Category: Speaking

I had a lot of fun at Beta Alpha Psi’s (BAP) 2019 Atlantic Coast Regional Meeting today as a panel member on “Explore Your Career Choices” headed up by Zoe Yang of PWC. We were able to address two sessions of officers from BAP chapters in the region about the variety of career paths they could pursue, sharing tips, experiences, and perspectives along the way.

In addition to getting to talk with accounting students, it was also great fun to meet and get to know fellow panel members drawn from different areas of the accounting industry: including Big 4 auditors, forensic accountants, financial analysts, and more. I represented the accounting entrepreneur firm-owner and encouraged students to consider if the path might be a good fit for them to.

Pictured here with me is Ozo from the DC Public Charter School System and very friendly guy. Check out Beta Alpha Psi site for more info about their organization (of which I’m an alum), and cheers to all new accountants entering the profession!

Excited to be teaching a live Xero Advisor Certification course on October 23 at the beautiful Hamilton Hotel in Washington, DC. Time is 9 a.m. to 5 p.m., and registration is free!

If you’ve been curious about the Xero platform, or have tested the waters and want to get more, come on out — would love to meet you, and also help kick-off your Xero experience!

• Step 1 – Register on Xero’s website to become a Partner and access all their special Partner tools for free!

 

• Step 2 – Register for the Xero Advisor Certification course with yours truly. The link will auto-trigger into your Xero learning portal and register you for the course, plus you’ll receive a confirmation e-mail.

Check out the links, and see you there! 🙂

Happy to announce I’ll be appearing as the practitioner on a “Security & Your Practice” panel at the MSATP Solo/Small Firm Conference November 2 – 4 in Bethany Beach, DE.

The panel will be held twice during the weekend, and will seek to address emerging issues from the changing technology landscape and legislative pronouncements, including topics like: security insurance, portals, mobile device security, home offices, the new cyber legislative credit, and more.

You can visit the event page to learn more about the conference and potentially register, and also feel free to check out membership in the Maryland Society of Accounting and Tax Professionals.

I’m pleased to be re-joining the Faculty of Karbon Academy for their “102 course” semester starting late this August.

Karbon Academy is an educational offering of the practice management/ workflow software Karbon. It seeks close the accounting education gap and empower our profession to face the challenges in today’s industry while looking boldly to the future. According to their home page:

“Karbon Academy provides online professional courses in management, growth, technology and strategy. Focused on practical applications and group discussions, it is taught by leading practitioners and business mentors.

The particular sessions I’ll be guest lecturing in are being finalized, but tentatively I’ll be assisting in “Strategy 102: How to of Value Pricing”, “Strategy 102: Innovation: Practice & Services”, and “Growth 102: The Selling Process”. Last year I really enjoyed helping teach process design in the EFF-101 course. (My full faculty profile and course listing.)

You can find a full listing of courses on their website, sign up for any of the new 102 level courses for $900, and access the 101 courses self-paced at $200.

Also, there’s also many great resources on the Karbon website, not to mention their Magazine. And don’t forget to check out their practice management/workflow software if you want to see if their approach to practice management and workflow is a good fit for your firm.

I was pleased to give a DET Talk at the VeraSage Symposium 2017 hosted in Allen, Texas, and chose two topics to focus on: “Variations on The Neinbach” and “Assisted Valuation”.

The first relates to different pricing heuristics I adapted from the Neinbach pricing model as a quick shorthand and to also aid purchasing decisions. The second is a method and worksheet I developed from material by Blair Enns, Ron Baker, and Mahan Khalsa that I use in my own firm’s Value Conversations.

Below are my slides, and hope you enjoy!

My colleague and friend Barrett Young and I taught the first non-Xero sponsored Live Advisor Certification on October 23 in Columbia, MD under the Maryland Association of CPA’s banner.

The MACPA location worked great, and we covered the basics any accountant/bookkeeper looking to start working on the advanced Xero platform needs to know: the Xero accountant tools, setting new Xero customer files, how to record everyday income and expense transactions, plus how to use Xero’s strong reporting tools.

I expect additional Live Certification opportunities to present themselves, and will keep you posted here!

On October 3, 2017, I gave a presentation in Columbia, MD  for the Maryland Society of Accounting & Tax Professionals entitled “Apps for Accounting & Tax Practices”.

My goal was to share what I see as the evolving definition of what an app is, plus  demo a selection of apps I use in the categories of accounting, tax, communication, general business, and travel. I closed out by providing an approach to discover and deploy new apps.

Below are the slides I used for your reference too!