Utilizing your Data to Drive Results
Date: Wednesday, September 4, 2024Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time]
Presenters: Jana Cinnamon, Partner, Chief Operating Officer, Abdo, Don Kreye, Business Development Manager, Abdo, Steve McDonald, CPA, Managing Partner, Abdo
Moderator:
Field of Study: Information Technology
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based
No advanced preparation or prerequisites are required for this course.
Course Description
Abdo has met with over 200 firms in the past two years to discuss how firms are currently accessing practice management data / challenges of data integrity / how firms can implement best practices to ensure efficient visibility to data to manage their firms. We have found almost all firms have challenges with the integrity of their data, desire to "clean up" their data, and unfortunately only use static, PM reporting that does not provide the data they need to drive decisions. We tell our clients all day long they need the best data available to manage their business, its time CPA firms have the opportunity to do the same! In this three part series, we will provide practical steps to ensure your firm has real time, reliable data to efficiently manage your firm, with measurable results.
Once registered, you will receive zoom links for all three MAPCasts. The series build on each other. Register once and receive all three webinars!
Have a conflict with a date or register for the series after the first or second webinar has passed? No worries! Those that register will receive links to view the webinars past or missed, so that you can still have access to all content, even if you miss one of the live broadcasts. Replays are available for all sessions even if you purchased the series after the date of the live broadcast. Please note you will not be eligible for CPE credit unless you watch and participate in the live MAPCast.
Presenter and Moderator Bios
Presenter: Jana Cinnamon, Partner, Chief Operating Officer, Abdo
Presenter: Don Kreye, Business Development Manager, Abdo
Presenter: Steve McDonald, CPA, Managing Partner, Abdo
This MAPCast is part of the following series:Value of Data to Manage Your CPA Firm
#1 Data Integrity and Current Process
June 5, 3:00pm EST
#2 Cleaning Up Your Data
August 7, 3:00pm EST
#3 Utilizing your Data to Drive Results
September 4, 3:00pm EST
The entire series can be purchased at a discount for:
$99.00 for Members / $180.00 for Non-Members / Free for PAFMS
Delivery System
- All programs are delivered using the Zoom platform.
- Confirmations will include log-in instructions.
- Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
- All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
- There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.
Registration
All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.
Refund Policy
CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.
Additional Information
Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.
For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.
What is an CPAFMA MAPCast?
An CPAFMA MAPCast is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.
Note that high-speed Internet access is not mandatory.
Who presents at an CPAFMA MAPCast?
Your MAPCast will have one or more speakers who are recognized experts on the topic. MAPCasts typically include a Q&A session; you can ask questions by audio or chat options.
CPE Credits
CPAFMA 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.
MAPCasts with an HR focus have been approved for recertification credit hours toward PHR and SPHR recertification through the Human Resources Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org.
MAPCasts qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.
Why CPAFMA MAPCasts?
Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.
Convenient.
No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your own device or conference room.
Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.
Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.
Affordable.
CPAFMA MAPCasts are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.
CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for MAPCasts. PCPS members should indicate their membership when registering.