Learning partner webinar series

This dynamic webinar series focuses on skills-building and career growth for CPAs, led by learning partners like Xero, Sage Intacct and more. Explore the latest in your field or dive into a new subject area.

The business, finance and accounting world is changing fast to respond to new conditions and challenges in 2022 and beyond. Keep up with the pace in your practice or industry with one of our upcoming free webinars, offered in partnership with experts at top organizations across Canada, from coast to coast.

Some webinars are offered as a live session, while others will be available on demand. See below for our current offerings. This page will be updated regularly with new webinars as they are confirmed and added to the schedule.


Gain the power of opportunity with financial management modernization
Offered by: Sage Intacct with speakers Jennifer Neal, Rémi Strauss and David Rumer
October 12, 2022 at 12 p.m. ET | CPD: 1 hour

In the face of global change, finance leaders who can balance more on their plates are in demand – which includes duties that go beyond traditional elements of the role. Working smarter, not harder, with the help of digitization, fuel this. Tune in to hear from a panel of experts as they explore how to modernize financial management using AdaptAbilities and the Duke of Edinburgh Awards as case studies.

Guiding principles of choosing your tech stack in 2022
Offered by: Dext with speakers Carla Caldwell and Michel Ciers
October 25 at 12 p.m. ET | CPD: 1 hour

There are many options to choose from for a modern tech stack, but making a decision can be complex. Learn how to assess tools and technology for your practice with the latest insights from two consulting experts. They’ll cover how key tools work together and help you understand the impact a powerful tech stack will have to improve your firm’s revenue as well as client and staff experiences.

Enhancing client experience with the right tech stack
Offered by: Dext with speaker Randy Johnstone, MCS
November 22 at 12 p.m. ET | CPD: 1 hour

Having smart tools, techniques and processes can help boost your company’s approach to client experience. Explore what your options are with this webinar, which presents some of today’s top recommendations on tech stacks that improve workflow, document control and practice management. Save time and find the best solutions for your firm today.


Breaking into digital commerce: An intro for accounting firms
Offered by: Dext with speaker Nana Guenther
CPD: 1 hour

Digital commerce requires accounting professionals to have savvy business skills and technical expertise. If you want to better serve your clients, you’ll need to understand benefits and challenges of this competitive industry space. In this webinar, learn how to differentiate digital commerce from e-commerce, find the right tech stack for your organization, automate old time-consuming processes and more.

Financial management modernization: The journey and destination
Offered by: Sage Intacct with speakers David Rumer, Scott Freedman and Denean Robinson
CPD: 1 hour

Organizations are asking for more from financial management accounting, whether they have immediate needs or they are scaling up for the future. Discover the benefits of moving your financials to cloud-enabled systems and whether it’s the right move for your company. This panel will also use a case study to share insights on SaaS options versus onsite systems, plus common signs that you’re ready to upgrade.

Practical steps for growing your firm in 2022
Offered by: Dext with speakers Carla Caldwell and Michel Ciers
CPD: 1 hour

Sometimes change is scary – but it doesn’t have to be. If you want to grow your firm this year, it’s time to take stock of your goals and evaluate new opportunities for scaling or improvement at work. In this session, you will explore what course of action the experts recommend on key topics like firm strategy, change management, practice efficiency, business priorities and process optimization.

What will enterprise systems need to do in 2022?
Offered by: ProjectLine Solutions with speaker Rob Peterson-Wakeman
CPD: 1 hour

Explore the most pertinent business challenges facing CPAs in the software and data space. In this webinar, you will learn about the latest enterprise data systems issues—from cybersecurity topics, such as the Log4J vulnerability, to the growing need for supply chain adaptation. We will also cover how non-financial data is playing an essential role in risk analysis for revenue streams and cost control.

Beyond the hype: Learn how cloud and AI are already transforming financial management
Offered by: Sage Intacct, with speakers Erik Zahnlecker, David Flatow and Sandi Main
CPD: 1 hour

RPA, machine learning and algorithms are staples in the world of artificial intelligence (AI). But do you know what they can do for your business and financials? Tune in to learn about the impact and benefits of AI for companies of all sizes, including strategies to start preparing now for financial management systems of the future.