Earmark CPE

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Archives for October 2023

Elevate Your Client Advisory Services with LiveFlow’s New Courses on Earmark

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We’re pleased to welcome the “Empowering Client Accounting Services (CAS) with LiveFlow” channel to Earmark! Presented by LiveFlow, this channel focuses on taking CAS to the next level.

Read on for details about their first course and how to start earning free CPE credits.

Overview of the Channel

The “Empowering CAS with LiveFlow” channel features webinars and courses aimed at advancing accounting professionals’ client advisory skills.

Topics covered include:

  • Financial forecasting and projection strategies
  • Data-driven insights for strategy and growth
  • Technology to improve workflows and advisory
  • High-value services like budgeting and planning

With real-world expertise, this channel provides the knowledge to expand your CAS offerings.

First Course Details

The debut course dives into 13-week cash flow forecasting to elevate client financial planning.

Led by Amy Walker, CPA and Anita Koimur, participants will learn:

  • The role and value of 13-week forecasts
  • Steps for building accurate cash flow projections
  • Using forecasts to guide business strategies
  • Reporting methodologies and best practices

Listeners will gain skills to immediately improve their CAS capabilities.

Earn Free CPE with Earmark

Earmark makes it easy to earn CPE credits for listening to accounting podcasts and webinars. 

Get started with LiveFlow’s cash flow forecasting course here.

Earn Free CPE with Ramp’s New Course on Earmark

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Ramp, a leading finance management platform, now has a channel on Earmark featuring specialized courses for accounting and finance professionals. Their first course covers how technology and AI can provide valuable insights for financial decision-making. And you can earn free CPE credits by listening!

How Tech and AI Can Help Drive Insights and Value for Your Clients

Ramp’s first course is “How Tech and AI Can Help Drive Insights and Value for Your Clients.”

The authors — Blake Rudolph, Audrey Carroll, and Zunie Nguyen — teach listeners practical examples of using AI, machine learning, and other emerging technologies to gain better visibility into finances.

You’ll come away with actionable strategies to leverage these tools for more informed, data-driven business decisions. This creates tangible value for both finance teams and the clients they serve.

While Ramp provides finance software, this course focuses on how technology can be applied for financial insights – whether or not Ramp’s platform is used.

Some key topics covered include:

  • Real-world case studies of AI improving forecasting and projections
  • Steps to build a “data-driven culture” within an organization
  • Tools to automatically surface insights from financial datasets
  • Ways to visualize KPIs and metrics for more straightforward reporting
  • Risks and limitations that come with relying on AI for finance
  • Planning for how roles may evolve as new technologies are implemented

Get free CPE today by listening to Ramp’s new course on Earmark and learn how AI can provide financial insights. Register for the course today.

Earn CPE for listening to the Young CPA Success Show

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Calling all young accounting professionals — We’re thrilled to welcome the Young CPA Success Show to Earmark. Created specifically for early career accountants, this channel provides invaluable insights to help you excel. Read about the show and access their debut course for free CPE credits.

The Show

The Young CPA Success Show equips you with advice and strategies for navigating your accounting career from the start.

Hosted by Joey Kinney and Hannah Hood, topics covered include:

  • Expert career tips from industry leaders
  • Building your personal brand
  • Accounting technology must-haves
  • Soft skills for workplace success
  • Insights on progression and leadership

With fun, engaging discussion, the show provides young CPAs with a roadmap for long-term success.

The Course

The inaugural course features guest Robert Minkler, a leader in breaking barriers in the accounting industry. He shares insights on:

  • Building a firm focused on flexibility and innovation
  • Creating a workplace culture that empowers employees
  • Implementing technologies like AI and automation
  • What the future holds for young accountants

Listeners will come away inspired and equipped to drive change and excellence.

Earn CPE with Earmark

Earmark makes it easy to earn CPE credits with courses based on popular accounting podcasts – like the Young CPA Success Show.

Take the first course from Young CPA Success Show here.