Archived Webinars
MAXIMIZING AI TOOLS FOR ACCOUNTANTS: INTRODUCTION TO AI AGENTS
Recorded Date
March 18, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Intermediate
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
STRATEGIC TECHNOLOGY MANAGEMENT IN A WORLD OF ACCELERATING CHANGE
Recorded Date
February 20, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
CREATING A RESILIENT SECURITY AND COMPLIANCE FRAMEWORK FOR YOUR FIRM
Recorded Date
January 21, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
CYBERSECURITY IN THE AGE OF AI: PROTECTING YOUR FIRM FROM EVOLVING ATTACKS
Recorded Date
November 5, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
AI & CHATGPT ADOPTION FOR THE MODERN FIRM
Recorded Date
April 25, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm
OPTIMIZING YOUR FIRM'S TECHNOLOGY STACK
Recorded Date
March 7, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm
REVOLUTIONIZING YOUR FIRM: MAKING THE MOVE TO CLOUD ACCOUNTING
Recorded Date
January 30, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
CYBERSTEALTH: 22 MOVES TO HIDE YOUR FIRM FROM CYBERTHIEVES
Recorded Date
August 23, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm
GETTING TO THE HEART OF CLOUD-STRATEGIES: PLANNING FOR SUCCESS
Recorded Date
April 28, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
CYBERSECURITY CHECKLIST ESSENTIALS FOR ACCOUNTING FIRMS
Recorded Date
August 18, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm
OPTIMAL EQUIPMENT FOR TODAY'S ACCOUNTING FIRM TECH STACK
Recorded Date
August 3, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner
HOW THE RIGHT ACCOUNTING FIRM TECH STACK TRANSFORMS CAAS
Recorded Date
June 28, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm
HOW TO HOST YOUR TAX SEASON 2022 DEBRIEF
Recorded Date
May 11, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other
CYBERSECURITY ESSENTIALS FOR ACCOUNTING FIRMS
Recorded Date
December 15, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other
CYBERSECURITY AND THE MODERN FIRM®
Recorded Date
December 14, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other
STRATEGIC TECHNOLOGY OUTLOOK FOR ACCOUNTING FIRMS
Recorded Date
November 30, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other
EVALUATING THE FIRM TO MAKE SOUND RECRUITING DECISIONS
Recorded Date
November 18, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personnel/Human Resources
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm
COLLABORATING WHILE REMOTE
Recorded Date
October 5, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personnel/Human Resources
Course Level
Basic
Who Should Attend
Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner
HOW TO BUILD YOUR ACCOUNTING TECH STACK
Recorded Date
September 23, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other
LEAN FIRM ADMINISTRATION AND MANAGEMENT
Recorded Date
August 26, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner
LEAN ASSURANCE AND ACCOUNTING
Recorded Date
August 19, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner
LEAN SIX SIGMA ACCOUNTING FIRM TAX OPTIMIZATION
Recorded Date
August 12, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner
LEAN SIX SIGMA ESSENTIALS
Recorded Date
August 5, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner
DATA-DRIVEN ACCOUNTANT: FINANCIAL ANALYTICS FOR ACQUIRING & RETAINING CUSTOMERS
Recorded Date
May 26, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
ELEVATE QUICKBOOKS DESKTOP TO THE NEXT LEVEL WITH RIGHT NETWORKS & RECEIPT BANK
Recorded Date
January 21, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other
REMOTE WORKPLACE TRENDS AND TECHS
Recorded Date
December 19, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
TECH 2022: WHAT TECHS SHOULD YOU BE CONSIDERING IN THE FUTURE?
Recorded Date
December 18, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other
IT CONSIDERATIONS IN M&A
Recorded Date
December 12, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm
ACCOUNTING SOFTWARE 2019: A COMPARISON OF TOP APPLICATIONS & ADVICE FOR BEST USE
Recorded Date
December 9, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other
SECURITY IN THE CLOUD: HOW TO PROTECT YOUR BUSINESS AND YOUR DATA
Recorded Date
November 26, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
2019 CPA FIRM TECH, TRENDS AND DISRUPTERS
Recorded Date
November 11, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
CPA CYBERSECURITY 101: YOUR ROLE IN PROTECTING YOUR FIRM
Recorded Date
November 7, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm
TRANSITIONING FROM COMPLIANCE TO ADVISORY
Recorded Date
November 4, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm
MOVING FROM COMPLIANCE TO ADVISORY: FIRST STEPS & TECH STACKS TO DELIVER SUCCESS
Recorded Date
October 29, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other
BUSINESS ADVISORY SERVICES: IT'S NOT WHAT YOU THINK IT IS!
Recorded Date
October 21, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
QUICKBOOKS: DATA INTEGRATION TAKES CENTER STAGE
Recorded Date
October 3, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm
SCALING UP: WHY SMALL BUSINESS OWNERS FAIL TO SCALE AND WHAT YOU CAN DO ABOUT IT
Recorded Date
October 2, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, Other, Small Business Owner
IT INFRASTRUCTURE UPDATE
Recorded Date
September 17, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm
DISCOVER YOUR SUPERPOWER: DOUBLE YOUR REVENUE & MAKE YOUR CLIENTS' LIVES BETTER
Recorded Date
August 29, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other
LEAN ADMINISTRATIVE PRODUCTION TO IMPROVE YOUR FIRM
Recorded Date
July 18, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Management Services
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm
CRM SOFTWARE 2019: A COMPARISON OF THE TOP APPLICATIONS AND ADVICE FOR BEST USE
Recorded Date
July 8, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner
TAX SEASON DEBRIEF
Recorded Date
May 6, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm
2019 CPAFMA DIGITALLY DRIVEN FIRM SURVEY RESULTS
Recorded Date
April 10, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm
TAKE YOUR QUICKBOOKS DESKTOP TO THE NEXT LEVEL: LEVERAGE THE CLOUD TO GROW
Recorded Date
November 5, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
WHAT'S NEW IN QUICKBOOKS 2018? LEVERAGE THE CLOUD FOR YOUR FAVORITE DESKTOP APP
Recorded Date
November 7, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner
EASY STEPS TO CLOUD-ENABLE YOUR CLIENTS
Recorded Date
October 17, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
BUILD A VIRTUAL PRACTICE: INTEGRATING QUICKBOOKS DESKTOP AND OFFICE 365
Recorded Date
January 24, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
POWER YOUR FIRM WITH QUICKBOOKS DESKTOP AND QVINCI FOR ACCOUNTANTS
Recorded Date
December 12, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm
INTRO TO INVENTORY MANAGEMENT: UNDERSTANDING QUICKBOOKS DESKTOP AND ACCTIVATE
Recorded Date
October 19, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm
TAKING QUICKBOOKS DESKTOP BEYOND THE 4 WALLS OF YOUR BUSINESS
Recorded Date
September 29, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
QUICKBOOKS DESKTOP: TRANSFORM YOUR DESKTOP INTO AN ONLINE COLLABORATIVE SOLUTION
Recorded Date
June 29, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
HIT YOUR BUSINESS TARGETS BY HARNESSING THE POWER OF THE CLOUD
Recorded Date
July 23, 2014
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
Molly Boddy
Rightworks
Director of Product Marketing, Rightworks
mboddy@rightworks.com
(888) 210-0237
Derek Distin
Rightworks
Senior Director of Support and Success, Software Products
ddistin@rightnetworks.com
(888) 210-0237
Roman H. Kepczyk, CPA, CITP, CGMA
Rightworks
Director of Firm Technology Strategy
roman@rightworks.com
(678) 495-0508
