This past week we held our virtual CPE Summit for CPA Firm Leaders, Success in 202SIX. Across four sessions, we talked about success from the inside out. 

We want to say a huge thank you to our sponsors, NetSuite and BTA Advisory Group, and our amazing panelists, Guy Baker, Ranga Bodla, Shana Cooper, Dirk Shimpach, Jon Lokhorst, Emily Paszkowski, and Sue McCormick. 

We also want to say thank you to the over 300 CPAs who registered for these sessions. We created this event for you. Thank you for your participation and positive feedback.

Below, we'll share the best ways to get in touch with our sponsors and panelists. 

Sponsors

BTA Advisory Group

BTA Advisory group brings tax strategies to CPAs that they can bring to their clients. Dr. Guy Baker and his team work with over 100 CPAs with this shared goal. 

Vist: https://btagroup.net/

Email: [email protected]

Call: (949) 900-0099

NetSuite

NetSuite is the world's #1 cloud AI ERP solution. Did you know NetSuite has a SuiteAccountants program that provides a free user license for any member of SuiteAccountants, making it easy for an accounting firm to support clients who are NetSuite customers? Additional benefits include support, training, and a referral program.

Visit: https://www.netsuite.com/portal/partners/accountant-program.shtml

Call: 877-638-7848

Message from Encoursa

If you enjoyed the programs, look for future webinars coming up with NetSuite, BTA Advisory Group, GoVirtualOffice, and PracticeERP. Courses by Jon Lokhorst and Shana Cooper are included in our on-demand course library and available for individual purchase and also as part of our All-Access Pass. Use code AAP50 for our best pricing of the year on our All-Access Pass with over 850 CPE hours of on-demand, self-study programs. 

Guest Panelists

Shana Cooper, CPA

Website: https://www.theaccountabilityteam.com/

Email: [email protected]

Connect on LinkedIn: https://www.linkedin.com/in/shana-cooper-reconciliation-strong/

Shana's Balance Sheet Course: Building Confidence in Your Balance Sheet: A Framework for Financial Reliability

Dirk Shimpach, CPA

Website: https://govirtualoffice.com/

Email: [email protected]

Connect on LinkedIn:https://www.linkedin.com/in/dirkshimpach/

Jon Lokhorst, CPA, CSP, PCC

Website: https://yourbestleadership.com/

Email: [email protected]

Connect on LinkedIn: https://www.linkedin.com/in/jonlokhorst/

Jon’s Leadership Course Bundle: The Core Leadership Skills Series: Feedback, Delegation, Accountability

Emily Paszkowski, CPA, CFE

Website: https://www.hungerford.com/

Connect on LinkedIn: https://www.linkedin.com/in/emily-paszkowski/

Sue McCormick

Website: https://govirtualoffice.com/

Email: [email protected]

Sue McCormick: https://www.linkedin.com/in/sue-mccormick-a58ab1246/

Session 2: Setting Your Firm Up for Success sponsored by NetSuite

Dive into the sought-after skill of building a tech stack with Ranga Bodla, NetSuite Vice President, Shana Cooper, CPA, and Dirk Shimpach, CPA.

Access the recording here.

Session 4: Setting Your Clients Up for Success sponsored by BTA Advisory Group

The final session explores how to create an exceptional client experience and deepen advisory relationships.

Access the recording here.