Members Only MEGA CPE Day - VIRTUAL (KYCPAFREE)

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.

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.  

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.

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.

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.