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Members Only MEGA CPE Day - VIRTUAL (KYCPAFREE)

Overview

Join us for the first ever members only KyCPA MEGA CPE Day, where you will gain exclusive access to a wealth of innovative information while earning up to seven hours of complimentary CPE. This dynamic event will provide insights from leading providers, thought leaders and trusted partner organizations all from the comfort of your computer. Participants will walk away with added knowledge and skills to fuel success in today's fast paced accounting and financial landscape. 

*Only those that have paid their 2025-2026 KyCPA membership dues before Aug. 21, 2025, will be able to attend. Dues renewals were sent July 1, 2025 and are available to pay online here. Be sure to renew in time to take advantage of this members only complimentary CPE!

Who Should Attend:

This event is ideal for KyCPA members looking to stay informed, earn CPE credits and connect with business-solution providers. Whether you are a seasoned professional or new to the field, valuable knowledge and opportunities are awaiting you.

Why Attend:

Stay informed: Keep up to date with the latest developments and changes in the profession, brought to you by leading industry sponsors.
Enhance your skills: Acquire new competencies that will help you deliver greater value to your organization and clients.
Discover solutions: Meet and learn from innovative business partners who have gained the trust of KyCPA.
Invest in your career: Take advantage of this unique opportunity to invest in your professional development at no added cost.

Agenda:

See agenda below however we are in the process of finalizing, so be sure to check back for more information. 



 

 


 

Objectives

Highlights

 

Agenda

Thursday, Aug 14th

9:00AM TO 9:50AM / General Sessions

Bruce Hrovat, CEO / President, LiaFI LLC

In today's unpredictable economic climate, one truth stands out: cashflow is not just a metric -- it's your business's lifeline. During our virtual session we will discuss why mastering cashflow is more critical than ever, especially for businesses earning approximately $1 million annually.

It is understandable that entrepreneurs focus primarily on revenue and profit, but what often gets overlooked is timing -- when money comes in versus when it needs to go out. This mismatch is where even profitable businesses can run into trouble. Our discussion will center on, what I think, is a forgotten reality: a small business can be profitable on paper and still run out of cash.
I will emphasize three key takeaways:

  1. Cashflow is dynamic -- it changes daily and must be monitored like a vital sign.
  2. Uncertainty exposes weak cash habits -- delayed invoices, overspending, or unmonitored recurring costs quickly become threats in a downturn.
  3. Building a cash cushion and understanding your cashflow patterns can buy time, options, and peace of mind.

The most common oversight? Small business owners often fail to treat cashflow as a forward-looking tool. Instead of using it reactively ("We're short this month!"), I would encourage small business attendees to shift to a proactive mindset: forecast, plan, and automate where possible.

I would also briefly introduce simple tools like cashflow score, manual sweep alerts, and real-time dashboards that can help small businesses gain visibility and take action pro-actively before problems arise.

In uncertain times, those who survive aren't just the smartest or most innovative -- they're the ones who manage cashflow like their business depends on it. Because it does.

Liafi.co remains committed to helping small businesses build resilience, starting with smarter cashflow management.


10:00AM TO 10:50AM / General Sessions

Lorin Smith, Product Manager, Rightworks

Join us for an insightful webinar to help you establishing a robust culture of security within your firm so you can proactively safeguard your firm and client data against the increasing threat of security breaches.  

In this session you will learn: 

  • The importance of security compliance 
  • Why security should be an active and living component of your firm's DNA 
  • How to develop a robust Written Information Security Plan 
  • The role of technology in seamless security management 
  • How to build success metrics to constantly track the effectiveness of your security measures 

This session is essential for firm owners, operations directors, and IT managers looking to enhance their security measures and protect their business's reputation and client trust. Whether you are just beginning to implement your firm’s security plan or looking to refine your existing practices, this session provides valuable insights and guidance to secure your firm’s future.  


11:00AM TO 11:50AM / General Sessions

Bobby Neutz, VP Employee Benefits, AssuredPartners

This session will introduce medical self-funded captives, an innovative health benefits solution designed for mid-size employers with 50 or more enrolled employees -- though we've seen strong success with groups as small as 35. We’ll explore how this approach can offer greater control, transparency, and potential cost savings compared to traditional insurance models.

To provide a well-rounded perspective, this session will be co-presented with our strategic partner, Pareto Health, bringing both the advisor and vendor viewpoints to the table. Join us to learn how self-funded captives work, what makes them effective, and whether this model may be a fit for your clients or organization.


11:50AM TO 12:20PM / General Sessions

12:20PM TO 1:00PM / General Sessions

1:20PM TO 2:10PM / General Sessions

Charles Wismer, Chief Executive Officer, @FincenFetch

The accounting profession is rapidly evolving, and Client Advisory Services (CAS) is at the forefront of this transformation. This session will equip CPAs and accounting professionals with the knowledge and tools to leverage AI-driven insights for CAS, helping firms transition from transactional services to high-value, recurring advisory engagements. Participants will explore the benefits of automation, industry benchmarking, and data-driven decision-making to enhance client relationships and significantly increase firm revenue.
By the end of this session, attendees will:

  • Understand the growing CAS market and its impact on accounting firms.
  • Learn how AI-driven insights streamline CAS offerings and improve efficiency.
  • Discover how to scale CAS services without increasing staff workload.
  • Gain strategies to position their firm as a leader in business advisory services.

This session will expand your service offerings and increase profitability through AI-driven CAS solutions.


2:20PM TO 3:10PM / General Sessions

During this session, we will share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid.  The objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.


3:20PM TO 4:10PM / General Sessions

4:10PM TO 4:30PM / General Sessions

Register Now

Review and choose your sessions and options above.

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

MEG814

Registration

Member Price:
$0
Non-member Price:
$0

Registration is open through 08/13.

Thursday, August 14th

9:00am to 4:30pm
(Check-In 8:30am)

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