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Self-Study CPE
HOW TO PREPARE A BUSINESS PLAN AND SECURE FINANCING
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Techtsunami tsheets

PREPARING YOUR FIRM FOR THE COMING TECH TSUNAMI

Available Date(s) Tuesday, September 12, 2017

Start Time
04:00PM EDT

Cost Free   CPE Credits 1.0 hour   Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
Other 
Course Description

There's a storm coming — a storm that threatens to wash your firm and your clients away. It's called a tech tsunami — and the time to prepare is NOW.

What's a tech tsunami? It's the perfect storm that forms when the 4 biggest forces in business financial tech come together. They are: social media, mobile technology, AI analytics, and, of course, the cloud. With a little preparation, those 4 forces can work with you to help you grow your firm and take on more clients. But ignore the tech tsunami and it'll wash your clients away.

Fortunately, TSheets has partnered with accounting experts Jim McGinnis and Misty Megia to develop a few survival tactics to help CPAs everywhere prepare for the tech tsunami. Join us for this 60-minute webinar to get the inside scoop.

Learning Objectives

  • Actionable steps to take your firm to the cloud take this summer.

  • Learn how to use the 4 forces in tech to become an indispensable trusted advisor.

  • Simple steps to create a unique presence on social media and connect with your clients!

Testimonials

"An excellent well-balanced informational webinar. I would recommend it to any one before moving to the cloud!"

"Thank you for all the graphs specially for me Good, Better, Best and Cloud apps to Consider. I am slow to change and this information was an eye opener."

"The webinar helped me to gain insights I had either no knowledge of or little knowledge of. The speaker gave pointers on where I could go to get on the new technology. New technology is making changes and to gain profit we business owners need catch on or get left behind."

"Very enlightening - Jim's presentation certainly opened my eyes to new opportunities in tech for both my clients and my consulting group. Would like to better understand each platform's scale ability, integration costs, hosting fees, and maintenance burden."

"It was a very inspiring webinar, we are living times in which adaptation to everyday technology is not an option but our duty, so we can offer a better work for all our clients."

"Excellent presentation"

Jim McGinnis

TSheets
Strategic Advisor

Tsheets Linkedin

Jim McGinnis is currently serving as a Strategic Advisor to the TSheets Accountant Group. Prior to that Jim led Accountant teams at Intuit since joining in 2010. While there, he led the ProAdvisor program growing membership from 50K to the 200K ProAdvisors today. He led the launch of QuickBooks Online Accountant providing this valuable Free tool to Accountants to help manage their Firm and their clients’ QuickBooks. Finally, he led the rollout of Intuit’s “Firm of the Future” helping Accountants Get on the Cloud, Become Trusted Advisors, and Grow Their Practice. For this, he was recognized as one of the Top 100 Most Influential People in the Accounting Industry by Accounting Today in 2015 and 2016.

Before Intuit, Jim was EVP and GM of Activision’s $400M Licensed Products Division, where he was responsible for videogames associated with blockbuster movies franchises such as Shrek, Transformers, James Bond, and Spiderman.

Prior to his time there, Jim led marketing for PepsiCo’s Tropicana business, where he was responsible for the company’s $3B juice and juice drink portfolio, led marketing for Smiths Snackfood in Australia, and introduced P&G’s detergent portfolio into China and Argentina.

Jim received his B.A. from Duke University and his MBA from the Kellogg Graduate School of Management. He is a member of the Economic Club of Chicago, and the Chicago Yacht Club. Jim is married and has two young sons, James and Charlie.

Misty Megia

TSheets
Head of Accounting Programs and Education
misty@tsheets.com
(650) 560-4068

Tsheets Linkedin

Misty Megia (@MistyMegia) is a business strategist extraordinaire. With over 20 years experience in market strategy, project management, public speaking, corporate branding and channel marketing, Misty has driven success for multiple companies across a variety of industries from hardware manufacturing, software developers, green energy, education and more.

Misty’s powerful methods in helping businesses to create new revenue streams, develop their brand, streamline operations and bring a fresh eye to a company have positioned her as a leader in her field. Most recently, she worked with established thought leader Doug Sleeter, as Executive Director for The Sleeter Group where she managed the day-to-day operations of the company and established strong partnerships in the community to build on the trusted brand. After three short years working with the accounting industry, Misty was honored as one of the Most Powerful Women in Accounting by CPA Practice Advisor.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (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: www.nasbaregistry.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211