CPE

Make CPE Work for You

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Businessman hailing taxi at airport

Three ways to recoup your investment.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

Attending and learning from conferences can be amazing opportunities for your career or your business. They can also be huge money drains. It’s easy to take a look at the conference registration and make a quick decision about whether we can afford it – or even worse – whether it will clear our credit card limit or not.

MORE by Sandi Leyva
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A smart business owner will take a bit different approach. Here’s how to calculate how much revenue or increase in price you need to justify the expense of attending a conference.
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Rebecca Driscoll: A Millennial and a Boomer Walk into a Bar… | The Disruptors

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The Collaboration Room turns online peer networks into practical tools for pricing strategy, tax planning, succession, and psychological safety.

Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

Build a 7-figure firm in just 4 hours a week!

The Disruptors
With Liz Farr

Before they co-founded The Collaboration Room, Rebecca Driscoll and Mike Sylvester, CEO of SBS CPA Group, had both been helping accountants with challenges on an informal basis.

“It felt kind of like disorganized, and we just needed one place,” Driscoll explains.

IN THIS EPISODE: The Collaboration Room | Brenda Cannon | Mike Sylvester | SchedulEase | Take Your Life Back Tax Pro Community | Tax Retreat | 

MORE DISRUPTORS: Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors |Poe: What P.E. Really Wants from Firms | The Disruptors  | Blake Oliver: Build a Biz that Runs Without You | Daiber: Use Succession as a Growth Strategy | Cannon: Busy Season is Self-Inflicted | Carroll: When One Person Can Break the Firm |  Rampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time |

After Brenda Cannon, co-founder of Cannon & Associates and founder of SchedulEase and the Take Your Life Back Tax Pro Community, connected them, they spent months testing ideas, questioning assumptions, and allowing the concept to grow organically before launching in the fall of 2024. “It doesn’t have to be perfect, and we’ll let it evolve and see what it becomes,” Driscoll says.   READ MORE →

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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Accountants Need Each Other More Than Ever

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Don’t ditch live events. We need human connection.

By Seth Fineberg

At Large

“We didn’t realize how hard accountants party, and we had a difficult time keeping up. We’re also still recovering from the ‘socializing’ and contemplating having a recovery section at our next booth.”

MORE FINEBERG: What Bogs Down Accountants | Your Classic Business Model Won’t Allow Growth

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Certainly, event creators need to consider content first and foremost as a draw. You need a “why” and a practical purpose.

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