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This session will highlight the most significant opportunities for businesses leveraging the Last-In, First-Out (LIFO) method in 2025. Participants will gain insight into LIFOPro’s history and evolution into the nation’s premier LIFO service provider, and learn how partnerships with CPA firms have expanded access to these benefits. The program will  explore the impact of tariffs and the unprecedented LIFO opportunities they create, with a special focus on strategies for auto dealers. Finally, we’ll discuss which industries and businesses represent the best LIFO candidates in 2025 and how to maximize the potential of this powerful tax strategy.

Learn why lease management continues to be a focus area for rapidly growing agribusinesses and how your firm can help reduce risk, improve compliance and make things more efficient for your customers.

Overwhelmed by all the cybersecurity claims vendors boast? It's more complicated than ever to separate substance from noise, especially since many companies use AI to sound impressive and credible...
 
Fortunately, former cybersecurity officer, Luke Kiely, will show you how to spot misleading security claims, implement practical security measures at your firm without disrupting your workflow, and use good security practices to build client trust and grow your business. No technical jargon. Just clear, actionable advice you can use immediately.
 
In the webinar, you will learn:
- Common misleading vendor claims and verification techniques
- Accounting-specific security frameworks that protect your practice
- Practical WISP implementation strategies that balance security and productivity
- How to leverage security practices as a competitive advantage in client acquisition and retention

Stay ahead of potential risks of using generative AI by establishing procedures around its use. Learn 6 key considerations for your firm when developing a generative AI policy. Hear the risks and how to address the concerns.

Join us in this webinar, where we 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.

Learning Objective: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements

Accounting firm technology has gone through a number of evolutions from introducing PCs and building networks to the return to the cloud and optimization of remote work during the pandemic. And now firms are adopting the next generation of digital automation, including generative AI tools such as ChatGPT. Underlying this is the firm’s information technology infrastructure and production applications referred to as the Tech Stack.  
This session will discuss key requirements for your firm’s future technology strategy, as well as specific recommendations on hardware, infrastructure and the evolving mix of tax, audit and accounting applications utilized to optimize client service. 

Learning Objectives:
• The 5th Industrial Revolution-AI is happening now; understand how it is changing everything and what your firm must do to ride the AI wave! 
• “Anyway” Collaboration: Working effectively anytime, anywhere, with anyone are minimum table stakes today-is your collaboration tech leading or lagging? 
• THE Tech Stack: Optimum accounting firm system infrastructure and specific equipment recommendations keeping your firm on the leading edge. 
• The Modern Firm Application Stack: How “best of breed” solutions are driving productivity in today’s accounting firms.

If your firm still juggles spreadsheets, emails, and disconnected tools when closing the books, this session is for you. Join Keeper CEO Ben Stein for an insightful, approachable session on how today’s scalable accounting practices are built—not by adding work, but by removing friction.
Ben will share how modern firms streamline everything from client onboarding and recurring tasks to document management and the month-end close. 

You’ll hear practical strategies—from using advanced workflow tools like Keeper to designing clear SOPs—that free you from needless tab switching and chaos. You'll also learn why deploying AI in your firm shouldn’t mean that it does everything, but instead focuses on doing specific tasks flawlessly. We’ll explore how integrating tools that centralize bank feeds, journal entries, receipt tracking, client communications, and more into one seamless process keeps your team efficient and your clients happy. Whether you’re a small firm looking to reclaim bandwidth or a larger practice planning sustainable growth, this session delivers a tangible roadmap to scaling smarter, not harder.