Leveraging Technology to Drive Success in 2021


December 17, 2020 | 2:00 PM CDT

One hour CPE webinar discussing how technology continues to reshape the way professional accounting firms like yours conduct business, and why modern payment technology is crucial to providing an exceptional client experience today. This CPE course will also look at how client expectations are shifting and explore the ways online payments help you streamline your workflow—and boost your cash flow.

This CPE webinar covers the following key takeaways:

  • How technology continues to revolutionize business
  • What it takes to deliver a great client experience today
  • The changing costs of doing business in 2021 and beyond
  • How industry-specific technologies can help you optimize workflow and cash flow

NOTE: CPE credit earned during live webinar attendance only. CPE webinar hosting and accreditation provided by CPACharge via Encoursa. For questions regarding registration, credits or support, please contact Encoursa at support@encoursa.com or 616-401-3223.


Presenter Details:

Amy Mann Director of Creative Services, CPACharge Amy Mann is a senior communications specialist and educator with more than a decade of experience working in the legal, accounting, and financial services industries. Amy is passionate about sharing the possibilities of payment technologies with leaders of accounting and law firms.


Presenter Details:

Brian Gable Senior Leader VP Retention, Santa Barbara Tax Products Group (TPG) Brian joined TPG in July 2019 after 20+ years in the Merchant Services Industry where he Managed Regional/National Sales and Relationship Management Teams for Chase Paymentech, Vantiv and Worldpay. He is responsible for the Relationship Management and retention of TPG’s Tax Preparers/EROs/Service Bureaus (27,000+ clients).