The Expert Webinar Series presented by AccountantsWorld

Bringing together accounting's most innovative minds
to help you move your practice forward

Completed webinars


Pricing on Purpose: Creating and Capturing Value

Presented by: Ron Baker, CPA
Shown on: Dec 13, 2017, 2:00 PM ET

Understanding how people make buying decisions is a key component to any successful pricing strategy. By grasping the concepts of how humans are influenced you can be better equipped to price successfully and increase your profitability.

This webinar will provide a look at behavioral economics, marketing strategy, and customer psychology, and how these principles should be applied to pricing, and will confront the conventional wisdom embodied in the old accounting firm business model, which states the way to success is by leveraging people and hours, or “We sell time.” Attendees will:
  • Understand the First and Second Law of pricing and how they influence your pricing decisions
  • Learn how the anchoring and framing effects influence pricing
  • Comprehend what and how people buy
  • Learn the importance of price psychology and emotions
Any professional who is interested in being among the leaders in the profession moving away from the old business model of operating a legal firm, while embracing the critical success factors of the knowledge economy, will find this presentation stimulating, dynamic, and thought-provoking.
"Extremely helpful! The more times I listen to Ron I learn more about the concepts involved in value pricing and how to better serve my customer(s)."
~ James H. Casa Grande, AZ
"Ron Baker is one of the best and most knowledgeable speakers I have ever listened to. Truly enjoy his webinars."
~ Martin M. Sugar Land, TX
"The presenter is very knowledgeable and touched on the important points. The information on additional reference materials will be very useful. Great job!"
~ Benedict F. Piscataway, NJ

30 Marketing Tips for Your Practice in 50 Minutes

Presented by: Div Bhansali, MBA
Shown on: Nov 08, 2017, 3:00 PM ET

Date: Wednesday, November 9, 2017 Time: 3pm ET Duration: 1 Hour In this fast-paced session, Div Bhansali will share over 30 marketing strategies and tactics for your firm. These tips are actionable, quick to implement, and proven to help you achieve your firm's marketing goals.

Whether your primary interest is in attracting new prospects, increasing the ROI of the marketing you already do, or boosting client retention and revenue per client, you'll learn ways to lift the impact of your marketing to new heights.
"Enjoyed the seminar, picked up a few tips, especially on how to generate effective word-of mouth "
~ Jeffery C. Cleveland OH
"I learned quite a bit about how I can make my practice more interesting to my clients thereby increasing my fees and possibly obtaining new clients"
~ Stephen G, Great Neck NY
"One of the best webinars I have attended - plenty of "meat" on the subject matter that will be helpful to all of us who attended. "
~ Danielle H, Greensboro NC

Transformation...Mindsets, Skillsets and Toolsets

Presented by: Gary Boomer, CPA.CITP
Shown on: Oct 18, 2017, 2:00 PM ET

The Cloud has provided great tools, yet many firms and their clients have not yet transformed. Could it mean their skillsets and mindsets are obsolete? A significant barrier to leveraging new technology is outdated processes and a lack of understanding on how to manage change. Successful CPA firms need to have the right skillset, toolset and mindset. Learn about game changing mindsets and the business capability model of the future.
"Gary always presents very relevant information."
~ Karen W. Albert Lea, MN
"Gary Boomer thinks outside of the box. Excellent webinar."
~ Deborah L, Huntington, WV
"Gary provided a view into the future and provided us with some tools to begin our journey into the future..."
~ Sharon M, Southbury, CT

100 or More Ways to Make 2018 Your Best Busy Season Ever

Presented by: Rick Telberg
Shown on: Oct 04, 2017, 2:00 PM ET

Join Rick Telberg, President and CEO of Bay Street Group LLC and publisher of CPA Trendlines, as he delivers a rapid-fire range of proven best practices, leading-edge innovative strategies, and the newest trending ideas to make more money, deliver amazing client service, and have more fun. CPA Trendlines Research is the leading independent source of actionable intelligence for data-driven decision-making by tax, accounting and finance professionals.
"Great Information and well presented. "
~ Samoa W, Santa Fe, NM
"Rick Telberg is always a fount of information. Thank you!"
~ Rita S. Centreville, VA
"Great presentation! Mr. Telberg is always helpful in tax season planning and practice management, well worth the time to attend the webinar."
~ Danielle H. Greensboro, NC

The Accountaneur Difference: Eight Uncommon Success Practices of Entrepreneurial Accountants

Presented by: Hitendra Patil
Shown on: Sep 20, 2017, 3:00 PM ET

The accounting profession is witnessing the fastest pace of transformation it’s ever seen. Technology is evolving rapidly. A talent shortage is coupled with changing expectations of the next generation. Regulatory uncertainties are making compliance more complex. The strategies, methods and processes accountants used for success in the past are no longer producing good results.

Yet entrepreneurial accountants, i.e. Accountaneurs, are outperforming traditional accountants. How can Accountaneurs ensure success and growth amidst these challenges?

Join AccountantsWorld’s Director of Practice Development and the author of Accountaneur: The Entrepreneurial Accountant, Hitendra R. Patil, as he:
  • Reveals the critical difference between Accountants and Accountaneurs;
  • Presents the eight uncommon success practices of Entrepreneurial Accountants;
  • Provides specific tips and tools on how accountants can leverage human behavioral insights to achieve a unique competitive advantage.
"Great information presented in a quick hour that was both relevant and useful."
~ Jose D. Wellington FL
"Very good information- especially about creating niches. I appreciate Hitendra's time and expertise."
~ Annette W. Brunswick GA
"What a great webinar! So many things I had been thinking about in terms of trends of the top firms were confirmed as true. "
~ Daniel H. Marysville WA

Professionalization of Client Accounting Advisory Services

Presented by: Samantha Mansfield
Shown on: Aug 23, 2017, 2:00 PM ET

The 2016 PCPS and MAP Survey revealed a marked increase in firm revenue related to client accounting services. As more firms are formalizing virtual CFO and controllership practices, client awareness and expectations are growing. To meet expectations, firms need to focus on service, training and best practices.
"Great discussion on niche accounting services"
~ Jonathan C, St. Louis MO
"Great seminar. Great topic."
~ Nicholas D, Little Silver NJ
" Excellent speaker and practical, useful program."
~ Danielle H, Greensboro NC

CPA Firm Technology Trends 2017

Presented by: Brian Tankersley, CPA.CITP, CGMA
Shown on: Aug 09, 2017, 2:00 PM ET

The fourth annual Accounting Firm Operations and Technology Survey was published in the second quarter of 2017. This session will present the major findings from this research, as well as some tidbits which were left on the editing room floor. Major areas covered include: practice management, technology management, computer hardware, application software, file management, remote access, and technology spending.

Participants will receive selected key findings from the survey, as well as some insight into the raw data from Brian Tankersley, CPA, CITP, CGMA, who is the editor of the survey report.
"Brian provided an excellent webinar regarding the survey and related technology utilized in today's office environment."
~ William J, Philippi WV
"This webinar provided to me very helpful information in terms of the importance of security for my in process business."
~ Fredesvinda P, The Bronx NY
"The presentation was excellent. It was exciting to receive information that would immediately improve our operations. Thank you!"
~ Ray P, Lubbock TX

The Anticipatory CPA: How to Get Ahead and Stay Ahead

Presented by: Tom Hood CPA.CITP, CGMA
Shown on: Jul 12, 2017, 2:00 PM ET

Recent research from the AICPA says that the business environment for CPAs and their clients will be characterized by “unprecedented, massive and highly accelerated change” through 2025. To thrive in this new age of hyper-change and growing uncertainty, it is now an imperative to learn a new competency – how to accurately anticipate the future. This session will show how to anticipate these trends and move from being a crisis manager to an opportunity manager.
"I thought the webinar was great. The presenter Tom Hood was so interesting. He had a refreshing approach."
~ Rachel P, Fort Lauderdale FL
"I really was impressed with this webinar, the topic, the content and they way it was presented."
~ Connie R, Bountiful UT
"Presentation well covered and speaker very well versed and prepared. message beautifully delivered."
~ Thomas M, Nanuet NY

3 Ways to Become a More Engaged Accountant…and Leader

Presented by: Chester Elton
Shown on: Jun 21, 2017, 2:00 PM ET

Job satisfaction and employee engagement have been on a steady decline for an entire generation. Despite universal awareness about the benefits of employee engagement, people are still disengaging in droves. And the accounting industry, which often deals with bureaucracy, understaffing, and tight deadlines, is shown to be even more susceptible.

So how do the most effective accounting leaders get their teams more engaged and stem this disengagement trend?

Join New York Times bestselling author and employee engagement expert Chester Elton where he will:

- Present three strategies to unlock accounting employee engagement and potential.

- Discuss the findings of a new study of 20,000 working adults, and how the most motivated accounting employees’ motivators differ from other sectors.

- Provide managers and individuals with specific tips and tools to align their work with his or her engagement drivers.
"So many great organizational dynamic principles I had forgotten, but on which I was refreshed as a result of this Webinar."
~ John D, Barboursville VA
"Thank you for the excellent webinar with such a great speaker, Mr. Elton was upbeat and very knowledgeable about what motivates people. He gave us great information that we can use in any business!"
~ Danielle H, Greensboro NC
"A timely subject well presented. Good insights into what motivates different people."
~ Dale P, Vancouver WA

2017 Tech Update

Presented by: Randy Johnston, MCS
Shown on: Jun 07, 2017, 2:00 PM ET

What has changed in technology that would benefit my organization? What does the future of technology hold? How can I take better advantage of tools I already own? What changes in hardware and software should I incorporate into my plans? How do I strengthen security in my organization?

Get answers to these questions and gain insights on long-term strategic choices and short term technology tactics to maximize your ROI by participating in this ever-popular, foundation session.
"Randy is SO knowledgeable, this could have easily gone 2 hours and still not covered everything that he is aware of going on today!"
~ Michael C, Lansing MI
"I couldn't be more pleased with the presentation. Randy is a font of knowledge."
~ Debra H, Parker CO
"I am delighted that Randy presents to the IRS. It certainly could use a bit of good information! Thank you for providing this webinar. "
~ Sharon McD, Southbury CT

Succession Planning: Perspectives from the Seller and the Successor Firm

Presented by: Joel Sinkin
Shown on: May 17, 2017, 2:00 PM ET

If you are considering growing by merging/acquiring a firm or you are closing in on reducing your time commitment to your firm within the next 6 years or less, this session is for you.

We will address when to start to plan your succession and how to choose a successor or a firm to acquire. We will explore alternative deal structures including our proprietary Two Stage Deal which enables the seller who is not ready to retire today to retain reasonable control and income while creating a strong succession plan leading to retirement in 1 to 6 years. Learn how to have a deal structure that works for a multi partner firms with some partners seeking an immediate role reduction, some over the next 1 to 6 years yet still satisfy other partners whose horizon is 10 years or more. Lastly we will review the keys to performing a proper due diligence and the strategies to ensure maximum client retention.
"Excellent presentation - very educational b/c our tax partner is wanting to transition out in 2 years and I want to buy in so great insights!"
~ Neera M, Melbourne Beach FL
"Joel was excellent and gave me new ideas not only for the future sale of my practice but also for advising clients."
~ Paul P, Tinley Park IL
"Very interesting and informative. Information I will be using immediately, thanks for the heads up on not trying to transition to a younger CPA!"
~ Michelle T, Weatherford TX

Forget Value Billing. Think Value Building.

Presented by: Chandra Bhansali
Shown on: May 04, 2017, 3:00 PM ET

Value billing is a trendy buzzword, but for most accountants the reality is that tax, accounting and payroll have become commodity services. Market dynamics – and your fee structure – have already set a perceived value for these services in your client’s mind. You know from experience that it’s hard to change your client’s perception, but then how do you make your practice more profitable and more valuable?

In this stimulating seminar, you’ll learn some simple and practical ways to make your practice more profitable and build true, sustainable value.
"The information provided offered steps for me to take after a tax season. I've been looking for available options."
~ Debra H, Riverside CA
"I would like to complete more webinars, because this really inspired my thinking. I received a glimpse of getting back into control as an accountant."
~ Bilal M, Chicago IL
"Great to see how technology can advance the profession. Would like to hear more about how technology may be able to eliminate jobs/tasks in the accounting profession"
~ Tammy W, LaHabra CA

101 Ways to Make 2017 Your Best Busy Season Ever

Presented by: Rick Telberg
Shown on: Dec 08, 2016, 2:00 PM ET

Join Rick Telberg, president and CEO of CPA Trendlines Research as he delivers a rapid-fire range of proven best practices, leading-edge innovative strategies, and the newest trending ideas to make more money, deliver amazing client service, and have more fun. CPA Trendlines Research is the leading independent source of actionable intelligence for data-driven decision-making by tax, accounting and finance professionals.
"Rick Telberg has great presentation skills that make all his webinars fun and resourceful. Thank you!"
~ Richard C, Santa Rosa CA
"He covered so many necessary topics and issues for the workplace and provided just what was needed to resolve some issues."
~ Yvette R, Jackson Heights NY
"I am feeling more positive about the 2017 busy season. Thanks for all of your points!"
~ Sharon McD, Southbury CT

Valuing Your Firm and Making It More Attractive to a Successor Firm or Firm Merging Up

Presented by: Joel Sinkin
Shown on: Nov 15, 2016, 3:00 PM ET

If you are considering growing by merging or acquiring a firm or you are closing in on reducing your time commitment to your firm within the next 6 years or less, this session is for you. We will get you a better understanding of whether it is a buyer’s or seller’s marketplace as well as when to start to plan your succession. We speak to how to choose the “right” partner to do a deal with and help you understand what will make your firm more attractive to merge with. It isn’t just about metrics. Lastly, we shall share tips on how to maximize client retention post-merger.
"Very Informative. Learned a lot in a very short time. Thank you!"
~ Sam A, Cincinnati OH
"My main interest right now is what metrics I should focus on to make it more saleable later. "
~ Paul N, New Holland, PA
"This is an ever increasing area of interest because of us aging Baby Boomers - very good presentation!"
~ Paul O, Elizabeth NJ

Accounting Firm Tech and Management Trends

Presented by: Brian Tankersley , CPA.CITP, CGMA
Shown on: Nov 02, 2016, 3:00 PM ET

Hundreds of firms participated in the Third Annual Accounting Firm Operations and Technology Survey in 2015. The survey results provide a snapshot of current firm practices and technology trends in this survey of small, mid-sized, and large firms across the United States. Major areas covered include business practices, best growth practices, expense management, capital expenditures, application updates, file management, remote access, and technology spending. Participants will receive excerpts with key findings of the survey, and some insight into the raw data from the authors.
Upon completing this session, you should be able to:
  • Describe at least three major trends in accounting firm operations identified in the presentation.
  • List at least two ways to effectively increase revenue at an accounting firm, as well as two successful ways to decrease expenses.
  • Identify at least three ideas from the presentation which can help your firm be more profitable.
"Awesome seminar and very informative!"
~ Carlton J, Savannah GA
"I found the power point slides extremely well done. Thank you!"
~ Chanie R, Woodland Hills CA
"Technology information presented was outstanding and will be very helpful to me going into tax season 2017 and beyond."
~ Madeleine W, Charleston SC

How To Reduce Stress

Presented by: Shrikumar Rao, PhD
Shown on: Oct 19, 2016, 2:00 PM ET

We all have one thing in common: we have stress in our lives, and it comes from a variety of sources: Financial worries; relationship problems; professional setbacks; health concerns; a lack of time to do what we think needs to be done; fear and insecurity…the list goes on and on.
Join Dr. Rao as he shares his proven techniques and strategies to help us change our mindset and reduce - or even completely eliminate - the stress in our lives. He’ll show us the root cause of our stress: our attempt to control the universe to behave in a particular way. Ironically, once we stop trying to control the universe, our chance of reaching our desired outcome actually increases.
"Wow - not what I was expecting from an accounting webinar! Thank you Dr. Rao for making me realize how fortunate I am. I will be using some of your suggestions right away."
~ Sharon McD, Southbury CT
"Thank you for hosting this presentation. It's words we just don't hear enough of and they provide more comfort than so much of the other noise out there."
~ Elaine M, Isanti MN
"Absolutely fabulous! I'm less stressed already!"
~ Barbara R, Los Angeles CA

Why (and how) To Market To Your Existing Clients

Presented by: Div Bhansali, MBA
Shown on: Sep 21, 2016, 3:00 PM ET

"Marketing" isn't just about reaching new prospects. In fact, for most firms, the greatest potential impact comes from marketing to the clients you already serve. Yet we tend to overlook the untapped value of our existing clients.
In this webinar, you'll learn:
  • specific reasons why marketing to your existing clients produces better ROI than marketing to new prospects
  • five retention marketing strategies that are both easy to execute and cost-effective for your firm.
These tactics are proven to boost client retention and revenue per client for accounting firms like yours.
"I enjoyed this webinar and was able to take away some nuggets that I can apply to my current marketing strategy."
~ Tonisha D, Newport News VA
"Concise and spot on! We all need to act on Div's advice!"
~ Sharon McD, Southbury CT
"Marketing is often overlooked. However, it's necessary. Great webinar."
~ Paul O, Elizabeth NJ

2016 Tech Update

Presented by: Randy Johnston, MCS
Shown on: Aug 17, 2016, 2:00 PM ET

There is more new technology to consider this year than almost any other year in the last decade. Hardware and software businesses are changing quickly, the Cloud impacts business decisions, mobile strategies are becoming more clear, and the Internet of Things is a game-changer on all fronts. In this keynote session, you will learn how to create a technology roadmap that helps improve organizational efficiency and avoid pitfalls.
Upon completing this session, you should be able to:
  • Identify fundamental and critical technology solutions;
  • Differentiate key technology categories;
  • List technology that can solve problems for you; and
  • Implement appropriate and current technologies using guidance from this session.
"Enjoyed the presentation. It made me aware of several different things I hadn't previously realized."
~ Kenneth B, Chatsworth GA
"This dramatically exceeded my expectations!"
~ Christopher C, Bakersfield CA
"Randy Johnston is tops when it comes to current and future technology. "
~ Leon H, Vinton VA

Using Technology to Improve Relevancy

Presented by: Erik Asgeirsson, MBA
Shown on: Jul 26, 2016, 2:00 PM ET

The pace of technological change has been greater in the past decade than perhaps at any time in history. Firms can either be disrupted by this change or leverage it in a way that creates growth and new opportunity. In this webcast, Erik Asgeirsson, president and CEO of, will highlight ways technology allows the accounting profession to offer higher valued services and makes firms more relevant in the eyes of clients.
"Great presentation! I'm looking forward to more details on the Digital CPA Conference!"
~ Wanda D, Montgomery AL
"Very good. I enjoyed hearing Erik's insights. Looking forward to the next webinar!"
~ Patrick B, Fort Pierce FL
"Great snapshot of where we need to take our businesses. Thank you."
~ Sharon McD, Southbury CT

Mindset Determines Growth

Presented by: L. Gary Boomer, CPA.CITP
Shown on: Jun 29, 2016, 2:00 PM ET

As Daniel Burrus stated is Flash Foresight, "Clients today don't know what they want because, the things they most want are things they don't yet know are possible. Give your clients the ability to do what they can't currently do, but would want, if they only knew it was possible."
Join us for this free webinar with L.Gary Boomer and discover how a change in your mindset can impact you and your firm’s ability to grow. During this webinar Gary will demonstrate how:
  • Disruption accelerates your thinking
  • Mindset accelerates growth
  • Together they can help attract quality clients and talent
During this webinar, Gary will also help you elevate your thinking and show you how to offer compliance and advisory services.
"Great webinar, I walked away with a lot of ideas!"
~ Kathy K, Wexford PA
"I'm happy I got involved in the Expert Webinar Series. Gary was talking to me and my concerns.....Great!"
~ Vincent G, Mentor OH
"In addition to be extremely informative, I found Mr. Boomer's webinar to be very motivating. Thank you."
~ H Toni C, Brooklyn NY

Making More Money: It's Easier Than You Think

Presented by: Dr. Chandra Bhansali
Shown on: May 12, 2016, 3:00 PM ET

The first thing that comes to mind for making more money is to get new clients. But that’s actually the most challenging approach to take. Thanks to the cloud, there are now easier and more sustainable ways to boost your bottom line. In this webinar, you’ll learn how to use better technology and processes to:
  • Reduce your cost of operation
  • Generate more profits from the services you currently offer, and
  • Offer highly profitable additional services to your clients.
Thousands of accountants have already used these techniques to boost their bottom lines by as much as 35% or more - without adding clients or increasing their staff. Don't miss this opportunity to learn their secrets.
"This CPE by Dr. Bhansali always inspires me, year after year! I think THIS year will be my breakout year! Thank you, Dr. Bhansali!"
~ Michael C, Lansing MI
"Looking forward to the next 7 webinars in order to make some wiser business decisions."
~ David R, Columbus WI
"This was an excellent presentation in that the Cloud has opened a wide variety of innovative techniques for accountants. Thank you."
~ Elodia H, Oak Harbor WA


AccountantsWorld 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: The NASBA registry number for AccountantsWorld is 102985.