Content Provider
Plootologo

Sponsored by
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Self-Study CPE
INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Free cpe webinars
Winning with FINTECH: How to Give and Monetize Tech Advice
Business Management and Organization

WINNING WITH FINTECH: HOW TO GIVE AND MONETIZE TECH ADVICE

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Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Business Management and Organization
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Small Business Owner
Series: AI Unchained 2024
Course Description

Do you feel like clients are always resisting change when it comes to fintech – or that you're missing a revenue opportunity by not charging for technology advice? You’re not alone. Carol Haverty, VP of Partnerships at Plooto, will walk through an off-the-ledger look at how accountants and clients are actually using fintech, plus recommendations for how to dispel client concerns and monetize your advisory services.

Following this session you will be able to determine:


  • The state of fintech adoption by accountants and their clients

  • The costs of underutilizing tech and benefits of tech adoption

  • Four client-friendly ways to expand your advisory services

  • How to remove your clients’ top five barriers to fintech adoption

Linkedin

Carol Haverty

Plooto
VP of Partnerships

(404) 260-0992

Plootologo

Carol Haverty is the Vice President of Partnerships at Plooto and a seasoned business executive with over 15 years of experience in big tech and fintech. She has held key leadership roles at companies like eBay, PayPal, and Xero, where she led North American partnerships. Known for her strategic vision and ability to drive growth, Carol’s expertise in fintech partnerships is pivotal as Plooto expands its ecosystem to empower more businesses with innovative cash management solutions.
 

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Botkeeperlogo
Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.