Workshops

The 'XYZ' Credential - Comments and Questions

Wednesday, August 22, 2001Following AICPA Chairman Kathy Eddy's presentation and Q&A session regarding the proposed global business credential, AccountingWEB members gathered in the AccountingWEB chat room where they conducted an informal analysis of the presentation. Here is the transcript of that session. Questions posed during this session will be forwarded to the AICPA's global credential committee for response.Open DiscussionKelly McRae: Let's continue with this conversation. Does anyone have questions or concerns?Charles: Is it a copy of the ACCA in UK?

AICPA Forum- Proposed Global Business Credential

AICPA Open Discussion on the Proposed Global Business Credential: Should CPAs Lead the Way?Presented by Kathy G. Eddy, CPA, Chairman of the AICPAWednesday, August 22, 2001 11:00 a.m.

E-Business, Increasing Your Value to Your Clients

E-Business, Increasing Your Value to Your ClientsPresented by Gregory S.

Training the Automated Auditor

Training the Automated AuditorPresented by Carolyn J.

Moving to the Paperless Audit Engagement

Moving to the Paperless Audit EngagementPresented by Duke SmaroffDirector of Development, Advanced Practice SolutionsContact Duke at duke_smaroff@rsmi.com(duke_smaroff@rsmi.com)Tuesday, August 14, 2001, 4:00-5:00 p.m. EDTVisit the AccountingWEB Workshop Calendar for upcoming sessions.SummaryThe paperless environment has arrived in the world of accounting.

Are 529 Plans the Best Way to Save for College?

Are 529 Plans the Best Way to Save for College?Presented by Rick Darvis, CPAOwner of Darvis AccountingContact mrfinaid@nemontel.netThursday, August 9, 2001Visit the AccountingWEB Workshop Calendar for upcoming sessions.SummaryWorkshop Highlights:General description of a 529 PlanControl features of the 529 PlansFinancial aid effect of 529 PlansThe type of client 529 Plans best suitIncome and gift

Free 401(k)s, and Compensation for Professionals

Free 401(k) and the Ability for Professionals to be CompensatedPresented by Tom PalkaRIA TechnologyContact tom@401konsite.comWednesday, August 8, 2001Visit the AccountingWEB Workshop Calendar for upcoming sessions.SummaryNow everyone can have a 401(k)Features of free 401(k) – no administration feesTrue, non-proprietary mutual fund

The Value of Direct Marketing and Lead Generation

The Value of Direct Marketing and Lead GenerationPresented by Larry Bildstein, CPAPresident and CEO of The Whetstone Group.Contact: larry_bildstein@thewhetstonegroup.comTuesday, August 7, 2001Visit the AccountingWEB Workshop Calendar for upcoming sessions.SummaryDirect Marketing is an effective marketing tactic to get the at
Education & Careers

Tips for Passing the CPA Exam

Academic knowledge and mental preparation must be brought together to successfully pass the CPA exam, according to Sam Goble, Vice President of MicroMash, in a workshop for AccountingWEB presented today.Some helpful hints for preparing for the exam included:Be Prepared MentallyBreak the exam down into topics and then subtopics, master a subtopic and then move on.Candidates often put too much time studying areas tha

Creating Value with Business Benchmarking

Creating Value with Business BenchmarkingPresented by Joe WestonAssociate, Gerke & AssociatesContact Joe at jweston@gerke.comJuly 31, 2001, 1:00-2:00 p.m.

Profiting From the Payroll Opportunity

Profiting From the Payroll OpportunityPresented by Don UhlAccountant's Advanced Marketing NetworkContact Don at donuhl@afdcenter.comThursday, July 26, 2001Visit the AccountingWEB Workshop Calendar for upcoming sessions.SummaryThe complete transcript of this workshop will be available here, Friday, July 27.The Payroll Business is HOT.

CPA Firm Information Management

CPA Firm Information Management - Moving Beyond Practice ManagementPresented by Tom DavisPresident of Knowledge Concepts and Managing Partner of Davis, Nichols & Associates LLPContact Tom at tdavis@tcdcpa.comJuly 19, 2001Visit the AccountingWEB Workshop Calendar for upcoming sessions.SummaryYou can read the complete transcript of the workshop.

Performance Appraisals

PERFORMANCE APPRAISALSThursday, July 12, 2001You can read the complete transcript of this workshop.The Association of Accounting Administration hosted the third of many AAAnswers.now Live sessions on Thursday, July 12, 2001. The session was held in the AccountingWEB Workshop room and was open to the public.The topic was Performance Appraisals. You've asked the question, "What's the Purpose of a Performance Appraisal?" and probably received a dozen or so different replies.

Introduction to Web-Based Auditing

Introduction to Web-Based AuditingPresented by Ryan FoxManager, Assurance Services, Deloitte & ToucheContact Ryan at ryfox@deloitte.comJuly 12, 2001Visit the AccountingWEB Workshop Calendar for upcoming sessions.SummaryIntacct Audit is the industry's first web-based auditing solution, delivered as an integrated part of Intacct's enterprise-class web-based accounting service

Role of the Marketing Director and What Creates Results

The Role of the Marketing Director and What Creates Marketing ResultsPresented by Allan BoressAllan S.

Practice What You Preach with David Maister

Practice What You PreachPresented by David MaisterPresident, Maister AssociatesContact David at david_maister@msn.comJune 28, 2001Visit the AccountingWEB Workshop Calendar for upcoming sessions.June 28 Session Sponsored by TAG International

E-Marketing for CPA Firms

E-Marketing for CPA FirmsPresented by David RossBizActionsContact David at mtbross@pacbell.netJune 27, 2001Visit the AccountingWEB Workshop Calendar for upcoming sessions.SummaryE-marketing is changing the way professional service providers market their services.

Making the Most of Your Referral Relationships

Making the Most of Your Referral RelationshipsPresented by Karen BerghFounder and President, RainMaker Pro Training & ConsultingContact Karen at ktbergh@aol.comJune 26, 2001Visit the AccountingWEB Workshop Calendar for upcoming sessions.SummaryDo you have the referral relationships you need to attract clients?

Satisfied, Loyal Clients: The Key to Growing a Practice

Satisfied, Loyal Clients - A Key Strategy to Grow Your PracticePresented by Larry Bildstein, CPAPresident and CEO of The Whetstone GroupContact Larry at larry_bildstein@thewhetstonegroup.comJune 21, 2001Visit the AccountingWEB Workshop Calendar for upcoming sessions.SummaryYou can read the complete transcript of th

Business Solutions for Rent: ASPs

Business Solutions for Rent: Application Service ProvidersPresented by James Subach, Ph.DManaging Member/Co-Founder, Bridge Alliance, LLCContact James at dr.jim.subach@worldnet.att.netJune 19, 2001Visit the AccountingWEB Workshop Calendar for upcoming sessions.SummaryYou can read the complete transcript of the workshop.Application Service Providers (ASP) represent a new set of opportunities and threats to today’s service p

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