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Live Webinar

60-minute live streaming program
  • July 22
  • 1:00 - 2:00 pm EST

How to Recognize When You've Outgrown Excel for Accounting

July 22

Gain visibility, increase efficiency, and focus on what matters—your clients.

Successful accounting firms must provide high-value strategic support to multiple off site clients including high-net-worth individuals and small businesses, plus run a tight ship in house. One key to maximizing the profitability of your client accounting practices is reducing time-consuming manual efforts, including over-reliance on Excel®. Another is ditching high-maintenance on premises accounting software in favor of a modern, cloud-based financial management solution. In this topic, we will discuss how growing accounting teams can keep up with expanding operations by strategically deploying technology to ensure that each accountant can be as efficient as possible.

Learning Objectives

After attending this live webinar, you will be able to:

recognize when your firm has outgrown Excel® and other high-maintenance applications for client accounting services.

describe the elements of a modern financial management solution.

define cloud accounting.

discuss the benefits of automation and integration for financial close management.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

What Worked in the Past Won't Work in the Future

Traditional Workflows Are Expensive

You Don't Have to Give up Your Spreadsheets

The Future of Accounting Is Integration

What Could You Do With More Time?

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • AIPB 1.0
     
  • This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • CPE 1.2 including Computer Software & Applications 1.2
     
  • Lorman Education Services 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 web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Computer Software & Applications for 1.2 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.0 hour.
     

Who should attend?

This live webinar is designed for CFO, CEO, COO, president, owners, VP, controller, accounting manager/director, finance manager/director.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Blake Oliver

Blake Oliver

FloQast

  • Director of product marketing at FloQast
  • A CPA, entrepreneur, podcast host, writer, and public speaker who specializes in accounting technology
  • In 2016 and 2017, he was named a 40 Under 40 in the accounting profession by CPA Practice Advisor
  • Wrote Own Your Close, a newsletter for accountants and controllers, and co-host of the Cloud Accounting Podcast, a top 50 business news podcast in the United States
  • Previously, he built and sold Cloudsourced Accounting, a pioneering cloud-based outsourced accounting services firm
  • Before joining FloQast, he worked as a manager on the outsourced finance & accounting team at Armanino LLP, a top 25 firm nationwide
  • Can be contacted at [email protected]
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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 406486
Published 2019
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