This webinar will be held on Monday, August 4 at 1:00pm ET
Sponsor: Canopy Software
Duration: 1 Hour
Learning Objectives:
- How a modern practice management system can drive efficiency across your team
- What it means to unclunk your firm, and why it’s critical for long-term success
- Firsthand insights from a Canopy customer on creating smoother workflows and a better client experience
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Computer Software and Applications |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented By:
With over 25 years of marketing and business experience, Mart Withers has launched and revitalized hundreds of products and services in North America, Europe, and Asia-Pacific. Over the last decade, Mart has launched two new businesses, introduced several businesses to emerging and underserved SaaS markets, uncovered automation trends to maximize organizational performance, and tapped data to discover new business opportunities. He particularly enjoys uncovering why people do what they do, especially when it comes to the products they love. He’s worked in large multinational companies, startups, and everything in between. He thoroughly enjoys product storytelling and messaging, uncovering buyers’ journeys, driving go-to-market strategy, and empowering consultative salespeople. He graduated from Brigham Young University in Marketing. He has master certificates in Project Management from George Washington University and Product Marketing from Pragmatic Marketing Institute. With two and a half decades of experience, he specializes in helping organizations drive their product, marketing, and sales results.
Lera Kooper is the Owner and Chief Operating Officer at Accountability Services. As an experienced business owner, she is passionate about helping entrepreneurs overcome the obstacles that are holding their businesses back. A graduate of Central Washington University with degrees in Accounting and Supply Chain Management, Lera leverages her background to show clients how accounting and strategic planning illuminate a clear path for achieving financial and personal milestones.
Moderated By:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
Canopy is the firm-wide operating system that helps accountants build the firm they’ve always wanted. Canopy’s fully integrated practice management solution includes client management, document management, workflow, time & billing, engagements & proposals, and more. Trusted by over 3,000 accounting firms, Canopy’s solutions are SOC2-certified and data-encrypted. Learn more at https://www.getcanopy.com/.
CPA Practice Advisor 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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
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