Tyler Menzer, Bogdan Constantin

Webcast - 1 Credits - Information Technology

This course was recorded live at the 2023 New Money Summit.

Cryptocurrency has gained significant popularity and is transforming various industries, but it also comes with its fair share of challenges and considerations.

Bogdan Constantin

Webcast - 1 Credits - Communications & Marketing

This course was recorded live at the 2023 New Money Summit.

Unlock the power of automation in marketing with this transformative course, designed specifically for CPAs and accounting professionals. In a world where marketing can often be the key differentiator between success and stagnation, learn how to construct a marketing machine that not only generates leads but also nurtures them effectively and predictably with minimal time investment. This session promises to equip you with actionable strategies and insights to automate your marketing efforts. Through a blend of theory and practical examples, you will discover how to turn your marketing into a self-sustaining ecosystem that continually cultivates high-quality leads, allowing you to focus on what you do best without having to worry about where future business comes from.

Lorilyn Wilson, CPA

Webcast - 1 Credits - Communications & Marketing

This course was recorded live at the 2023 New Money Summit.

Whether you’re just dipping your toe in or already have a consistent social media presence – come join Lorilyn as she guides you through a strategic framework for creating content online. Items to be discussed include: how NOT to get started, foundational components of your social strategy, topics & cadence of posting, as well as measurements of success.

Orumé Hays, CPA, CGMA, MST, Ashley Francis, CPA

Webcast - 1 Credits - Computer Software & Applications

The course was filmed live at the 2023 New Money Summit.

As the modern finance world rapidly evolves with digital technologies, it’s essential for tax professionals to become proficient in harnessing AI to streamline tax operations and decision-making processes. Artificial Intelligence in accounting practices can increase efficiency, reduce overhead, streamline client relations, and aid in day-to-day technical tasks.

Sabrina P. Cook, CPA

Webcast - 1 Credits - Computer Software & Applications

The course was filmed live at the 2023 New Money Summit.

Over the course of an hour, we will delve into the transformative world of digital note-taking, specifically tailored for the dynamic needs of accounting and financial professionals. We’ll explore a range of products and compatible software that redefine the efficiency and accuracy of note-keeping in our field.

1. Feature Comparison by Product: We will systematically compare features of leading digital note-taking tools, examining how each can be optimally utilized in various scenarios. Participants will gain a comprehensive understanding of what each tool offers.
2. Best Practices: This segment focuses on integrating digital note-taking into your daily workflow. We’ll discuss strategies for data organization, security protocols, and how to effectively sync your notes across multiple devices and platforms, ensuring compliance and ease of access.
3. Tips and Tricks: Learn practical tips and tricks to enhance your note-taking. This includes shortcuts for quick note entry, using voice-to-text features for efficiency, and techniques for integrating these notes into your tech stack to streamline your processes.

Tony Nitti, CPA, MST

Webcast - 1 Credits - Taxes

This course was recorded live at the 2023 New Money Summit.

Dive into the implications of the Moore v. United States case, a legal challenge questioning the constitutionality of the deemed repatriation provision (Sec. 965) introduced by the Tax Cuts and Jobs Act and discover how this legal showdown could reshape the future of tax law.