Join us for a thought leadership event for CPA Firms If you are a firm running on multiple systems and looking to gain efficiency, take your firm to the next level.

Future-Proof Your CPA Firm

Sign up and we will save you a seat at our closest event to set your firm up for success - plus, earn 3 CPE credits for attending!

Listen to learn why you should attend

We are helping firms make changes so they can thrive.

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.

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.

  • 8:00 – 8:20 am Check-in and Breakfast in person
  • 8:30 am Presentation begins
  • 8:45 am – 9:15 am Steps to building a better firm
  • 9:15 am – 9:45 am Brand Capital deep dive
  • 9:45 am – 10:15 am Financial Capital deep dive
  • 10:15 – 10:30 am Break
  • 10:30 am – 11:00 am Presentation continues with Human Capital deep dive
  • 11:00 am – 11: 15 am Systems Capital
  • 11:15 am – 11:30 am Is your firm positioned to sell?
  • 11:30 am – 11:45 am Is your firm positioned to acquire other firms?
  • 11:45 am – 12:00 pm Q & A
Tim Moy

Tim Moy

Managing Partner, CPA, CGMA

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

Dirk Shimpach

Founding Partner, CPA

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.

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: 3 hours

CPE Credits: 3 credits

Cost: Free

Refund Policy: Non-refundable

Terms and Conditions

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

Summit Opportunities

Future-Proof your Firm

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