CPA - small firm
CPA - medium firm
Small Business Owner
Are you up to speed with the rapid growth of instant payment options in the U.S. and the launch of the Federal Reserve's instant payment network—FedNow? CPA firm owners should join this course to gain a deep understanding of old and new instant payment technology and the benefits for U.S. businesses that adopt instant payment options. Gain invaluable insights into improving AR with streamlined workflows, learn the pros and cons between different payment options, and discover why some experts are calling FedNow the end of ACH. Stay ahead of the curve by understanding the consumer instant payments experience and by learning how to translate that to the business domain. Explore the global adoption landscape of instant payment technology worldwide and broaden your perspective. Equip yourself with knowledge and discover the benefits instant payments can bring to your public accounting firm and your clients.
Learning Objectives:
- Summarize what instant payment options exist in the U.S. and globally
- Determine how to meet the growing expectations of small business clients in the current payments landscape
- Identify why outdated payment options are holding businesses back
- Outline how instant payments improve workflow and reconciliation
- Recall tips on coaching your clients to implement instant payment technology
Nick Chandi
Forwardly
Chief Executive Officer
nick@forwardai.com
(877) 551-2220
Nick Chandi is the CEO and co-founder of ForwardAI, a fast-growing company providing technology to banks, lenders, fintechs, accountants, and bookkeepers. As CEO, Nick oversees all levels of the organization, including senior leadership, marketing, HR, sales, product, business strategy, and customer service. He is a serial entrepreneur and, before ForwardAI, built and exited multiple successful businesses during his two decades in accounting technology and finance.
Nick is a co-chair of the BC Tech CEO Scale C-Council, a regular contributor to the Forbes Finance Council, and has been an expert judge for multiple awards, including the American Business Awards, Globee Awards, and FinTech MassChallenge, among others. Nick has an MBA and BEng and often touches on his education and experience when mentoring other CEOs and speaking at fintech, business, and accounting events, discussing small business issues, including technology, payments, and lending practices.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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