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Free cpe webinars
Three Tools To Reduce Poverty, Strengthen Communities, and Grow Your Practice

THREE TOOLS TO REDUCE POVERTY, STRENGTHEN COMMUNITIES, AND GROW YOUR PRACTICE

This webinar was previously titled "THREE TOOLS TO REDUCE POVERTY AND STRENGTHEN COMMUNITIES"
Cost Free
Presentation Length 1.0 hour

Recorded DateJune 12, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Strong basic financial knowledge (or the lack thereof) has a dramatic effect on virtually every area of our lives…well beyond our wallets. Money chaos destroys families and dreams while undermining our community’s financial and strategic health. That effect can last for generations—with no end in sight.

In this lively and engaging webinar, attendees will learn key metrics of financial health and their impacts on our family, friends, and community. We will explore current economic conditions and their potential effect on the coming 12 to 24 months. Attendees will also discover some simple yet innovative tools to help local families right now AND stop the money madness rollercoaster that is wreaking havoc in your community—right in its tracks.

Learning Objectives:


  • Determine how key financial metrics have changed in the last few years—and what to expect next

  • Recognize the unspoken impacts of financial chaos and distress on the lives of those we love—especially children, teens, and seniors

  • Evaluate how inflation and escalating costs are providing a unique opportunity to support local families on their journey to financial self-sufficiency

  • Identify what your community needs and learn how you can simply and sustainably grow your practice while strengthening the economic and emotional well-being of your family, your friends, and your neighbors with fun and practical “Habits for Financial Humanity” tools

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Debbie Todd, has been a CPA since 1999 and her career spans public accounting, governmental finance and treasury with focus on taxes, bond issuance and audits (nationally published) and regulatory compliance in public utilities and academic healthcare before starting her own private practice, iCompass Compliance Solutions, a boutique tax and consulting firm in the beautiful Pacific Northwest, in 2013. 

During Debbie’s career, her passion to help others led to teaching core financial literacy skills to women in transition to self-sufficiency, then designing fun money education programs for families in crisis as well as teens and children through Dollars and Good Sense Foundation, a 501c3 registered charity.
 

About Our Presenter

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iCompass is an dynamic tax, accounting, financial management and regulatory compliance consulting CPA Firm, focused on helping families, subcontractors, small businesses,municipalities and governmental prime contractors effectively identify and solve the complex financial and regulatory decisions plaguing their organizations today. 

Additionally, our alliance partners bring a wealth of expertise in human resources, organizational development and SMART lean change management.

Over the years, iCCS team members have earned a reputation for excellence in the field of finance, accounting, compliance, implementation & consulting services. Our team offers expert advice and support for a wide range of processes and structures within your company – from short-term operational solutions to long-term strategic goals.      

In addition to tax and small business strategy, we have a special niche expertise in improving tax-exempt governmental policies, procedures and contracting processes as well as implmenting effective post issuance compliance programs for municipal issuers and conduit borrowers via our Issuer 2 Issuer.com site.