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Free cpe webinars
5 Steps To Spend Management Advisory

5 STEPS TO SPEND MANAGEMENT ADVISORY

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 22, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Accounting firms are increasingly using technology to offer clients a modern solution for traditional expense report management: it’s called spend management and it’s a CAS offering that’s rapidly gaining traction with firms. Join us as we walk through steps firms must take before introducing spend management services. We’ll clarify which clients stand to benefit most, and demonstrate how to set up an expense management policy alongside your client. We’ll define firm and client roles for introducing a spend management platform, and show you how to price and package your advisory services. 

Learning Objectives: 


  • Identify which clients will benefit from spend management

  • Recognize how a leading accounting practice set up their spend management services and the benefits realized by the firm and their clients

  • Conclude how to structure a spend management service offering to grow revenue without growing headcount

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

CPA.com
Senior Integrated Marketing Manager
[email protected]

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Amy Merletti is the Senior Manager for the Academic & Student Engagement team at the AICPA. Amy joined the AICPA in 2015 and oversees the Academic Champion program, Accounting Pilot & Bridge Project along with other key influencer initiatives. Prior to joining the AICPA, Amy worked in the marketing industry for a top accounting firm in Miami, FL. Her experience includes marketing strategy, brand management, event execution, and public and media relations. Amy received her bachelor’s degree from Florida Atlantic University in public communications with a minor in business hospitality and tourism management.

Rkl

Victoria Pritchard is a Senior Consultant at RKL LLP, where she assists clients in understanding their current processes and finance functions.

Billcom

Matthew is a Partner Manger at Divvy from BILL. He supports 125 accounting firms throughout the country by helping them streamline their accounting processes through technology platforms. Before Divvy, he worked as the CFO of a startup and saw firsthand the pain of traditional expense reports with his employees. Matthew received his bachelor’s in finance from Brigham Young University.

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Jayson Brannon

CPA.com
Vice President, Sales & Partner Success

(855) 855-5CPA

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As Vice President, Sales & Partner Success at CPA.com, Jayson oversees CPA.com’s customer-facing teams: Sales, Customer Success and Customer Service. In this role, he leads a team who helps firms build, execute and grow their practice areas by implementing best-of-breed technology solutions, modern practice development, and growth strategies as they move through digital transformation.

Jayson is a seasoned sales leader with nearly 15 years of experience selling fintech solutions to the accounting profession. Since joining CPA.com in 2018, Jayson and his teams have helped hundreds of firms evolve and grow, enabled by technology and practice development strategies.

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.