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The Future Is Vertical: Best Practices to Operationalize with Spend Management

THE FUTURE IS VERTICAL: BEST PRACTICES TO OPERATIONALIZE WITH SPEND MANAGEMENT

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 18, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Want to know how to enhance firm efficiency? Operationalize. The data is in and 77% of CAS firms report focusing on client verticals to standardize transactional work and elevate the role of the trusted advisor. As an approachable first step, utilizing spend management technology allows firms to standardize client transaction data and offer visibility of client spending against budgets.

In this webinar, Ben Hart from BDO and Amy Bridges from CPA.com, will discuss how to operationalize spend management services within client verticals. They will show you how to move beyond AR and AP engagements by standardizing spend management as a best practice and how to implement this service to scale your CAS practice and gain new efficiencies.

Learning Objectives: 


  • Identify a true vertical focus to help unlock the next stage of practice growth 

  • Recognize that spend management services can be operationalized within client verticals 

  • Plan to extend AR and AP services to proactive client budgeting and forecasting with spend management technology

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Amy Bridges

CPA.com
Professional Development Manager

(855) 855-5CPA

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Amy comes to CPA.com with more than a decade of classroom instructional experience, and an additional 15 years of work with software development, training, and consulting. These experiences have honed her instincts in curriculum design, process documentation, and adult learning.  Her expertise in assessment for the improvement of teaching and learning was sharpened in real-world practice, and now allows Amy to lead the evolution of the next phase of educational offerings CPA.com will bring to market. She is eager to help CPA.com expand their recognition as a provider of high-quality, best practice education for firm enablement and business development.  Amy holds a B.S. Mathematics with a minor in Math Education from Purdue University and an M.A. Education in Currculum and Instruction from the University of Indianapolis. 

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Damon Sheranian

BILL Spend & Expense
Senior Account Partner Manager

Billcom

Damon is a sales professional committed to honesty, integrity and finding win-win scenarios. He nurtures and maintains long-term customer relationships by cultivating transparency in the sales process and a commitment to delivering on promises. Damon is a Senior Account Partner Manager at Divvy.

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Ben Hart

BDO USA, LLP
Manager, Business Services & Outsourcing

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Ben is a Business Services & Outsourcing Manager at BDO and assists clients with professional assurance, tax and advisory services to a wide range of publicly traded and privately held companies. 

About Our Presenter

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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.