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Succeeding in public practice (Webinar series)

Optimize your work as a public practitioner. Explore the latest trends in practice management, advisory services, compilations, tax, technology and more. Offered for free in partnership with Intuit, Sage, and Wolters Kluwer.

In a quickly changing business environment, public practitioners are rising and meeting the challenges of the future. In this all-new webinar series, you will learn how to respond to new conditions. Build skills that will help you keep up with the latest trends and areas of opportunity in your field, with an emphasis on practice management and technology.

All webinars in this series are complimentary to CPAs, available on-demand, and offered in partnership with experts and thought leaders at top organizations across Canada. Browse below for our current line-up.

Free on-demand webinars

Accounting Technology in a Remotely Connected World
Offered by: Sage with speakers Remi Gauthier and Anastasiia Moroz
CPD: 1 hour

The way we do business has changed. Customers and employees alike, are now more than ever virtually accessible. Sharing reports, carrying out reconciliations, syncing with financial entities – all ask for better avenues for collaboration and advanced automation. This session will tell the story of the new normal for accountants and showcase the tools that enable this benefit.

Practice Management Workflow: Best Practices
Offered by: Wolters Kluwer, with speaker Shannon Paret, CPA, CGA
CPD: 1 hour

This is the overview of workflow best practices that you’ve been waiting for. In this session, you’ll explore the important intersection between effective workflows, profitability, remote work, and enhanced client service. We will also look at how applications in Wolters Kluwer's cloud-based CCH iFirm ecosystem support workflow best practices.

Letters: Professional Correspondence in the Digital Age
Offered by: Intuit, with speakers James Astor, CPA, CMA, MBA and Mike Ilnicki
CPD: 1 hour

What are people really expecting as the pandemic pushes us into a new digital age? Go beyond compliance in this session. Get ready to examine where the accounting industry is headed, what customer expectations are in the new normal and how CSRS 4200 fits into that – as well as which QuickBooks tools can support your output.

Intuit on-demand content

Learn how to improve the way you do business from industry experts.

WAIVER: The thoughts represented in this Intuit on-demand course are the opinions of Intuit and do not reflect the opinions of the Chartered Professional Accountants of Canada (CPA Canada). CPA Canada does not endorse any third-party Web sites and any links to any third party Web sites are provided only for reference and informational purposes. CPA Canada is not responsible for the content of resources maintained by third parties over whom it has no control, and makes no representation or warranties as to any aspect of those resources.

Note: When you click on the link above, you will leave the CPA Canada website and enter the Intuit site. This is a third-party site, and you may need to give consent before sharing your information or creating a profile with Intuit.

Other Free on-demand webinars

Unlock Bottlenecks to Unleash Productivity
Offered by: Countable with speaker Atin Gupta, CPA, CA, CGA
CPD: 1 hour

Your firm’s bottlenecks can limit the flow of information, materials, products and employee hours. Atin Gupta pulls insights from his experience with scaling businesses to help identify and manage these bottlenecks. In this session, you’ll discover how to identify and manage issues to truly unleash the productivity of your firm’s people, processes, and technology.

There’s an App for That? Demystifying the Financial App Marketplace
Offered by: Dext, with speakers Neil Blue and Eric Tung
CPD: 1 hour

As the global economy becomes increasingly digital-first, more accountants are turning to tech. After all, modern business problems require modern solutions. This session is a primer on the right tools to develop an online accounting tech stack so that you can empower your firm, improve profits, and deliver real-time advisory services to clients.

How to Market Your Firm to Small Businesses
Offered by: Xero, with speaker Collin Varner
CPD: 1 hour

Most potential clients don’t care that you’re busy during tax season. In fact, the opposite is true. If you can be responsive, attentive and customer-focused despite having a full plate, then you’ve built the foundation for a new relationship. This session will help you create ideal client profiles and use them to enhance your marketing strategies.


   QuickBooks: Intuit SageWolters Kluwer