Turbocharge Your Profitability with Remote Office Technology

Date: Thursday, May 7, 2020
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter(s): Frank Stitely, CPA, CEO, Clarity Practice Management
Objective(s):
Participants will learn why remote office technology is about more than surviving the next pandemic; the hardware and software pieces that make you more efficient even when working from your office; collaboration strategies for working more efficiently with your staff; and how to transform your clients' experience and attract younger clients.
Field of Study: Business Management & Organization
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

This 60-minute session, Turbocharge Your Profitability with Remote Office Technology, will show participants how how to turn remote office technology into profits by implementing staff and client collaboration in the cloud. Participants will discover how to transform their client experience by making them an essential part of their operations. You will learn how to streamline your firm's operations by helping clients help you. You'll be able to use cloud communications strategies to attract younger, more affluent clients, who infuse vitality and value into your firm. Participants will learn why remote office technology is about more than surviving the next pandemic; about the hardware and software pieces that make you more efficient even when working from your office; collaboration strategies for working more efficiently with your staff; and how to transform your clients' experience and attract younger clients.

Presenter and Moderator Bios
Frank Stitely is a CPA and Managing Partner at Stitely & Karstetter, CPAs. He is also CEO of Clarity Practice Management, a publisher of cloud-based practice management software. Frank has owned his practice for over 29 years and developed Clarity Practice Management over the previous 10 years to serve the needs of both his practice and his clients. His recently published book, The Relentless CPA, can be found at CPATrendlines.com.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.