Join us for a thought leadership event for CPA Firms
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!
Save your seat
Earn 3 CPE Credits
Program description and schedule below:
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Identify what metrics matter and how to measure them effectively. |
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Find Opportunities to leverage automation as well as technology to improve visibility and efficiency in your firm. |
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Identify the steps your firm should take to leverage your human capital, brand capital, and financial capital. |
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
Who Should Attend?
Firm Owners, Managing Partners & Firm Administrators
If you are a firm running on more than one system and looking to gain efficiency and take your firm to the next level.
Learn from industry experts
Join our panelists for a discussion and Q&A about how they've created winning strategies at their firms.
Tim Moy, CPA, CGMA
Managing Partner
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, CPA
Founding Partner
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.
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Summit Locations
Austin, TX - May 24
Chicago, IL - May 11
Columbus, OH - May 31
Dallas, TX - May 23
Denver, CO - July 12
Houston, TX - May 26
Indianapolis, IN - June 1
Jacksonville, FL - June 23
Las Vegas, NV - June 8
Los Angeles, CA - June 13
New York City, NY - May 16
Orlando, FL - June 22
Philadelphia, PA - May 17
San Antonio, TX - May 25
San Diego, CA - June 14
San Francisco, CA - June 15
Schedule
- 8:00 – 8:20 am Check-in and Breakfast
- 8:30 am Presentation begins
- 8:45 – 9:15 am Steps to building a better firm
- 9:15 – 9:45 am Brand Capital deep dive
- 9:45 – 10:15 am Financial Capital deep dive
- 10:15 – 10:30 am Break
- 10:30 – 11:00 am Presentation continues with Human Capital deep dive
- 11:00 – 11: 15 am Systems Capital
- 11:15 – 11:30 am Is your firm positioned to sell?
- 11:30 – 11:45 am Is your firm positioned to acquire other firms?
- 11:45 – Noon The power of “community” and take the first steps to future-proof your firm
- Noon – 12:30 pm Q&A
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
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