Upcoming Events & Webinars


June, 2023

Future-Proof Your Finance Operations with Automation
calendar_today Jun 12, 2023, 6:00 PM - Jun 12, 2023, 7:00 PMlocation_onWebinar

During this webinar, you will hear insights from manufacturing industry expert Dave Glennon, partner with accounting and consulting firm Eide Bailly. You will also hear how Colin King, CFO of USA Brands, streamlined finance operations to support the company's growth. By attending this webinar, you will learn:

  • How to recognize when it's the right time to automate your back office,

  • How automation can help scale your operations, and

  • What businesses should keep in mind when considering finance automation.

How to Optimize B2B Payments for Your Business
calendar_today Jun 13, 2023, 6:00 PM - Jun 13, 2023, 7:00 PMlocation_onWebinar

The number of B2B payment choices has grown over the years. During this webinar, we'll discuss what businesses need to consider in order to choose the best payment strategies, including:

  • The cost, speed, and convenience tradeoffs of various B2B payment options,

  • Which payment methods are best suited for different scenarios,

  • How to work with vendors to optimize payment choices, and

  • How automation can help streamline the entire approval, payment, and reconciliation process.

How to Develop and Implement an Efficient Approval Workflow
calendar_today Jun 20, 2023, 7:00 PM - Jun 20, 2023, 8:00 PMlocation_onWebinar

By attending this webinar, you'll learn best practices for developing an accounts payable approval workflow that improves the efficiency of your overall payment process while reinforcing separation of duties and organizational transparency.

Increase Your Margins and Value with AP Automation
calendar_today Jun 21, 2023, 6:00 PM - Jun 21, 2023, 7:00 PMlocation_onWebinar

It’s time for accounting firms to re-imagine their value and lean into the impact they have on their client’s businesses and lives. Clients rely on their firms and need them to step up, expand beyond traditional services, and deliver greater strategic insight and value. In this webinar, Don Thompson, Manager of Growth Marketing at BILL, will walk through data gathered by Goldman Sachs Equity Research and IBIS World Research around the inefficiencies of today’s manual bill pay process, and how automation is changing the game. The session will further include a demo of BILL and information about partnering together.

Learning Objectives:

  • Outline the total opportunity of offering Accounts Payable in the industry today

  • Summarize the differences in value perceptions between accounting firms and clients

  • Recognize how automation may help you standardize and scale your AP offering

  • Conclude more about the value of real-time data at your fingertips Identify how a messy manual process can be transformed into four simple steps

State of the CPA Profession
calendar_today Jun 22, 2023, 5:00 PM - Jun 22, 2023, 6:00 PMlocation_onWebinar

What is occurring in the CPA profession? How did we get there? How can a firm benefit from the changes in the profession? The Visionary Group will discuss how the industry has evolved to its current state and what a firm can do to measure their risk and assess the opportunity in the market. Participants will walk away with specific steps to build the enterprise value of their firm.

This session will:

  • Focus on ways a firm can take progressive steps to increase profitability

  • Explain the benefits of a continuous client culling process

  • Discuss how to value price, demonstrate how to expand capacity, and explain how to launch or expand an advisory practice without using your staff. 

  • Help a firm assess if an internal succession is feasible and walk through why there are so many mergers and acquisitions happening.

Revamp Your AP Process
calendar_today Jun 27, 2023, 5:00 PM - Jun 27, 2023, 6:00 PMlocation_onWebinar

Is your organization ready to revamp its AP process?

With the help of automation, you need not search through paper files to locate invoices. Nor do you have to chase down signatures or mail checks. By attending this webinar, you will learn how to apply advances in automation to:

  • Simplify management of invoices,

  • Streamline approvals,

  • Expand payment options, and

  • Accelerate reconciliation.


July, 2023

How to Achieve a Smooth Month-End Close
calendar_today Jul 11, 2023, 4:00 PM - Jul 11, 2023, 5:00 PMlocation_onWebinar

Accounting teams typically spend at least a third of the month closing the books and producing financial statements. By attending this webinar, you'll learn how to improve the month-end close process, including how to:

  • Assemble your closing checklist,

  • Communicate with your team, organization, and other stakeholders,

  • Address issues, such as those concerning accruals, that can arise during the month-end close,

  • Manage payables effectively, and

  • Apply best practices for reviewing financial statements and preparing commentary about them.


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