December 2015


Danetha DoeDanetha Doe Consulting

How To Stand Out and Become a Rockstar Accountant

Are you ready to be seen as a trusted advisor and offer more strategy services? Are you eager to work with clients that seek you out for your specialized expertise and want to pay you top dollar for your services? In order to accomplish this, you need to develop a unique and strong brand. In this webinar you will learn the three steps you need to take to develop your brand as an accountant. You will leave the webinar with an actionable plan to establish your unique voice within the crowded accounting profession, identify your ideal client and implement your marketing strategy.


November 2015


Peter J. ScalisePrager Metis CPAs, LLC

Lights, Camera, Action and Tax Cut! – A Practical Guide to Movie Production Tax Incentives

Join the iShade community in learning how to properly optimize Movie Production Tax Incentives in order to tax effect filmmakers and film finance companies costs for movie and television production. This is the original program designed by Peter J. Scalise who authored the highly acclaimed whitepaper published by Parker Tax Publishing entitled “Lights, Camera, Action and Tax Cut! - A Practical Guide to Movie Production Tax Incentives.”


October 2015


Peter J. ScalisePrager Metis CPAs, LLC

A Practical Guide to Identifying, Gathering, and Documenting a Sustainable Research Tax Credit Claim

Join the iShade community in learning how to optimize the federal-level research tax credit while mitigating compliance risk by understanding how to properly identify, gather and document a sustainable research tax credit claim. Peter J. Scalise will also discuss bi-partisan legislative updates from Capitol Hill in connection to the federal-level research tax credit program. This is the original program designed by Peter J. Scalise who authored the highly acclaimed whitepaper published by Parker Tax Publishing entitled “A Practical Guide to Identifying, Gathering, and Documenting a Sustainable Research Tax Credit Claim”.


Peter M. VessenesProfitSee Inc

The Importance of Building Client Relationships

The accountancy world is moving away from traditional tax and audit work and towards providing strategic financial advice to your clients. As these changes happen, the role of accountants, bookkeepers, and business advisors shifts from being a behind the scenes partner, to having a critical role in the success of their clients. We’ve previously discussed why and how the accountancy world is changing and the importance of providing other services to clients. In this session you will learn how building relationships is important to your practice.


July 2015


Peter M. VessenesProfitSee Inc

Staying Relevant with the Changing Accountancy World

In accounting, historical data is critically important. And that is exactly what good accounting software gives you: access to historical financial data. But with the changing trends in accountancy, it’s time to move forward. Your small business clients need your help building their future. They need your expertise and skills to not only provide financial reports, but also provide proactive advice and strategic analysis to help them thrive. In this session, learn how the changing accountancy world provides you opportunities to strengthen your client relationships and expand your services to stay relevant.


Peter J. ScalisePrager Metis CPAs, LLC

Lights, Camera, Action and Tax Cut! – A Practical Guide to Movie Production Tax Incentives

Prager Metis & iShade Present "Lights, Camera, Action and Tax Cut! – A Practical Guide to Movie Production Tax Incentives". Join Peter J. Scalise in learning how to optimize Movie Production Tax Incentives to properly tax effect filmmakers costs for movie production. This is the original program designed by Peter J. Scalise who authored the highly acclaimed whitepaper published by Parker Tax Publishing entitled “Lights, Camera, Action and Tax Cut! - A Practical Guide to Movie Production Tax Incentives”.


June 2015


Steven RubinMoritt Hock & Hamroff LLP

Request for Production Number 23: Produce All Documents Relating to any Written Information Cybersecurity Policy that Existed Prior to the Data Breach

Join iShade and guest presenters Steven S. Rubin and A. Jonathan Trafimow of Morrit Hock & Hamroff LLP for this cybersecurity webinar. If you have a powered computer connected to the Internet, people may be attempting to hack into your company. There are technical solutions available to reduce the chance of a breach but what can you do from a legal perspective to limit your potential liability?


Peter J. ScalisePrager Metis CPAs, LLC

A Practical Guide to Designing & Implementing Sustainable Research Tax Credit Methodologies

Join Peter J. Scalise in learning how to properly optimize the federal-level research tax credit while mitigating compliance risk by understanding how to design and implement sustainable research tax credit methodologies. Peter J. Scalise will also discuss bi-partisan legislative updates from Capitol Hill in connection to the federal-level research tax credit.


Peter M. VessenesProfitSee Inc

Moving Beyond Reports

Last time we discussed how it all starts with reporting, but how do you move forward and expand your services? And why is it important? Small businesses are the backbone to the economy. Few have the resources for hiring CFOs and Finance Directors. You can provide the insights and fiscal management tactics that reshape their futures. Offering understandable insights can take these companies to the next level; you are the reason it can work. Find out how to move beyond basic reporting. Add the advice, analytics, and the relationship your business clients need and want. Learn to take the small steps that help your clients make the giant leaps in their companies.


April 2015


Peter M. VessenesProfitSee Inc

It All Starts With Reporting

Reporting is an excellent way to add value to your clients, but more often than not the reports end up being just that: only reports. A growing trend among small business owners is to request proactive advice from their accountants, instead of only reactive services. Reporting is a great way to monitor your clients’ financials, but it’s also the first step that leads to providing strategic advice and proactive services. In this session you will learn why reporting is has become necessary component of accounting, and how to leverage that to build and grow your practice.


February 2015


Peter J. ScalisePrager Metis CPAs, LLC

Lights, Camera, Action and Tax Cut! – A Practical Guide to Movie Production Tax Incentives

Prager Metis & iShade Presents "Lights, Camera, Action and Tax Cut! – A Practical Guide to Movie Production Tax Incentives" on February 27TH from 2:00PM - 3:00PM EST. Join Peter J. Scalise in learning how to optimize Movie Production Tax Incentives to properly tax effect filmmakers costs for movie production. This is the original program designed by Peter J. Scalise who authored the highly acclaimed whitepaper published by Parker Tax Publishing entitled “Lights, Camera, Action and Tax Cut! - A Practical Guide to Movie Production Tax Incentives”.


Peter J. ScalisePrager Metis CPAs, LLC

A Practical Guide To Identifying, Gathering, and Documenting A Sustainable Research Tax Credit Claim

Prager Metis & iShade Presents "A Practical Guide To Identifying, Gathering, And Documenting A Sustainable Research Tax Credit Claim" on February 26TH from 11:00AM - 12:00PM EST. Join Peter J. Scalise in learning how to optimize the federal-level research tax credit while mitigating compliance risk by understanding how to properly identify, gather and document a sustainable research tax credit claim. Peter J. Scalise will also discuss bi-partisan legislative updates from Capitol Hill in connection to the federal-level research tax credit. This is the original program designed by Peter J. Scalise who authored the highly acclaimed whitepaper published by Parker Tax Publishing entitled “A Practical Guide to Identifying, Gathering, and Documenting a Sustainable Research Tax Credit Claim”.


Peter M. VessenesProfitSee Inc

Building Your Practice During Tax Season - Part 2

Tax season is the busiest time of year for accountants and advisors. For many, this is the only time you will actually see your clients. Your clients already trust you with their financial information, so this is the perfect time to offer more help to your business clients. In this session with Peter M. Vessenes you will learn the first steps towards building your practice during tax season.


January 2015


Peter M. VessenesProfitSee Inc

Building Your Practice During Tax Season

Tax season is the busiest time of year for accountants and advisors. For many, this is the only time you will actually see your clients. Your clients already trust you with their financial information, so this is the perfect time to offer more help to your business clients. In this session with Peter M. Vessenes you will learn the first steps towards building your practice during tax season.


Peter J. ScalisePrager Metis CPAs, LLC

A Practical Guide to Identifying, Gathering, and Documenting a Sustainable Research Tax Credit Claim

Join the iShade community in learning how to optimize the federal-level research tax credit while mitigating compliance risk by understanding how to properly identify, gather and document a sustainable research tax credit claim. Peter J. Scalise will also discuss bi-partisan legislative updates from Capitol Hill in connection to the federal-level research tax credit. This is the original program designed by Peter J. Scalise who authored the highly acclaimed whitepaper published by Parker Tax Publishing entitled “A Practical Guide to Identifying, Gathering, and Documenting a Sustainable Research Tax Credit Claim.”


December 2014


Peter M. VessenesProfitSee Inc

Cash is King, but Marketing is Everything - Part 4

As an accountant or CPA you are an expert at what you do, but how do you get your clients to see your larger value? Are there ways to generate new clients to these services? Marketing shapes your practice. Done right, it will help you increase client retention and growth by attracting new clients. In this final part of the series you will learn how Pricing, Sales Strategies, Promotion, Merchandising, and Event Management all contribute to the appeal of your practice and set your self apart from the competition.


November 2014


Cost Segregation

Cost Segregation is a strategic tax savings tool that allows companies and individuals, who have constructed, purchased, expanded, or remodeled any kind of real estate to increase cash flow by accelerating depreciation deductions and deferring federal and state income taxes. This class will give you updates on bonus depreciation and cost segregation over the last 2 years. This course will provide an in-depth background of the most current information, including recent developments, how to measure potential savings and identify clients who qualify, how a study is performed, depreciation rules, the correct deliverable format, and more. It will clarify many confusing areas of bonus depreciation and discuss how it interacts with cost segregation.


Peter J. ScalisePrager Metis CPAs, LLC

A Practical Guide to Identifying, Gathering, and Documenting a Sustainable Research Tax Credit Claim

Join the iShade community in learning how to optimize the federal-level research tax credit while mitigating compliance risk by understanding how to properly identify, gather and document a sustainable research tax credit claim. Peter J. Scalise will also discuss bi-partisan legislative updates from Capitol Hill in connection to the federal-level research tax credit. This is the original program designed by Peter J. Scalise who authored the highly acclaimed whitepaper published by Parker Tax Publishing entitled “A Practical Guide to Identifying, Gathering, and Documenting a Sustainable Research Tax Credit Claim”.


Peter M. VessenesProfitSee Inc

Cash is King, but Marketing is Everything - Part 3

Setting yourself apart from the competition is not a small task. But it is a hugely important part of creating and maintaining a client base. As an accountant or CPA you are an expert at what you do, but how do you get your clients and potential new clients to see your true value? How do you market yourself to stand apart? The first 4 elements in marketing, Competitive Analysis, Competitive Advantage, Differentiation, and Messaging, were covered in earlier Ask The Expert sessions. In this presentation Peter M. Vessenes will explain how Branding and Image, Public Relations, and Advertising can help you shape and grow your practice to help your existing clients, and new clients you want to attract, gain a growing understanding and trust of the value your provide!


October 2014


Tangible Property Regulations

The IRS issued the final Tangible Property Repair Regulations on September, 2013 and final Disposition Regulations in August of 2014, which modify and supersede the Temporary Regulations that were issued on December 23, 2011. While this is the fourth iteration of the Repair Regulations the IRS has released, it is the first time they have issued them in final form. These final and proposed regulations are effective for tax years beginning Jan 1, 2014. Learning Objectives: Understand the changes and new rules presented by the final repair regulations and proposed disposition regulations, identify time sensitive opportunities for missed deductions, using the proper Accounting Methods for changes under the repair regulations.


September 2014


Peter M. VessenesProfitSee Inc

Cash is King, but Marketing is Everything - Part 2

The biggest challenge accountants, CPAs, bookkeepers, and business advisors face is getting their business clients to see the value in the consultative services they offer. This is why Marketing is Everything. Marketing gives the belief of value in what you have to offer. Last time we went over the first 3 of 12 elements in marketing; Competitive Analysis, Competitive Advantage, and Differentiation. In this presentation Peter M. Vessenes, with over 30 years in the financial industry, will explain how the different aspects of Messaging and Marketing can help you shape and grow your practice to help existing clients and attract new clients who value and trust the work you do.


July 2014


Culture Shifts that Last

There’s one thing we can count on in today’s environment – change. You’ve heard that old saying before, but the speed at which change is happening is faster than ever. Think about it. Technology, competition, needs and expectations are changing so quickly, it’s nearly impossible to keep up. Changes impact the internal workings of our organizations – how we communicate, think, act, and interact. Facilitating change requires more than just revamping a procedure or adding a new process. These changes require major shifts in culture. This is a shift that leadership may “claim” to understand, but all too often it’s short-lived. In this webinar, “Culture Shifts That Last,” Christine M. Hollinden, CPSM will discuss five proven steps to achieve greater performance and profitability through impactful culture shifts.


Peter M. VessenesProfitSee Inc

Cash is King, but Marketing is Everything

Capitalism is “an economic system of barter in which each party in the trade believes they have received equal or greater value in exchange for what they gave up.” The key word being “believe,” without this belief in the value, no one would engage in the barter! This is the greatest obstacle that financial advisors are facing with their business clients: how to get them to see the value in consultative services. After all, you are telling them that you understand how to manage their money, security, and future better than they do and asking them to trust you. They must believe in you and what you are offering before you can serve them. So how does this relate to marketing? Peter M. Vessenes, with over 30 years in the financial industry, will explain how the 12 disciplines of marketing can help you shape and grow your practice to help existing clients and attract new clients who value and trust the work you do.


June 2014


Peter M. VessenesProfitSee Inc

Are You Ready for the Global Explosion of Accountancy?

Are we really on the brink of a global expansion in the accountancy world? What is driving it, and how might it impact your practice. During this presentation Peter will discuss global trends in the accounting world, what changes are coming, and how you can be on the leading side of building the next stage of your practice while differentiating yourself against competition!


May 2014


Lauren ProsserAgility Advisors, LLC

The Defining Dozen

Busy season is here. This is the time of year, more so than any other, that your firm’s people and processes are put to the test. This is also the time of year that most firms have their greatest level of client interaction. That makes now the best time to consider whether your firm is operating at peak efficiency and whether your firm has the tools in place to identify and capture client opportunities.


Peter M. VessenesProfitSee Inc

Balance Sheet Projections and You

Fiscal management of a company has many challenges; perhaps the largest of them that business owners often times does not understand the difference between a Balance Sheet and a P&L Statement, let alone the more complex reconciliation and taxation pieces… That is why being able to visually display where the real “cash position” of a company and where it is heading is so important. Building a spreadsheet projection that provides these powerful insights is time consuming and tedious, but, there are ways around that. In this session, Peter M Vessenes will discuss Balance Sheet Forecasting, issues in using it, why it is important, and how it can help you.


March 2014


Peter J. ScalisePrager Metis CPAs, LLC

A Practical Guide to Identifying, Gathering, and Documenting a Sustainable Research Tax Credit Claim with Complete Coverage of Legislative Updates from Capitol Hill

Join the iShade community in learning how to optimize the federal-level research tax credit while mitigating compliance risk by understanding how to properly identify, gather and document a sustainable research tax credit claim. Peter J. Scalise will also discuss bi-partisan legislative updates from Capitol Hill in connection to the federal-level research tax credit.


Chris VignonePrager Metis CPAs LLC

Finding Huge Refunds: The Fundamentals of a Reverse Sales & Use Tax Audit

While most accounting firms focus on compliance and risk mitigation when it comes to sales & use tax many opportunities are often left behind. A Reverse Sales & Use Tax Audit is a comprehensive review of a company’s purchases and business activities for overpayments of sales & use tax. In the same way that a State will audit your books and records for underpayments we will show you how to uncover huge refunds.


Peter M. VessenesProfitSee Inc

Delegation of Authority

Delegating authority is necessary for business owners to do as their companies grow. But delegation of authority is a complicated matter. Who do you delegate to? How do you evaluate their performance? How do you monitor their efforts? How do you know they can do it as well as you can? In this presentation, Peter M Vessenes will share more than 30 years experience and knowledge about the Five Levels of Delegation and the Three Rules of Delegating Authority.


February 2014


Eileen MonessonPRCounts, llc

The Social CPA

Everyone is touting the benefits of social media today. From Facebook to Linkedin, Twitter, Google+, YouTube, and the various other sites available to connect with people; going “social” has become an important marketing tactic. In this seminar we will discover why it is important for CPAs to participate in social media. Seminar participants will learn how to develop their brand on the various social media networks, how to craft a powerful brand message, how to position your brand in your niche or service area, how to effectively use social media and the value of nurturing relationships with prospects, clients and referral sources. We will also review how to measure the impact of your social media efforts.


How to Truly Differentiate Your Firm

Why should we hire your firm? Sounds like a simple question, but it’s one of the most difficult questions to answer. By definition, differentiation means that your firm has created a clear advantage over the competition – something that creates a clear advantage in the minds of your clients. Differentiation is the moving a firm from ordinary and extraordinary. Can you point to anything that is extraordinary about your firm? Join us for a lively webinar by seasoned marketer and outspoken Texan, Christine Hollinden, CPSM as she shares ideas on how your firm can stand out from the crowd and claim the spotlight.


Eric Meury1040Bridge

Encryption Tools and Foundation of a Virtual Practice


January 2014


Lauren ProsserAgility Advisors, LLC

Top Industry Trends

Has your firm identified its industry niche? Targeting a niche market has many benefits, however, you first need to identify which industries are most attractive for your firm.


Nancy FoxThe Business Fox

Building A Powerful Network & Personal Brand

In an over-saturated, highly competitive market, building a positive, influential personal brand and powerful network are more important for accountants than ever. CPA's now need to think distinguish themselves from the competition, communicate this clearly, and meet the right people to share this message.


Peter M. VessenesProfitSee Inc

The Real Power of Efficiency

Increasing profitability is a main concern of business owners in this economy. But the first reaction to make this happen is to decrease costs, but that does not create long-term financial stability. In fact, improving efficiency is the best way to increase profitability. Through workflow, regulatory law, employees, technology, delegation of authority, culture, and other influences, Peter M Vessenes will explain the real power of efficiency and how to increase profitability.


Michelle ClassMarketing with Class

Marketing Initiatives, When Done Right, To Fill Your Pipeline

In this Ask The Expert session, Michelle Class will: • Educational webinars / seminars • Website / Blogs / e-newsletters • Client feedback programs • Industry / Niche / Service differentiation programs


December 2013


Peter J. ScalisePrager Metis CPAs, LLC

A Practical Guide to Identifying, Gathering, and Documenting a Sustainable Research Tax Credit Claim

Join the iShade community in learning how to optimize the federal-level research tax credit while mitigating compliance risk by understanding how to properly identify, gather and document a sustainable research tax credit claim.


Peter M. VessenesProfitSee Inc

Being the Catalyst for Clients Growth

Running a business is complicated. Helping your clients touches so many elements, ranging from Human Resources, to Compliance and Regulatory Law, to Sales, to building and sustaining a healthy Corporate Culture. In this session, we will discuss how to help your clients position themselves for growth, what are the three “keys” for significant competitive advantage, and how to be the catalyst for fast growth in your clients.


Terrence PutneyTransition Advisors, LLC

Valuation and Other Critical Terms in Your Partner Agreement

This presentation and discussion will center around the key aspects of your partner agreement including valuing equity for retirement and other terminations, terms for partner buyouts, compensation, and governance.


Calvin Harris Jr., CPAHarvin Consulting LLC

Strategic Focus for Your Accounting Practice - It

In this webinar Calvin Harris Jr. cover the following topics: • Why using a "CFO for hire" mindset can be valuable for small business clients • The importance of being a strategic adviser versus a bookkeeper for accounting clients • How to help clients understand the importance of your strategic focus


November 2013


Rob NanceiShade

iShade’s News and Features: Making Them Work Best For You

How can you maximize your investment—your time—on iShade? Tune in to this webinar and its accompanying Ask The Expert session for a quick lesson and tips on putting all that iShade offers to use in your accounting life. There’s more to the picture than meets the eye.


Eric Meury1040Bridge

Encryption Tools

Participants will learn how to use free encryption tools protect hard drives, smart phones, and other devices. Learn the difference between full disk encryption and simple screen passwords and how you can help reduce risk by setting up the proper system. Learn how to implement a proper and secure password program so you will never forget or use duplicate passwords to the websites you visit. Learn how to encrypt, “payment protect” and send tax returns to your clients securely and in a method that reduces overhead and virtually eliminates collections activities.


Rob NanceiShade

Achieve Better Results with Your Thought Leadership Efforts

Do you put work into your thought leadership efforts? Want to start? If so, then this topic will interest you! iShade’s Director of Content & Community will discuss how thought leadership within your firm or company can move your reputation and business forward in ways beyond marketing and revenue growth. Nance will also discuss the options that exist for all public accounting firm sizes, niche markets, individuals—and how to maximize those efforts. Get that snowball rolling down the hill!


Robert RaiolaFazio, Mannuzza, Roche, Tankel, LaPilusa, LLC

State & Local Tax Considerations for Professional Athletes & Entertainers

Robert Raiola is the Sports and Entertainment Group Manager with over 20 years of experience in both the public and private sector. He provides business management services, tax planning and business consulting to high net worth individuals and their families in the sports and entertainment industries. Over the years, he has worked closely with many small business owners on tax consulting and cash flow management.


Peter M. VessenesProfitSee Inc

Identifying Your Competitive Advantage

Understanding the market and knowing how you differ from the competition is an important part of building, growing, and bettering your practice. The fundamental parts of competitive analysis that will help you define your competitive advantage are the key to running a successful business. With over 30 years of experience in the financial industry and major corporate turnarounds, Peter M Vessenes will tell you his trade secrets during this webinar. During the webinar we encourage tweeting and engaging, please feel free to use the hashtag #PSiShade and the tag @MyProfitSee.


Joel SinkinTransition Advisors, LLC

Mergers: The How, Why, When and With Whom

What are the reasons a firm should consider a merger? What does equity really mean? How do you select a merger partners? How do you structure the deal? What are the key steps one takes when going down this road? When is the right time to pull the trigger. These are but a sampling of the topics we will cover in this open forum.


Michelle ClassMarketing with Class

Marketing Strategy: Have one or need one?

In this Ask The Expert session, Michelle Class will: • Discuss the importance of building a marketing plan (that is tied to the firm’s strategic plan) • Elements in a marketing plan • How to structure a marketing plan • A process for executing a marketing plan


David RingstromAccounting Advisors, Inc.

Do you work Excel? Or does it work you?

Excel expert David Ringstrom, CPA is fond of saying "Either you work Excel, or it works you." Users often don't realize the myriad ways that Microsoft Excel can erode productivity. This session will help you turbo-charge your work by showing you the easiest way to carry out common tasks. This jam-packed session is full of tricks and techniques that will help you use Excel more efficiently. Plus, you get the opportunity to ask questions of the expert, even if they’re not specifically related to the presentation. • Discover overlooked features that save significant time • Find files fast by Navigating through complex folder structures with ease • Turn off annoying prompts in Excel • Speed through repetitive tasks with custom icons and keyboard shortcuts


October 2013


Eileen MonessonPRCounts, llc

Differentiate Your Firm - Achieve Brand Integrity

While clients expect a consistent level of exceptional service, few firms take the time to define what that really means. Even worse, most firms do not communicate to employees what they need to do to deliver exceptional service which results in a gap. Clients have an image of your firm that may not be the same as the purpose and vision that you have. Brand engagement aligns who a firm is (purpose, core values, and mission/vision) with employee behaviors to engage its stakeholders. It is the point in which you achieve brand integrity. Participants will discover that: — The brand is not part of the firm, it is the firm. — A brand is about experiences, not logos or taglines. — The little things a firm does CONSISTENTLY are much more important than the BIG things that it says. — A well-executed brand strategy is the single most important differentiator between a good firm and a great firm. — Getting your team to “live the brand” will improve client and employee retention. — Enhancing the image of your firm will increase client referrals and revenue.


Peter M. VessenesProfitSee Inc

Identifying Your Competitive Advantage

Understanding the market and knowing how you differ from the competition is an important part of building, growing, and bettering your practice. The fundamental parts of competitive analysis that will help you define your competitive advantage are the key to running a successful business. With over 30 years of experience in the financial industry and major corporate turnarounds, Peter M Vessenes will tell you his trade secrets during this webinar. During the webinar we encourage tweeting and engaging, please feel free to use the hashtag #PSiShade and the tag @MyProfitSee.


How to Use iShade: Make the Most of Your Membership Every Day

At iShade we understand the importance of your time, which is why we created a one-of-a-kind community conceived and built exclusively for the accounting industry. iShade makes it as easy as possible for you to stay updated on relevant accounting news, making that process far more efficient and meaningful. We save you time!


Lauren ProsserAgility Advisors, LLC

Researching and Launching a Successful Niche

The ability to create unity between where your firm is looking to go and how you’re looking to grow is the new competitive advantage. Who are you serving and to what end? Which industries (and related service offerings) are best aligned with your firm’s resources and core strengths? How can you drive scale and profitability by refining your target audience? Join Lauren Prosser, Director of ProfitCents Professional Services as she discusses how to construct an industry niche-driven client service strategy which will lay a foundation for purposeful and sustainable growth.


September 2013


Eric Meury1040Bridge

Encryption Tools

Participants will learn how to use free encryption tools protect hard drives, smart phones, and other devices. Learn the difference between full disk encryption and simple screen passwords and how you can help reduce risk by setting up the proper system. Learn how to implement a proper and secure password program so you will never forget or use duplicate passwords to the websites you visit. Learn how to encrypt, “payment protect” and send tax returns to your clients securely and in a method that reduces overhead and virtually eliminates collections activities.


Debra AndrewsMarketri LLC

Structuring the Marketing Department: Should Accounting Firms Hire or Outsource Their Marketing Services?

When it comes to structuring an accounting firm’s marketing department (or staffing the marketing function) there are many factors to consider. Oftentimes the professionals making the decisions don’t have enough knowledge about marketing, nor the firm’s objectives and growth plans. Without this basic information, businesses are, for the most part, shooting in the dark and hoping for the best. Fortunately, by learning a bit more about what marketing is and is not, and by answering some basic questions upfront, accounting firms can set themselves up for marketing success! In this discussion, Debra Andrews, president and owner of Marketri LLC, will help attendees understand the differences between hiring a staff person to handle the marketing function and hiring an outsourced marketing services provider, and key considerations before making such an important decision.


T.J. Orr, ERPA, QPA, QKAPinnacle Plan Design, LLC

Qualified Retirement Plan Designs – SIMPLE to Robust DB/DC Combos

Company sponsored retirement plans offer a tremendous vehicle to serve a couple of different purposes. First, pure “employee benefit plans”, in the form of a 401(k) type plan, put the employer’s employees in the driver’s seat to setting aside funds on a pre-or post-tax basis. Beyond that, a good plan design can utilize these same plans to create a tax haven for the business owners and key employees. With the 2013 tax increases, these become even more beneficial going forward. Where cash flow permits, adding a companion “cash balance plan” can really amplify these opportunities. Because each employer’s desires and goals are unique, determining the correct type of plan to be utilized is the first order of business, followed by careful consideration of the features of the plan itself. This webinar will take you through some case studies showing alternative plan designs applied to a consistent set of facts, progressing to more robust designs.


Peter M. VessenesProfitSee Inc

Bettering Your Practice: The Importance of the Client Experience

The taste of a bad experience lasts forever. And when your clients are trusting you with something as precious as their livelihood, their money and their business, it is important to establish a strong and positive client experience. Rebuilding your reputation and clients’ trust takes a long time, preemptive measures to ensure the highest level of trust and respect between parties can make a world of difference in your practice.


Lauren ProsserAgility Advisors, LLC

Opportunity Identification: Expanding Your Reach Within Your Client Base

As your clients and their businesses continue to evolve and change, so must your message, your approach, and your services. Join Lauren as she discusses how to lay a foundation in your firm for purposeful and sustainable growth by expanding your reach within your client base through “The Discovery Process”. The Discovery Process is simply a conversation with your client (which can be initiated by any level firm member) intended to facilitate a meaningful exchange about their needs and their goals. Through this discussion you should gain an understanding of what the client values and how the client measures success – both at an organizational level and on a personal level. The Discovery Process should not only yield new information and serve as a means for learning about the client’s business, but it should also create a level of awareness that is essential to understanding how you fit into the “puzzle” of their business as their trusted financial advisor and accordingly, how to tailor and position your service approach in a way that communicates relevance and value to your client and their specific goals. As a result of this exchange, you will be better able to pair your firm’s resources with the client’s needs and you will be equipped with the insights needed to build context around your service offerings for the client. In other words, The Discovery Process allows your client to directly communicate what is most important to them and why, thus deepening your relationship and uncovering cross-serving (aka cross-selling) opportunities.


Terrence PutneyTransition Advisors, LLC

Assessing Your Firm’s Readiness for Succession

How do you know if your firm is capable of creating succession for your partners internally? What are the steps you need to take in order to create an effective internal succession plan? How do you know if you have the right people on your bench? What will be required to complete their development? Do you have the right agreements in place to buyout retiring partners and admit new ones? How do you assure you will retain clients and staff following the retirement of your senior partners?


August 2013


Joel SinkinTransition Advisors, LLC

Succession Planning and Valuing Firms

This presentation will include: succession planning using mergers and acquisitions, internal succession planning, and valuing firms when selling to an external buyer or to a partner.


Eileen MonessonPRCounts, llc

The Client Centric Firm: How to Build Your Brand With an Exceptional Client Experience

Implementing a client centric program will strengthen relationships, enhance client and employee satisfaction, increase accountability, and drive bottom line results. Happy employees serving happy clients will lead to more referrals, profits and success.


Peter M. VessenesProfitSee Inc

Renewing the Agreement and Building the Service: Generating New Clients

Providing strategic business advice to your clients is in high demand. By adding these services you can create long-term retainer based clients, and are able to bring on new business. In this session, Peter M Vessenes will discuss how to renew clients’ agreements, build your service, and generate new clients. With over 30 years experience in the financial industry, Peter is the CEO and founder of ProfitSee Inc, a financial software service for financial professionals, CPAs, and ProAdvisors. ProfitSee is an all-in-one financial analysis and budgeting software from seasoned financial experts. ProfitSee helps business owners and financial advisors alike gain powerful insights to manage cash flow, grow profitability and increase valuation.


July 2013


Marc KinerPremier Social Security Consulting LLC

Social Security Benefits On Steroids

Are you ready for the questions that your clients and colleagues are asking about Social Security? Greater than 90% of all Social Security recipients do not maximize their benefits as they are not aware of their options. Professional advisors like CPAs, Enrolled Agents, tax preparers and financial advisors also know very little about Social Security and are not always able to advise their clients. This webinar and the following "Ask the Expert" session are geared to the advisor wishing to learn more about Social Security. The instructors, Marc Kiner, 33 year CPA, and Jim Blair, 35 year veteran of the Social Security Administration, will discuss the basics about Social Security and little known options like "Claim and Suspend" and "Retricted Application" that can really supercharge Social Security benefits. Your clients are asking questions about Social Security. Don't miss out on the opportunity to learn about Social Security increasing value to your clients. Learn how to help your clients "Make a Plan" to take control and to maximize their benefits. Mr. Kiner and Mr. Blair are leaders in Social Security Consulting and Education. They created the National Social Security Advisor certification program. Additionally, they are frequent presenters on iShade.com.


Christine PronekFazio Mannuzza Roche Tankel LaPilusa LLC

Basics of Estate Planning

An overview of current federal estate tax laws and basic estate planning techniques. The topics covered will include the concept of portability and estate planning using inter-vivos trusts, testamentary trusts and outright gifting.


Colleen OsborneXCM Solutions

Workflow: People, Processes & Profitability

Workflow Automation: Empowering People, Processes & Improved Profitability. Please join us to learn how workflow automation can improve productivity, employee satisfaction and client service for a more profitable business. Get answers to your questions about the tools and techniques that can help you automate your processes.


Peter M. VessenesProfitSee Inc

How to Provide Strategic Business Advice to Your Clients

The demand for strategic business advice from CPAs and trusted business advisors is growing. But how do you make the transition? From budgeting and performance benchmarking, to KPIs, projections, and valuation, it can be a lot to take on. In this session, Peter M Vessenes will explain how to provide strategic business advice to your clients, and how to best handle compliance issues. With over 30 years experience in the financial industry, Peter is the CEO and founder of ProfitSee Inc, a financial software service for financial professionals, CPAs, and ProAdvisors. ProfitSee is an all-in-one financial analysis and budgeting software from seasoned financial experts. ProfitSee helps business owners and financial advisors alike gain powerful insights to manage cash flow, grow profitability and increase valuation


Rob NanceiShade

Practical Uses of Thought Leadership

How to put thought leadership to work on many levels, for yourself and for your firm or company, is a topic that should interest you! iShade’s Director of Content & Community will discuss how thought leadership within your firm can move your reputation and business forward in ways beyond marketing and revenue growth. Nance will also discuss the options that exist for all public accounting firm sizes, as well as individual CPAs, niche markets and the spectrum of accounting profession personalities. Uncover ideas and methods that can be put to use without eating a considerable amount of time or encountering a huge learning curve.


June 2013


Debra AndrewsMarketri LLC

Nurturing Young Professionals for Leadership

Young professionals are the future of a business, so it’s critical for professional services firms to mentor them to enhance their business development skills to ensure the future continuity and succession of the firm. No longer should this be a responsibility solely of firm leadership. Instead, companies should empower “rising stars” so they can take on more responsibility and learn by doing and playing to their strengths.


Eileen MonessonPRCounts, llc

The Benefits of an Anabolic Culture

Attending this seminar will give firm management the tools to shift their energy and by doing so, increase the productivity of their staff. Participants will learn how to use the Energy/Action Model to have a positive effect of the performance of their team. We will explore how shifting to a higher level of consciousness will impact the culture of the firm. Attendees will leave the seminar with the knowledge to channel the energy of their team so that each staff member is functioning at a high level and using his or her strengths for the benefit of the firm and its clients which will ultimately result in higher profits.


Robert RaiolaFazio, Mannuzza, Roche, Tankel, LaPilusa, LLC

State Tax Considerations for Athletes and Entertainers


Peter M. VessenesProfitSee Inc

How to Create Retainer Based Client Services

Peter M. Vessenes has over 30 years of experience in corporate transitions and turnarounds. Along with working for companies of all sizes, Fortune 100 to startups, Peter is the founder of ProfitSee, Inc., bringing corporate CFO and Analyst tools to the SMBM Marketplace. In this session you will learn: 1. Why business owners need advice in Fiscal and Asset Management 2. Whom should they trust, and why YOU? 3. The common financial fallacies your business clients fall into, and why they need help 4. How to build the practice 5. Why Retainer based and what should you charge?


Lauren ProsserAgility Advisors, LLC

Where to Find Your Next New Client

Successful firms know that in order to stay on top, their focus must extend beyond the present. Beyond executing on what matters today, successful firms understand the importance of identifying the factors that will enable their future wins. That’s why it’s important that you’re constantly thinking ahead – constantly considering where you’ll find your next clients and which industries may be the most fruitful for growing your firm and driving revenue. Join us as we explore a two-pronged approach to answering one of the most critical questions impacting your firm’s future: Where will you find your next new client?


Craig Weekscpaprofitplus

The Secret of Compound Business Development

Business development consists of marketing (attracting prospective clients) and sales (converting your prospects into new clients). Relatively small and easily achieved improvements in both have a compounding effect that equals accelerated growth. This 30 minute "how-to" presentation explains how you can do it.


Peter J. ScalisePrager Metis CPAs, LLC

A Practical Guide to Identifying, Gathering, and Documenting a Sustainable Research Tax Credit Claim

During Peter's Ask The Expert Presentation, "A Practical Guide to Identifying, Gathering, and Documenting a Sustainable Research Tax Credit Claim", he will cover the following topics: - Identifying Qualified Research Activities (QRAs) - Properly identifying, gathering and documenting Qualified Research Expenditures (RTCs) - Gathering contemporaneous documentation to support the RTC - Research Tax Incentives


May 2013


Alan VitbergVitbergLLC

15 Marketing Game Changers for CPA Firms

In this session, Alan will share the following take-aways: 1. 15 critical developments impacting the way firms are getting – and losing – new business opportunities 2. Where and how firms need to re-allocate marketing budgets and resources to accommodate the changing landscape of CPA firm marketing 3. How firms are complementing – and enhancing – traditional rainmaking tactics with digital marketing strategies and tactics


Craig Weekscpaprofitplus

Creating an Effective Referral Network

Of all your marketing options, creating and nurturing a high quality referral network will provide, by far, the greatest ROI. Learn proven techniques to build your own network with this 30 minute "how-to" presentation.


Eric MajchrzakBeachFleischman PC

Accounting Marketers Guide to Making Partner

Accounting marketers often struggle to gain access and credibility within their firms. Non-CPA professionals are faced with additional challenges when trying to influence the direction of the firm and earning the trust of executive leaders. So how can marketers make a difference and position themselves to become shareholders? Attend this Ask The Expert chat session and hear from Eric Majchrzak, chief marketing officer (CMO) and shareholder of BeachFleischman PC, one of Arizona’s largest locally-owned CPA firms and a Top 200 Largest Firm in the U.S. Eric will provide guidance for marketers and present a roadmap for success. *Note that this is a live Q&A on iShade only.


Sylvia F. Dion, MPA, CPAPrietoDion Consulting Partners LLC

The Marketplace Fairness Act of 2013

Join Sylvia F. Dion, CPA, Founder and Managing Member of PrietoDion Consulting LLC, for an “Ask The Expert” session on Wednesday, May 15th, during which Sylvia will present on The Marketplace Fairness Act of 2013. During the Webinar portion of the session, Sylvia will cover issues such as: -- A brief overview of sales tax nexus; why and how it’s changing -- A plain English overview of the Constitutional limitation on states -- All about The Marketplace Fairness Act of 2013 (“MFA 2013”) -- Most finally, what accountants, CPAs and tax advisors need to know to help their clients and/or employers prepare.


David Holzman, CFAAllied Business Group

Business Valuations for You and Your Clients

David Holzman, CFA is the president of Allied Business Group, a Kansas City based boutique investment bank. David has completed over 200 valuations for purposes including: exit planning, gift and estate tax, financial reporting, and shareholder disputes. His presentation will address the following: - Who needs a business valuation and why - What is a business valuation - The three commonly applied valuation approaches - How to determine value


Get Over Your Fear of Public Speaking

Jerry Seinfeld once said that at a funeral, most people would rather in be in the casket than giving the eulogy. America’s greatest anxiety, public speaking, is a necessity in today’s business world. Those who can speak in front of crowds and have effective presentational skills tend to move up the corporate ladder more swiftly. Peter Margaritis, CPA, CGMA will help you break through the fear so you can stand in front of an audience, project confidence and knowledge, all the while making a connection and capturing your audience’s imagination.


April 2013


Rebecca RyanNext Generation Consulting

Is Your Firm Future-Ready?

In this session, Rebecca will share insights from her new book ReGENERATION about the future workforce, next-gen technologies, economic and market forces and more to help YOU build (or rebuild) a future-ready firm.


March 2013


Sylvia F. Dion, MPA, CPAPrietoDion Consulting Partners LLC

Employment Tax Issues and Opportunities


February 2013


Lauren ProsserAgility Advisors, LLC

The Defining Dozen

Busy season is here. This is the time of year, more so than any other, that your firm’s people and processes are put to the test. This is also the time of year that most firms have their greatest level of client interaction. That makes now the best time to consider whether your firm is operating at peak efficiency and whether your firm has the tools in place to identify and capture client opportunities.


Craig Weekscpaprofitplus

A Powerful Tax Season Business Development Tool


Sandra WileyBoomer Consulting Inc.

The Evolving Role of the COO/Firm Administrator

This Ask The Expert session will take a closer look at the evolving role of the Firm Administrator to COO, the key relationship to success – the CEO/MP, and The COO role – becoming situational and strategic. Plus, steps your firm needs to take now to develop the role of the COO. Sandra will be answering your questions live from 3:00pm-4:00pm EST.


January 2013


Tom ScarpelloScarpello Consulting

Cost Segregation Services to Help Your Clients

Smaller CPA firms do not always have the in-house talent to provide cost segregation services to their clients. Tom Scarpello, Scarpello Consulting, will be available online to answer your questions about: Why offer Cost Segregation Services? What is Cost Segregation? What types of properties qualify? And much more. Join us on Jan 25th from 3-4:00est for this Ask The Expert session


Brian Rosenfelt, CPASkoda Minotti Technology Partners

Secure, Cloud-Based File Storage and Collaboration

Looking for an easy and more secure way to exchange documents with your clients? There are now cloud-based file sharing capabilities that accountants can use to transfer files (such as Excel documents, QuickBooks files) that are either too large or too confidential to send via email. Brian will be answering your questions live from 2:45pm-4:00pm EST.


December 2012


Ron BakerVeraSage Institute

Pricing on Purpose

Price is the marketing moment of truth. It’s the number one driver of profitability in any firm, more so than cutting costs, increasing efficiency, and even rainmaking. Firms that Value Price: have a clear purpose, strategy and position, have turned pricing into a core competency, have excellent project management skills and much more. Join best-selling author Ron Baker to gain insights into the pricing revolution taking place in professional firms around the world.


Jonathan EbensteinSkoda Minotti CPAs

Brand Strategy for Your CPA Firm

Join Jonathan Ebenstein, Managing Director of Marketing Services for one of the largest BDO Alliance firms, for an in-depth CPA firm branding webinar and Ask the Expert session. The session will include his firm’s branding case study, as well as a branding strategy session that will help you better understand your firm’s most compelling attributes and how to combine them into a unique brand promise that will position and differentiate your firm from everyone else in your market space.


Marc KinerPremier Social Security Consulting LLC

Make Your Plan

Greater than 90% of all SS recipients leave money on the table as they are not aware of available options. CPAs and financial advisors are also not aware of these options or even how the program works. Get answers to questions like: how much will you receive from Social Security, when should you apply for Benefits, at what age should you take Social Security Benefits and much more.


IFRS Update

The International Accounting Standards Board (IASB) issues two types of accounting standards; International Financial Reporting Standards (IFRS) and International Financial Reporting Standards for Small to Medium Size Entities (IFRS for SME’s). Learn more about: the current status of the IASB and FASB convergence projects, the specifics as it relates to discussion papers, exposure drafts, and new IFRS standards, the current position of the SEC as it relates to the implementation of IFRS and an overview of IFRS for SME’s.


Sylvia F. Dion, MPA, CPAPrietoDion Consulting Partners LLC

Sales Taxes and Internet Commerce

Internet Sales Taxes have been one of the hottest state tax topics this past year – with both the State and Federal government pushing for change! Whether you’re a CPA advising e-Commerce clients, or a corporate CPA responsible for understanding how your employer’s business is impacted by these changing laws, you won’t want to miss this session.


November 2012


Robert BrenisSkoda Minotti

SOC Reporting

How do you determine which SOC report your client needs? During our webinar and Ask The Expert session, we will walk you through the questions to ask that will help in determining whether your client needs a SOC 1, SOC 2, SOC 3 or any combination of these reports. We’ll also help you understand why your clients are being asked for these reports, and what you can be doing to help educate your clients about these reporting standards.


Reading Between the Lines

Discover tax jurisdictions in a whole new way. Erin Wiggins, Avalara's Tax Expert takes you behind the scenes of what creates and sustains the elements of a tax jurisdiction. This session includes: the truth about tax jurisdictions: what they are – and what they are not, staying in the know: the power of resources, STJ science: the language of special tax jurisdictions and put it all together: what it all means for you and how to navigate risk.


October 2012


Craig Weekscpaprofitplus

Conducting Effective Meetings

Learn how properly focused and well-conducted meetings can: create a strong, positive impression with potential referral sources; greatly increase the probability of converting prospects to clients, and meaningfully increase billable hours and enhance retention with existing clients.


Donna ScaffidiBaker Tilly Virchow Krause, LLP

Nexus 101

Nexus 101 Donna Scaffidi You’ve heard about internet sales tax and Amazon in today’s news... But do you know what nexus is? In this seminar Donna Scaffidi, Senior Manager at Baker Tilly Virchow Krause, LLP, will discuss internet sales tax, changing legislation, and what nexus is really all about.


Martin BissettThe Upward Spiral Partnership (USP)

Sailing Through The 7 C's

Learn more about what's required to get hired in accounting today,what's required to get hired in accounting tomorrow and how to make sure you don't get the job.


Jeffrey PawlowThe Growth Partnership

Marketing Inside Out

Achieving growth and profitability through exceptional client service.


November -1


T.J. Orr, ERPA, QPA, QKAPinnacle Plan Design, LLC

Company Sponsored Retirement Plans

Company sponsored retirement plans offer a tremendous vehicle to serve a couple of different purposes. First, pure “employee benefit plans”, in the form of a 401(k) type plan, put the employer’s employees in the driver’s seat to setting aside funds on a pre-or post-tax basis. Beyond that, a good plan design can utilize these same plans to create a tax haven for the business owners and key employees. With the 2013 tax increases, these become even more beneficial going forward. Where cash flow permits, adding a companion “cash balance plan” can really amplify these opportunities. Because each employer’s desires and goals are unique, determining the correct type of plan to be utilized is the first order of business, followed by careful consideration of the features of the plan itself. This webinar will take you through some case studies showing alternative plan designs applied to a consistent set of facts, progressing to more robust designs.