MEGA- Learning Labs
Registration is Open
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.
Insurance 101: What Do I Need to Protect my Firm
Time: Tuesday 1:30pm - 1:55pm Credits: 0.5 TB
Richard Bacher, Senior Account Executive, CAMICO
CPAs often wonder what insurance coverages they need and what each policy does to protect their firms. Explore some of those coverages and receive advice on what risk transfer tools are available to CPA firms.
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
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
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
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
Richard BacherRead more about Richard Bacher 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 BellRead more about Chiara Bell here
Erika SegalRead more about Erika Segal here