CPAacademy.org | SPEND MANAGEMENT: HOW YOUR CLIENTS CAN LEVERAGE CARDS

Content Provider

Self-Study CPE

INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Spend Management: How Your Clients Can Leverage Cards and Control

Business Management and Organization

SPEND MANAGEMENT: HOW YOUR CLIENTS CAN LEVERAGE CARDS AND CONTROL

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm

Course Description

What are your small business clients looking for? Another way to pay. With inflation persisting, having choices when it comes to payments is helpful to keep cash flow in check. A strategic, tech-enabled spend management approach helps organizations understand their financials in real time, and that’s where your firm can play a major advisory role.

In this webinar, CPA.com’s Kim Blascoe is joined by former CPA and technology expert Richard Corn from BILL to discuss how firms can set their clients up to leverage business cards with automated expense management. Learn how to shift to a customizable process utilizing both physical and virtual cards to precisely control spending before it occurs.

Learning Objectives:

Recognize how spend management technology, including software-controlled physical and virtual cards, enables clients to proactively budget

Identify advisory opportunities that exist when shifting from reactive expense management to a modern, proactive spend and expense management process

Recall the benefits of an integrated financial operations tech stack and the impact it has on automation, efficiency, and time savings

Differentiate between different payment modalities and rails, and recognize the benefits of each

Kimberly Blascoe

CPA.com
Senior Director
[email protected]
(855) 855-5CPA

Kim leads CPA.com’s CAS 2.0 practice transformation programs, focusing on helping firms establish and grow optimized CAS practices through consulting, practice development, and training offerings.

Prior to joining CPA.com, Kim’s career was spent more than 30 years in public accounting, with the last 13 years at Wipfli, LLP. During her time at Wipfli, Kim led their CAS practice, providing a value-driven client experience utilizing an industry-focused U.S. and offshore team delivered through an innovative digital platform. Most recently, she turned her focus to the Wealth & Asset Management industry, where she led the Broker-Dealer & Advisor Network segment of the vertical.

Kim graduated from Montana State University with a Bachelor of Science, majoring in Accounting. She lives outside Phoenix, AZ, with her family.

Richard Corn, CPA

BILL
Director of Product, Accountant Ecosystem

Richard Corn is a CPA who gained his experience in public accounting at Eide Bailly working on a mix of corporate tax and audit clients. After Eide Bailly Richard joined the corporate accounting team at Intuit where he acted as the Controller for Intuit Financing Inc. a wholly owned lending subsidiary that operates QuickBooks Capital. In total Richard spent 9 years practicing accounting before making the leap into product management. Richard's experience in accounting and financial systems has helped him build deep empathy for the product needs around accounting automation and simplification.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

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About Our Presenter

CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.

CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.