CPE Today
CPE Today
CPE Today
Earn CPE Credits for Listening to Podcasts.
Streamlining CPA Firm Operations: The Power of a Single Portal
Discover how consolidating multiple portals into one centralized source can boost team productivity, improve the client experience, and revolutionize staff utilization
Jun 28, 2023
47 min
Robo Advisors: Friend or Foe?
In this episode, we will be discussing ChatGPT and Robo assistants, examining their potential as a tool to improve productivity and decision-making, as well as their potential risks and limitations. We’ll dive into the advancements in artificial intelligence and the impact it has on the job market, and we’ll examine the role that humans will play in the future of the workforce. Join us on this thought-provoking journey and stay tuned for more episodes that will provide you with valuable insights and information.
May 12, 2023
59 min
3x Revenue with the ROI Method(tm) of Tax Planning
The ROI method(tm) is a trademarked method Jackie Meyer, CPA and doctoral candidate created for tax advisory services and planning. It easily visualizes the tax savings an accountant can produce for a client, tends to triple the fees an accountant can charge, and transforms mundane busy work into passion and purpose.
Jan 24, 2023
51 min
Productivity Tips and Tricks - Part 2
Attend this session and learn the best tips to help you and your team accomplish more in less time.
Jan 6, 2023
50 min
Productivity Tips and Tricks - Part 1
In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and learn the best tips to help you and your team accomplish more in less time.
Jan 3, 2023
50 min
Business Intelligence Featuring Microsoft’s Power BI Tools - Part 8 of 8
Last episode to learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools
Dec 27, 2022
50 min
Business Intelligence Featuring Microsoft’s Power BI Tools - Part 7 of 8
Learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools.
Dec 23, 2022
52 min
Business Intelligence Featuring Microsoft’s Power BI Tools - Part 6 of 8
Learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools
Dec 20, 2022
51 min
Business Intelligence Featuring Microsoft’s Power BI Tools - Part 5 of 8
Learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools.
Dec 16, 2022
52 min
Business Intelligence Featuring Microsoft’s Power BI Tools - Part 4 of 8
Learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools.
Dec 15, 2022
1 hr
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