WEBINARS

We provide nationally renowned Webinars for accountants and bookkeepers on a wide range of topics designed to empower you to better support your small business clients. Some of the most highly rated webinars are shown below.

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This webinar occurred February, 6 2020

The recording for this webinar is available exclusively to members of Woodard Alliance.

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(30 Day Free Trial Available!)

You can download the handout for this webinar through February 29, 2020 by clicking here.

“Is QuickBooks Desktop Dead?”

A Webinar Presented by Joe Woodard

QuickBooks Desktop boasts over 4 million users globally and enjoys a mature feature set that is the culmination of decades of product development.

Why, then, would we ask such an inflammatory question like “Is QuickBooks Desktop Dead?”

Our question isn’t about the capabilities or prevalence of QuickBooks Desktop. Our question, and this exciting new webinar, speaks to the relevance of QuickBooks Desktop in a post desktop world (i.e. a cloud world). We could ask the same question in a different way: “What is the Relevance of QuickBooks Desktop in the Cloud Age?”

The answer to this question, however we phase it, is of paramount importance to both QuickBooks Desktop users and the accountants who support these businesses in their use of QuickBooks Desktop.

During this webinar Woodard and our expert panelists will cover:

  • The economic viability of QuickBooks Desktop for Intuit and its shareholders
  • An analysis of Intuit’s investment in QuickBooks Desktop, including product development, marketing and channel empowerment
  • Two, Five and Ten-year projections by Woodard on the future of QuickBooks Desktop
  • …and more!
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This series occurred February, 2020

The handouts and recordings for all past segments of this webinar series are available exclusively to members of Woodard Alliance.

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“Rise of the Accounting Guardians”

A Webinar Series Hosted by Joe Woodard

Thousands of accountants and bookkeepers joined us in Fall 2018 for “Rise of the Accounting Guardians,” a four-part webinar series focused on protecting your clients from employee fraud, banking fraud, systems breaches, and G&A overruns.

We expanded our highly reviewed series to include 6 new sessions…free for accountants and bookkeepers!

As accountants and bookkeepers, we are uniquely positioned to protect our clients from these types of unnecessary and, often preventable, losses. This webinar series will equip you to protect your clients and, as a result, play a transformative role in the way your clients operate their businesses.

  • Part 1: “Guarding Your Clients from Vendor and Employee Fraud” – Dawn Brolin and Joe Woodard
  • Part 2: “Guarding Your Clients from Check, Wire and Credit Card Fraud” – Greg Listler
  • Part 3: “Guarding Your Clients from Data and Systems Breaches” – Randy Johnston
  • Part 4: “Guarding Your Clients from Cost and Expense Overruns” –  Ron Saharyan, Johan Colvig, and Alex Bean
  • Part 5: “Guarding Your Clients from Personal Exposure: Incorporation Strategies” – Nellie Akalp
  • Part 6: “Guarding Your Clients from HR and Payroll Penalties”
  • Part 7: “Guarding Your Clients from Malicious Email Schemes”
  • Part 8: “Guarding Your Practice from Write-offs and Scope Creep”
  • Part 9: “Guarding Your Clients from Cash Flow Crises” – Dave Fester and Justin Pulgrano
  • Part 10: “Guarding Your Clients from Hacks, Malware and Data Loss” (Handout available through February 29)
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This series occurred Summer/Fall 2019

The handouts and recordings for all segments of this webinar series are available exclusively to members of Woodard Alliance.

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“Stretch”

A Webinar Series Hosted by Joe Woodard

Almost all accountants and bookkeepers have a premium set of clients who have specialized needs and who provide opportunities for expanding your role and increasing your billable services.

To “stretch” yourself and your practice to better service your premium clients you need:
– Workarounds for stretching your clients’ use of QuickBooks (See Details Below)
– An expanded set of tools (e.g. Microsoft Office and Microsoft Dynamics 365 Business Central)
– Partnerships with experts who can work alongside you, especially with the client’s information technology needs

So, we teamed up with Microsoft and Stratos Cloud Alliance – one of Microsoft’s leading cloud service providers – to offer this exciting, four-part webinar series.

This series is designed for you to…
– Maximize your client’s use of QuickBooks
– Expand the scope of services you offer your clients
– Explore Microsoft’s powerful integrated business solutions, and
– Discover ways you can partner with Microsoft to add value for your practice and your clients.

  • Part 1: “Stretching QuickBooks Desktop to Meet the Needs of Your Larger Clients” – Mario Nowogrodzki and Craig Crescas
  • Part 2: “Stretching Your Role with Your Clients through Custom Reporting and Business Analytics” – Ernest Cook and Craig Crescas
  • Part 3: “Stretching Your Practice to Include Technology Advisory Services and Partnerships” – David Warner and Scott May
  • Part 4: “Stretching Your Horizons through a Discovery of How Microsoft’s AI Powers the Future of Accounting Solutions” – Shubham Choudhary and Craig Crescas
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This series occurred Spring 2019

The handouts and recordings for all segments of this webinar series are available exclusively to members of Woodard Alliance.

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“The Transformative Advisor”

A Webinar Series Hosted by Joe Woodard

Many small business owners want to have a more proactive, forward-looking and strategic relationship with accounting professionals…and most accounting professionals want to contribute to small business success.

In this ground-breaking webinar series Joe Woodard address practical ways to play a transformative role with your clients, based on his 20+ years of experience as small business transformation worker and his 20+ years training over 150,000 accountants, bookkeepers and other small business advisors.

During the series, Joe and his panel of experts addressed three primary approaches to small business transformation: Increasing Automation and Effectiveness through Technology Adoption, Increasing Visibility through Key Financial and Operational Measurements, Increasing Business Health and Performance through Strategic Planning.

  • Part 1:“Overcoming the Barriers: The Pathway to Transformative Advisory Work” – Joe Woodard
  • Part 2: “Creating Visibility: Transforming Clients through Key Financial and Operational Measurements” – Joe Woodard and Fred Parrish
  • Part 3: “Enhancing Performance: Transforming Clients through Strategic Advisory Work” – Tom Uva
  • Part 4: “Deploying Technology: Transforming Clients through Strategic Technology Adoption” – Anthony Schaefer
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This series occurred Spring 2018

The handouts and recordings for all segments of this webinar series are available exclusively to members of Woodard Alliance.

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“Future Proofing Your Practice”

A Webinar Series Hosted by Joe Woodard

The accounting and bookkeeping professions are facing a technological shift – what some are calling the 4th Industrial Revolution – that will, through automation, machine learning, artificial intelligence and Blockchains, radically alter the way you deliver services to your clients. Attend this powerful, four-part webinar series to make an informed response to the coming technological change.

  • Part 1:“Discovering the Machines: An Exploration of AI, Machine Learning, Blockchain and Other Disruptive Technologies” – Joe Woodard
  • Part 2: “Leveraging the Machines: Creating Extreme Efficiencies and Profits through Process Automation” – Joe Woodard
  • Part 3: “Transcending the Machines: Expanding Your Role Beyond Business Compliance to Business Coach” – Joe Woodard
  • Part 4: “Embracing the Machines: The Professional Landscape in the World of Cognitive Technologies” – Joe Woodard
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“Advising Clients Post Wayfair”

A Webinar Presented by Robert Schulte

The SCOTUS ruling on South Dakota vs. Wayfair has far reaching implications for small businesses throughout the U.S. Your clients are depending on you to guide them through the upcoming changes impacting anyone who collects sales tax on products or services!

The handout and recording of this webinar is available on demand for members of Woodard Alliance.

Learn More about Woodard Alliance

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“The Perfect Practice in 50 Words”

A Webinar Presented by Joe Woodard

Even if your practice is profitable – or thriving – it is often not the practice you prefer.  Many practices are plagued with stale client relationships, harsh political cultures, broken systems, and under-priced services.  But, there is a path to a better, more prefect practice. In this cutting-edge address, Joe Woodard, defines the perfect accounting practice (in exactly 50 words) and provides practical, achievable steps to intentionally fold the perfect practice design in your firm.

The handout and recording of this webinar is available on demand for members of Woodard Alliance.

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“The 10 Things You Need to Know about Tax Reform”

A Webinar Hosted by Joe Woodard, Conducted in Cooperation with Surgent

Woodard has teamed up with Surgent, leaders in tax education in the U.S., to provide expert instruction on the massive changes introduced by the “Tax Reform and Jobs Act” in 2017. Your instructor will focus on the new standard deduction, the repeat of personal exceptions, the deduction for qualified business income, limitations on business interest deduction, the limitation of losses for tax preparers other than corporations…and more!

The handout and recording of this webinar is available on demand for members of Woodard Alliance.

Learn More about Woodard Alliance

Visit this page often. We regularly add Webinars to this page.

Woodard Events, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

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