offered as a deep discount bundle or separately.
Webinar Schedule:
MORE ChaptGPT here

Let’s say you have a client with some advisory questions. They want to know the answers to the following four questions based on sales data for a particular period:

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Your ChatGPT Checklist: Get Started with Generative AI

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What accountants need to know today.

By Sandi Leyva

ChatGPT is a game-changing technology for accounting and tax professionals. If you haven’t already tried it, you’re missing out on potentially significant efficiencies for your firm. Like any technology, it has some pitfalls you must be aware of. But that shouldn’t stop you from at least seeing what all the fuss is about.

MORE ChaptGPT here

Here’s a 12-item checklist to get you started on ChatGPT:

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Accounting Tech Doesn’t Have to Be Daunting

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Getting unstuck on the tech stack and how to use AI today.

By Seth Fineberg
Analysis & Commentary

You’ve probably realized by now that the accounting profession has reached an inflection point. Professionals’ trust in the vendors that create and distribute the essential technology they use is strained at best. And with automation once again at the forefront, the very nature of accountant tasks is up for debate.

LIVE CHAT: Watch or listen to the entire Flash Briefing here.

In short, we needed a non-sponsored, real chat with actual practitioners who, by all accounts, know what it’s like to be a tech-forward accountant. Moreover, they know that’s not what the profession is comprised of and, despite being innovative, have struggled with tech adoption over the years. This is what our recent Flash Briefing, “Getting Real: The Accounting Tech Decisions You Need to Make Today,” was all about.

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Mid-Year Tax Update with Bradley Burnett

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Mid-Year Tax Update
Colleague, what did you miss?

with Bradley Burnett, J.D., LL.M.

Thursday, June 15, 2023

8am PT, 9am MT, 10am CT, 11am ET
3 hours, 3 CPE, 3 IRS CE

REGISTER HERE

While you were taking tax season head-on and recovering from it, guess what happened? Over 500 court cases, 200 IRS IRB developments (including regs), 2,500 IRS rulings and other goodies came down.

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The FinTech Flood: Accounting Will Never Be the Same

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Venture capital and private equity are pouring billions into financial technology start-ups. And this business will never be the same.

Watch the video or listen to the podcast: Follow CPA Trendlines Podcasts on Apple Podcasts ,  or grab the RSS feed here.

With Rick Telberg
For CPA Trendlines

A tsunami of venture capital and private equity is flooding into new tech startups, enough to swamp the entire tax, accounting, bookkeeping, and payroll sector, according to a new study by CPA Trendlines.

MORE: How Private Equity Changes Everything | The FinTech Flood: Accounting Will Never Be the Same | The Disruptors: Re-Inventing Accounting with Tyler Anderson |  The Disruptors: How to Scale with New Padgett COO Amanda Aguillard | Eat that Frog: Asking for a Prospect Meeting | Growing Revenue Through Client Service | Lease Accounting Is About to Get Very Real | Google Ads for New Tax Season Clients | Exclusive: Eisner CEO Charly Weinstein Explains the Private Equity Deal  | Flash Briefing: A “Call to Arms” after Private Equity Deal | Four Ways to Beat the Staffing Shortage, with Pasha Malik

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Download the slide deck here.

Here, CPA Trendlines founder, publisher, and editor Rick Telberg delivers the keynote at the New York Finance & Accounting Show, explaining what it means for the future of the profession, including:

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Bradley Burnett: The “Uncle Billy” Problem with the ERC

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IRS Notice 2021-29 “drops a bomb” on the Employee Retention Credit.

Get the podcast version here

With Bradley Burnett, JD LLM

With 18 months of water under the bridge, we’re three-fourths of the way through the Employee Retention Program, the IRS changed their mind on an extremely important issue that changes many, many tax situations.

The question is: Who’s eligible? And who’s not? READ MORE →