Webinar Details
Course Description

New-age financial technology is continuously evolving and improving how CPAs do their jobs and support their clients. This live demonstration looks at the Divvy spend and expense management platform and how it’s enabling CPAs to:

  • Unify transaction data & spend activity into one platform,
  • Erase manual processes like receipt chasing,
  • Help clients build enforceable budgets to eliminate overspend,
  • Drastically reduce software and subscription costs, and
  • Become new-age fintech experts to win new business
Learning Objectives
  • Discover the features of Divvy's spend and expense management platform
  • Identify the benefits of utilizing integrated online technology to steward spend
  • Identify how Divvy's partner program positions CPAs to introduce Divvy to their clients
Prerequisites
  • None required.
Who Should Attend

CPAs, accountants, and bookkeepers seeking to proactively offer innovative solutions to their clients. 

Advanced Preparation

None required.

Presenter Details
  • Camden Bean

    Camden partners with accounting firms to offer their clients a game-changing expense management platform that will transform how their clients spends money. 


  • Chad Waite
    • Sr. Partnership Marketing Manager
    • Divvy

    Chad finds joy in creating content and planning events that resonate with Divvy's customers (and future customers!). As a Senior Partnership Marketing Manager, Chad helps highlight how sometimes, the path less traveled is actually less risky than sticking to the well-worn trail. In this way, he encourages others to try something new!

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Wednesday, June 16, 2021

12:00 PM EDT (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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