Future-Proof Your CPA Firm
A Thought Leadership Event for Modern CPA Firms
If your firm is running on multiple systems and you’re looking to streamline operations, gain efficiency, and prepare for growth—this event is for you.
Sign up today and we’ll save you a seat at the event closest to you—plus, earn 3 CPE credits for attending!
Listen to learn why you should attend
We are helping firms make changes so they can thrive.
- Leverage Human Capital
- Leverage Your Brand Capital
- Leverage Your Financial Capital
Learn from industry experts
Join our panelists for a discussion and Q&A about how they’ve created winning strategies at their firms.
Who Should attend?
Firm Owners, Managing Partners & Firm Administrators
If you are a firm running on multiple systems and looking to gain efficiency, take your firm to the next level.
- Presentation begins and speaker intros
- Steps to building a better firm
- Brand Capital deep dive
- Financial Capital deep dive
- Human Capital deep dive
- Systems Capital deep dive
- Is your firm positioned to sell?
- Is your firm positioned to acquire other firms?
- Q & A
Tim Moy
Managing Partner, CPA, CGMA
MBE CPAs
Since 2000, MBE has grown from two professionals to over 125. Before MBE, Tim worked with several established CPA firms and as a controller for construction, retail, and hospitality firms. Tim has also been on the board of successful startups in manufacturing, technology, retail, real estate, and professional service firms.
Dirk Shimpach
Founding Partner, CPA
goVirtualOffice
A former Controller, Financial Analyst and CPA, Dirk spent over a decade in business management roles. This allows him to quickly understand opportunities for improvement across all business departments from sales and marketing to finance and operations. He has over 20 years in CRM, ERP and Accounting software.
Earn 3 CPE Credits
Metrics That Matter
Identify what metrics matter and how to measure them effectively.
Leverage Automation
Find opportunities to leverage automation as well as technology to improve visibility and efficiency in your firm.
Drive Profit
Identify the steps your firm should take to leverage your human capital, brand capital, and financial capital.
CPE Credits: Encoursa
Program Description: Find out the importance of centralizing your data to improve operational efficiency, the use of automation, and how to make data-driven decisions using the metrics that matter. Align your team and break down barriers to foster a better culture and efficiency that leads to being a more profitable firm.
We will outline the high-level benefits of an ERP and how to increase efficiency, compliance, and enhanced client service.
Next, find out how to position your firm to acquire or get ready to sell by providing transparency in your business data.
Subject Area: Business Management & Organization
Course Level: Basic
Instruction Method: Live event
Prerequisites: None
Advanced Preparation: None
Series: No
Webinar Length: 1 hour
CPE Credits: 1 credit
Cost: Free
Refund Policy: Non-refundable
CPE Provider Statement:
Encoursa 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: NASBAregistry.org.
Sponsored by PracticeERP & Oracle NetSuite
Bonus Learning: AI Webinar Series
Want to see what AI can do for your firm? Join our AI Webinar Series to explore insights and real-world strategies that drive performance.
Inside the series:
▶️ From Data to Decisions: AI’s Role in Client’s Advisory Services
▶️ AI in CAS and Decision: The Ethical Edge
▶️ Led Gen and Client Retention
▶️ Real-World Wins for Accounting Firms: Practical
Examples With Measurable Impact