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Rightworks
(888) 210-0237
www.rightworks.com

Rightworks is the preeminent accounting platform bringing together best-in-class accounting technology, data sharing and collaboration, productivity tools, and world-class guidance and support to make you more productive and more profitable.

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     
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Molly Boddy

Rightworks
Director of Product Marketing, Rightworks
mboddy@rightworks.com
(888) 210-0237

Professional Bio.

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Derek Distin

Rightworks
Senior Director of Support and Success, Software Products
ddistin@rightnetworks.com
(888) 210-0237

Professional Bio.

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Joe Dwyer

Rightworks
VP & General Manager
jdwyer@rightnetworks.com
(888) 417-4448

Professional Bio.

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Roman H. Kepczyk, CPA, CITP, CGMA

Rightworks
Director of Firm Technology Strategy
roman@rightworks.com
(678) 495-0508

Professional Bio.

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Darren Root

Rightworks
Growth Strategist
(866) 887-0429

Professional Bio.