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Preparingyourfirmfortheupcomingtechtsunami

PREPARING YOUR FIRM FOR THE COMING TECH TSUNAMI

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 16, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

There's a storm coming — a storm that threatens to wash your firm and your clients away. It's called a tech tsunami — and the time to prepare is NOW.

What's a tech tsunami? It's the perfect storm that forms when the 4 biggest forces in business financial tech come together. They are: social media, mobile technology, AI analytics, and, of course, the cloud. With a little preparation, those 4 forces can work with you to help you grow your firm and take on more clients. But ignore the tech tsunami and it'll wash your clients away.

Fortunately, TSheets has partnered with accounting experts Jim McGinnis and Misty Megia to develop a few survival tactics to help CPAs everywhere prepare for the tech tsunami. Join us for this 60-minute webinar to get the inside scoop.

Learning Objectives

  • Actionable steps to take your firm to the cloud take this summer.

  • Learn how to use the 4 forces in tech to become an indispensable trusted advisor.

  • Simple steps to create a unique presence on social media and connect with your clients!

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Testimonials
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Rebecca, FL

"The webinar helped me to gain insights I had either no knowledge of or little knowledge of. The speaker gave pointers on where I could go to get on the new technology. New technology is making changes and to gain profit we business owners need catch on or get left behind."
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Robert, FL

"Very enlightening - Jim's presentation certainly opened my eyes to new opportunities in tech for both my clients and my consulting group. Would like to better understand each platform's scale ability, integration costs, hosting fees, and maintenance burden."
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ANA MARIA, NY

"IT WAS A VERY INSPIRING WEBINAR, WE ARE LIVING TIMES IN WHICH ADAPTATION TO EVERYDAY TECHNOLOGY IS NOT AN OPTION BUT OUR DUTY, SO WE CAN OFFER A BETTER WORK FOR ALL OUR CLIENTS."
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kee, CA

"The trend of new techno lodge available to small business owner who have to adopt in order sustain profitable position. It was very interesting presentation."
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Deborah, GA

"Thank you for all the graphs specially for me Good, Better, Best and Cloud apps to Consider. I am slow to change and this information was an eye opener."
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Pete, WA

"The input on cloud passwords and security was enhanced with the reminder to communicate with the customer service providers for password changes."
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Christina, DE

"Jim McGinnis is a great presenter. The content was easy to understand and had a clear workflow. Great webinar!"
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Richard, OK

"An excellent well-balanced informational webinar. I would recommend it to any one before moving to the cloud!"
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jim McGinnis

TSheets
Strategic Advisor

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Jim McGinnis is currently serving as a Strategic Advisor to the TSheets Accountant Group. Prior to that Jim led Accountant teams at Intuit since joining in 2010. While there, he led the ProAdvisor program growing membership from 50K to the 200K ProAdvisors today. He led the launch of QuickBooks Online Accountant providing this valuable Free tool to Accountants to help manage their Firm and their clients’ QuickBooks. Finally, he led the rollout of Intuit’s “Firm of the Future” helping Accountants Get on the Cloud, Become Trusted Advisors, and Grow Their Practice. For this, he was recognized as one of the Top 100 Most Influential People in the Accounting Industry by Accounting Today in 2015 and 2016. Before Intuit, Jim was EVP and GM of Activision’s $400M Licensed Products Division, where he was responsible for videogames associated with blockbuster movies franchises such as Shrek, Transformers, James Bond, and Spiderman. Prior to his time there, Jim led marketing for PepsiCo’s Tropicana business, where he was responsible for the company’s $3B juice and juice drink portfolio, led marketing for Smiths Snackfood in Australia, and introduced P&G’s detergent portfolio into China and Argentina. Jim received his B.A. from Duke University and his MBA from the Kellogg Graduate School of Management. He is a member of the Economic Club of Chicago, and the Chicago Yacht Club. Jim is married and has two young sons, James and Charlie.

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Misty Megia

Misty Megia LLC
CEO & Creative Director
misty@mistymegia.com
(650) 393-9501

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Misty Megia (@MistyMegia), CEO of Misty Megia LLC, is a business strategist extraordinaire with over 30 years' experience in market strategy, project management, public speaking, corporate branding, channel marketing, and building some of the worlds largest educational membership programs. Misty has driven success for multiple companies helping them become multi-million dollar entities. She has implemented her techniques across various industries from hardware manufacturing, software developers, green energy, education, and the accounting profession, to name a few. Most recently, she was the Global Head of Education and Program Strategy at Intuit. Misty’s powerful methods in helping businesses create new revenue streams, develop their brand, streamline operations, and bring a fresh eye to a company have positioned her as a leader in her field. She was recognized by Accounting Today as one to Watch on the Most Influential People in Accounting and has been recognized as one of the Most Powerful Women in Accounting.

She trains high achieving leaders in strategy and public speaking techniques using her varied background in corporations and professional theatre. She lives in the San Francisco Bay Area with her incredible husband, Orlando.

About Our Presenter

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TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.