Content Provider
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Free cpe webinars
CPA Firm’s Guide To Revolutionizing Workflows With Instant Payments


Available Date(s)
Wednesday, October 18, 2023: 1:00PM EDT
Tuesday, November 21, 2023: 2:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Management Services
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

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  • Identify why outdated payment options are holding businesses back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

Chief Executive Officer
(877) 551-2220

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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.

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NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Forwardly, the cutting-edge B2B payment solution developed by ForwardAI, is revolutionizing how small businesses receive payments. The real-time payment-enabled platform empowers small businesses to get paid three days earlier, 24/7/365. With Forwardly, businesses and accountants gain the power to manage their cash flow through instant payments effortlessly, ensuring quicker access to funds and eliminating unnecessary processing delays and high fees.