Cleaning Up Your Data

Date: Wednesday, August 7, 2024
Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time]
Presenters: Jana Cinnamon, Partner, Chief Operating Officer, Abdo, Don Kreye, Business Development Manager, Abdo, Steve McDonald, CPA, Managing Partner, Abdo
Field of Study: Information Technology
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.

Course Description

Abdo has met with over 200 firms in the past two years to discuss how firms are currently accessing practice management data / challenges of data integrity / how firms can implement best practices to ensure efficient visibility to data to manage their firms. We have found almost all firms have challenges with the integrity of their data, desire to "clean up" their data, and unfortunately only use static, PM reporting that does not provide the data they need to drive decisions. We tell our clients all day long they need the best data available to manage their business, its time CPA firms have the opportunity to do the same! In this three part series, we will provide practical steps to ensure your firm has real time, reliable data to efficiently manage your firm, with measurable results.

Once registered, you will receive zoom links for all three MAPCasts. The series build on each other. Register once and receive all three webinars!

Have a conflict with a date or register for the series after the first or second webinar has passed? No worries! Those that register will receive links to view the webinars past or missed, so that you can still have access to all content, even if you miss one of the live broadcasts. Replays are available for all sessions even if you purchased the series after the date of the live broadcast. Please note you will not be eligible for CPE credit unless you watch and participate in the live MAPCast.

Presenter and Moderator Bios

Presenter: Jana Cinnamon, Partner, Chief Operating Officer, Abdo

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Presenter: Don Kreye, Business Development Manager, Abdo

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Presenter: Steve McDonald, CPA, Managing Partner, Abdo

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  Online Registration

This MAPCast is part of the following series:

Value of Data to Manage Your CPA Firm

#1 Data Integrity and Current Process
June 5, 3:00pm EST

#2 Cleaning Up Your Data
August 7, 3:00pm EST

#3 Utilizing your Data to Drive Results
September 4, 3:00pm EST

The entire series can be purchased at a discount for:
$99.00 for Members / $180.00 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.


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 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