MEGA- Learning Labs

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Tuesday, June 08, 2021
Webcast or Webinar, Online
1:00pm - 4:35pm (opens at 1:00pm) EST
Technical Business

Registration is Closed

Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

$0.00 Regular Price
$0.00 Regular Price
Course Type: Accounting Shows
Course Code: 21/MLL


4 Fantastic Hours of Cutting-Edge CPE - For FREE!

It Doesn't Get Any Better Than That!

Please join us for a complimentary series of TED-Style talks that kick off our MEGA Conference!  These future-ready, fast-paced CPE presentations feature knowledgeable speakers addressing issues challenging CPAs today.  From cybersecurity to insurance, explore the latest problems AND solutions.  Four hours of great CPE - FREE - right in the comfort and safety of your home or office.  What could be better? 

(Registration IS required)


Tuesday, June 8, 2021

Navigating the Next 12 Months: Creating a Foundation for Enduring Success

Time: Tuesday 1:00pm - 1:25pm Credits: 0.5 TB

Jasen Stine, Tax & Accounting Education Leader, Intuit Inc.

The one thing you can always count on in life is that it will constantly change. The last year proved that! Looking ahead, identifying trends early will be important to help clients recover and create enduring success.  Jasen Stine, Intuit’s Tax and Accounting Education Leader, will share some of these trends and how to navigate them in the coming year.


Innovation Beyond Technology

Time: Tuesday 1:30pm - 1:55pm Credits: 0.5 TB

Ed Kless, Senior Director of Partner Development and Strategy, SAGE Accountants Solutions

This session is dedicated to the possibility that innovation goes beyond just technological developments. Technology is important, but it is only a small part of innovation. For innovation to be more fully complete we must look at other areas including the internal processes of the organization and most importantly the very language we use. Innovating like this is hard work and not for everyone because it requires deeper thinking than is most often thought. If you believe you can attain this level of thinking, you are invited to attend this session. 


Trajectory, not Transaction: The Real Foundation of Advisory Relationships

Time: Tuesday 2:00pm - 2:25pm Credits: 0.5 TB

Chiara Bell, Community Account Manager, Xero

 Stop looking in the rear view at transactions that have already happened, and start planning for success. Becoming an advisor means mapping out the path with your clients, and traveling the road with them. Join us as we discuss the move to advisory, and how it impacts you, and your clients, as you shift your focus from transactions to trajectory.


The Old Ways of Doing Business Don’t Meet Today’s Cybersecurity Challenges

Time: Tuesday 2:30pm - 2:55pm Credits: 0.5 TB

Christophe Reglat, President and CEO, Coaxis International, Inc.

Today’s cybersecurity threats are increasing in new and different ways due to remote work gaining traction as a viable workplace alternative, more sophisticated forms of social engineering, and firms who are not adapting to protect their IT infrastructures from these new vulnerabilities. 
To meet these and future challenges, CPA firms need to ensure they have the right infrastructure to perform at the highest level of security necessary to maintain their business continuity needs.  Learn about the top cybersecurity threats facing CPA firms today and the how to adapt your IT infrastructures to protect it from these new vulnerabilities.


The Myth Of Credit Card Processing - How To Stay Informed And How To Protect Your Clients

Time: Tuesday 3:05pm - 3:30pm Credits: 0.5 TB

Eric Cohen, CEO, Merchant Advocate

The system that allows you to collect money is costing you more than it should. Learn about the extremely unregulated credit card processing industry and how Merchant Advocate has helped business saved millions of dollars WITHOUT having to switch credit card processors. Add more to your bottom line with the information you will learn!


Impact of a Worldwide Pandemic: Managing Professional Liability Risk

Time: Tuesday 3:35pm - 4:00pm Credits: 0.5 TB

Robert Albertini, Senior Account Manager, AON Affinity

Evaluate suggestions on how to mitigate the risk of a professional liability claim related to services delivered during the age of COVID-19.  It's important to remember that this is a very fluid situation (laws and guidelines are changing all the time)


Tricks for Disputing and Managing Chargebacks

Time: Tuesday 4:05pm - 4:30pm Credits: 0.5 TB

Erika Segal, Associate Brand Manager, CPA Charge

Any firm that accepts credit cards could face a payment dispute or chargeback at some point. In this webinar we'll cover the history of chargebacks, tips for how you can manage and dispute chargebacks when they occur, and how to try to avoid them in the future with the proper processes. Whether you've faced a chargeback yet or not, you don't want to miss this course!



The Past, Present and Future of Payments

Time: Tuesday 4:35pm - 5:00pm Credits: 0.5 TB

Jeff Peppers, Vice President, Business Development, Paymerang

embraced electronic payments? Are you gaining all the benefits and avoiding the pitfalls? Find out how you can gain all the benefits and truly profit from them. Join us for an informative webinar to learn:

  •  – Past B2B payment trends
  •  – Current technology and benefits of leveraging electronic payments
  •  – Future of business payments and the role of automation



  • Christophe Réglat

    President and CEOCoaxis International, Inc.Christophe Réglat founded Coaxis, a Florida corporation, based in Tallahassee, in 2002. Coaxis originated as an application service provider (ASP), offering businesses access over the Internet to applications and related services that would otherwise have to be located on their own business computers. ASP has evolved to cloud computing, and more...

    Read more about Christophe Réglat here
  • Robert Albertini

    Senior Account ManagerAon InsuranceRobert is an Account Manager for Aon Insurance Services, specializing in insurance products designed for financial professionals. He carries twenty-two years of industry experience and has worked extensively in professional liability insurance for professional services firms.  Robert is the product lead on Professional Liability, Cyber Insurance, Management...

    Read more about Robert Albertini here
  • Jasen Stine

    Tax & Accounting Education LeaderIntuit Inc.Jasen has been in the tax and accounting industry for over 20 years and is responsible for setting training and education strategies at Intuit. He is a thought leader, writer, and speaker on the 4th industrial revolution and AI’s impact on the profession. He is a published author in AccountingToday and in Intuit’s Tax Pro Center. He also recently...

    Read more about Jasen Stine here
  • Ed Kless

    Ed Kless Senior Director, Partner Development and Strategy Sage Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops. He also serves as...

    Read more about Ed Kless here
  • Eric E Cohen

    CEO Merchant AdvocateA veteran of the finance industry, Eric Cohen founded Merchant Advocate in 2006. After his extensive experience in the merchant services industry, he was determined to create a fair value proposition and transparency for merchants with their credit card processors. He established Merchant Advocate to act as a trusted advisor on behalf of all size and categories of businesses...

    Read more about Eric E Cohen here
  • Chiara Bell

    Read more about Chiara Bell here
  • Erika Segal

    Read more about Erika Segal here
  • Jeff Peppers

    Read more about Jeff Peppers here