Redefining Value Webinar Series

This webinar series is designed to provide an in-depth understanding of the changing landscape of accounting and the increasing demand for value-added services. The series focuses on the evolving role of accountants—how they can leverage new technologies and tools to provide more value to their firm and clients, develop new service offerings, and effectively communicate the value of services.

  • [SECTION] Upcoming Webinars

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  • June 6 at 10 am PT: Elements of Strategy to Help Firms Redefine Value

    June 6 at 10 am PT: Elements of Strategy to Help Firms Redefine Value

    In this masterclass, Amy Franko will discuss a better way to set strategy that can help your firm to be more productive, agile, and successful than approaches of the past.

    Register Here
  • June 7 at 11 am PT: Streamline Your Workflow with App Stacking

    June 7 at 11 am PT: Streamline Your Workflow with App Stacking

    Liz Scott hosts a webinar on App Stacking. In this webinar, we'll explore the concept of app stacking - the practice of using multiple apps together to create a more efficient workflow.

    Register Here
  • June 22 at 10am PT: State of the CPA Profession

    June 22 at 10am PT: State of the CPA Profession

    The Visionary Group will discuss how the CPA industry has evolved to its current state and what a firm can do to measure their risk and assess the opportunity in the market.

    Register Here
  • July 18 at 10am PT: Beyond the Invoice – 3 Ways AP can Deliver Value to Growing Businesses

    July 18 at 10am PT: Beyond the Invoice – 3 Ways AP can Deliver Value to Growing Businesses

    This webinar will look at the Accounts Payable (AP) technology investments and best practices that can help businesses improve operational efficiency and drive revenue growth in these turbulent times.

    Register Here
  • July 26 at 9:30am PT: “But my client won’t...” Influencing Clients to Change

    July 26 at 9:30am PT: “But my client won’t...” Influencing Clients to Change

    In this session, Will Hill will dig into the strategic approach your firm can take to help your clients willingly make the valued adjustment opportunities you are bringing to them.

    Register Here
  • [SECTION] Coming Soon

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  • June 15 at 11am PT: How to Fire Half Your Clients, Increase Your Revenue, and Work Fewer Hours

    June 15 at 11am PT: How to Fire Half Your Clients, Increase Your Revenue, and Work Fewer Hours

    Greg Kyte and Adam Broud will discuss what you need to do to develop a robust advisory practice, why those fundamentals are important, and how you will personally benefit from implementing them.

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  • July 11 at 11am PT: Understanding Cybersecurity Options: How Non-Techies Can Mitigate Malware Risks

    July 11 at 11am PT: Understanding Cybersecurity Options: How Non-Techies Can Mitigate Malware Risks

    Donny Shimamoto presents this webinar designed specifically for non-techies to learn the major cybersecurity risk areas and the types of options of solutions to help mitigate your risk

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  • July 20 at 8am PT: Redefining the Value of Your Firm’s Business Model

    July 20 at 8am PT: Redefining the Value of Your Firm’s Business Model

    In this webinar, Jason Blumer will dive into a firm’s business model, figure out what makes it valuable, and discuss some decisions to make to evolve into what you are meant to be

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  • August 23 at 10am PT: How to Transform AP into an Information Hub

    August 23 at 10am PT: How to Transform AP into an Information Hub

    This webinar will look at how businesses are unlocking the information that flows through their Accounts Payable (AP) department to better manage their cash flow, control spending and expenses, and im

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  • Sept 26 at 10am PT: Redefine Value with Client Selection, Qualification, and Curation

    Sept 26 at 10am PT: Redefine Value with Client Selection, Qualification, and Curation

    Amy Franko discusses the two foundational elements in any firm: your people and your clients. As firms continue to find ways to redefine value, they're evaluating everything related to their clients.

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  • Nov 14 at 9am PT: Rapport to Relationship: Business Development Conversations to Elevate Value

    Nov 14 at 9am PT: Rapport to Relationship: Business Development Conversations to Elevate Value

    One of the most versatile skills in your toolkit that can be applied to nearly every client situation is using the business development conversation to go from initial rapport to valued relationship.

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  • Jan 16, 2024 at 10am PT: The Value Spectrum: Your Firm’s Pathway to Amplify Loyalty & Growth

    Jan 16, 2024 at 10am PT: The Value Spectrum: Your Firm’s Pathway to Amplify Loyalty & Growth

    The Value Spectrum can help you and your firm to more successfully create and sustain loyalty, and therefore accomplish stronger growth.

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  • [SECTION]On-Demand Content

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  • Webinar: The Value of Belonging

    Webinar: The Value of Belonging

    Jina Etienne hosts this webinar on belonging. As research and studies look more closely at belonging, the data is clear organizations where employees feel a strong sense of belonging perform better.

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  • The Post-Pandemic Firm: Redefining Value in a World That Completely Changed

    The Post-Pandemic Firm: Redefining Value in a World That Completely Changed

    This panel explores how the current environment is pushing us to redefine our tools, our clients, our pricing, and even what it means to be an accountant.

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  • 10 Best Practices to Secure Your Firm

    10 Best Practices to Secure Your Firm

    With the rise of cyber-attacks and data breaches, it's important to take steps to protect your firm and data. In this webinar hosted Liz Scott, she will cover 10 best practices to secure your firm.

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  • Redefining the Value of Your Time: Unlock Productivity, Balance & Fulfillment

    Redefining the Value of Your Time: Unlock Productivity, Balance & Fulfillment

    In this webinar and blog, Mindy Levy provides practical strategies for valuing your time, defining your priorities, and effectively managing your time while using technology.

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