Archived Webinars
ELEVATE AND MODERNIZE YOUR CLIENT EXPERIENCE
Recorded Date
January 4, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
PROCESS MANAGEMENT FOR A HYBRID WORKFORCE
Recorded Date
March 8, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Management Services
Course Level
Basic
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
HOW ACCOUNTANTS LEVERAGE TECHNOLOGY TO PROTECT CLIENT DATA FROM CYBER CRIMINALS
Recorded Date
December 30, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
PLAYING POLITICS: THE PSYCHOLOGY OF THE HUMAN WORKPLACE
Recorded Date
July 29, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personnel/Human Resources
Course Level
Basic
Who Should Attend
Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner
SOCIAL MEDIA AND ELECTRONIC COMMUNICATION IN THE WORKPLACE
Recorded Date
July 22, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Communications & Marketing
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner
BLOCKCHAIN UPDATE: HOW CPAS CAN USE IT
Recorded Date
July 19, 2019
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
HAVING DIFFICULT CONVERSATIONS
Recorded Date
May 20, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Communications & Marketing
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner
THE HACKERS WANT ACCOUNTANTS' INFO: PROTECTING YOUR FIRM AND CLIENTS
Recorded Date
March 20, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other
WRITING YOUR DATA SECURITY PLAN
Recorded Date
March 18, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner
HOW THE IRS RECONSTRUCTS INCOME IN TAX FRAUD CASES
Recorded Date
March 15, 2019
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
SELECTED PRACTICAL ISSUES FACING TAX PRACTITIONERS
Recorded Date
March 13, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm
NINJA WARRIOR STRATEGY FOR ACCOUNTANTS: HOW TO STAND OUT FROM THE COMPETITION
Recorded Date
March 11, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
PRACTICAL SECURITY TIPS WHILE WORKING IN THE CLOUD
Recorded Date
December 17, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner
CYBERSECURITY: SECURITY TIPS FOR WORKING IN THE CLOUD
Recorded Date
December 6, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
ONBOARDING: ESTABLISHING THE RELATIONSHIP TO MAXIMIZE RESULTS
Recorded Date
December 4, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other
ESTATE PLANNING: PAST, PRESENT AND FUTURE OF A-B TRUSTS, PART 1
Recorded Date
July 2, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
RUNNING ON EMPTY: STOP FEELING STRESSED-OUT, BURNED-OUT AND LIVING ON TAKE OUT
Recorded Date
June 26, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner
HOW TO BECOME AN ENTREPRENEURIAL CPA AND TAKE YOUR CAREER TO THAT NEXT LEVEL
Recorded Date
June 11, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
ARTIFICIAL INTELLIGENCE: WHAT IS IT, AND WHAT CPAS NEED TO KNOW
Recorded Date
May 15, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
TAX REFORM AND PASS-THROUGH ENTITIES: WHAT YOU NEED TO KNOW ABOUT 199A, 172, ETC
Recorded Date
April 3, 2018
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
EMPLOYEES VS INDEPENDENT CONTRACTORS: RESOLVING IRS WORKER CLASSIFICATION AUDITS
Recorded Date
February 15, 2018
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
CRIMINAL TAX AND INCOME RECONSTRUCTION
Recorded Date
December 13, 2017
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other, Small Business Owner
THE HARD WORK OF BIG CHANGE: FEATURING THE CO-FOUNDER OF FAST COMPANY
Recorded Date
October 17, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner
HOW TO SELL HIGHLY PROFITABLE ENGAGEMENTS WITH EASE
Recorded Date
August 16, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Communications & Marketing
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other
TECH TIPS FOR SMALL FIRMS TO IMPROVE CLIENT SERVICE YEAR ROUND
Recorded Date
August 11, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
FREEDOM AND FLEXIBILITY: THE BENEFITS OF A VIRTUAL OFFICE
Recorded Date
July 17, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm
5 ESSENTIAL SKILLS THAT MAKE YOU AN INSPIRING LEADER
Recorded Date
July 12, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner
HOW TO ENABLE YOUR EMPLOYEES TO BE MORE EFFICIENT
Recorded Date
July 10, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm
THE SECRET TO SUCCESSFULLY MANAGING OFFICE GROWING PAINS
Recorded Date
June 27, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner
TOOLS TO STREAMLINE YOUR PROCESSES
Recorded Date
June 15, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other
SUCCEEDING WITH VIRTUAL & REMOTE TEAMS
Recorded Date
May 24, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm
BEST PRACTICES FOR CLOUD-BASED FILE SHARING
Recorded Date
May 15, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner
LEARN ABOUT THE SECURE, SIMPLE SOLUTION FOR ACCOUNTING FIRMS OF ANY SIZE
Recorded Date
May 4, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
3 TIPS FOR CULTIVATING A PRODUCTIVE MOBILE WORKFORCE
Recorded Date
April 27, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm
THE COMPETITIVE EDGE: HOW TO BUILD A DIVERSE AND EMPOWERED TEAM
Recorded Date
February 23, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner
HOW TO DELIVER EXCEPTIONAL CUSTOMER SERVICE EXPERIENCE
Recorded Date
February 15, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Small Business Owner
FROM BABY BOOMER TO MILLENNIALS: FOSTERING COLLABORATION IN THE WORKPLACE
Recorded Date
January 18, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other
HIPAA: WHAT YOU NEED TO KNOW IF YOU HAVE CLIENTS IN THE HEALTHCARE INDUSTRY
Recorded Date
January 12, 2017
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
POWERFUL TECHNOLOGIES TO GET YOUR BUSINESS READY FOR SUCCESS IN 2017
Recorded Date
December 14, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
GET READY FOR BUSY SEASON WITH SHAREFILE'S NEWEST FEATURE
Recorded Date
December 12, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm
YOUR DOCUMENT MANAGEMENT SOLUTION
Recorded Date
December 6, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner
STOP BEING JUST BUSY: 10 REAL SECRETS TO SKYROCKET YOUR PRODUCTIVITY
Recorded Date
November 17, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner
THE PATH TO PAPERLESS - MUCH EASIER WHEN YOU PICK THE RIGHT PARTNER
Recorded Date
October 20, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Small Business Owner
CREATING A CULTURE OF COLLABORATION: INCREASE WORKPLACE ENGAGEMENT
Recorded Date
October 19, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
GET THE MOST FROM YOUR DOCUMENT MANAGEMENT SYSTEM
Recorded Date
October 11, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
INNOVATE YOUR WAY TO SUCCESS: SMALL CHANGES, BIG RESULTS
Recorded Date
September 20, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
THE MOBILE REVOLUTION: ARE YOU BEING LEFT BEHIND?
Recorded Date
August 31, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Communications & Marketing
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner
3 WAYS TO TRANSFORM YOUR PRACTICE WITH DOCUMENT AUTOMATION
Recorded Date
June 28, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
10 WAYS TO BE MORE PRODUCTIVE WHEN WORKING ON THE GO
Recorded Date
June 21, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
THE MOBILE MILLENNIAL
Recorded Date
May 25, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner
YOU'VE BEEN BREACHED! NOW WHAT?
Recorded Date
May 3, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
STREAMLINE DATA SHARING WITH CLIENTS AND EXTERNAL STAKEHOLDERS
Recorded Date
August 5, 2015
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
SHAREFILE: AN EASIER WAY TO SHARE AND CONTROL DATA
Recorded Date
July 6, 2015
Cost
Free
Presentation Length
0.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
