WEBINARS

Take your practice to the next level – explore Woodard Institute

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“I’m really excited about the new Podcasts. I’ve listened to the first one and I’m anxious for more. The Podcasts allow me to listen while in the car which allows me far more education that I would have time for in the office.” Hal Rosen, CPA 

Click the button above to register for Part 4 of the webinar. See links below to watch Parts 1-3 on demand.

After registering, you will receive a confirmation email containing information about joining the webinar.



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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“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.

View this series 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.

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Part 1:

“Stretching QuickBooks Desktop to Meet the Needs of Your Larger Clients”
We Presented this Segment May 2019

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Joe Woodard
CEO, WoodardTM

Mario Nowogrodzki, CPA.CITP
Owner, Mendelson Consulting

Craig Crescas
Partner Technology Strategist, Microsoft

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Part 2:

“Stretching Your Role with Your Clients through Custom Reporting and Business Analytics”
We Presented this Segment June 2019

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Joe Woodard
CEO, WoodardTM

Ernest Cook
Principal, Better Idea Group

Craig Crescas
Partner Technology Strategist, Microsoft

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Part 3:

“Stretching Your Practice to Include Technology Advisory Services and Partnerships”
We Presented this Segment July 2019

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Joe Woodard
CEO, WoodardTM

David Warner
Strategy and Channels, Microsoft

Scott May
Director of Channels, Stratos Cloud Alliance

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Part 4:

“Stretching Your Horizons through a Discovery of How Microsoft’s AI Powers the Future of Accounting Solutions”
We Presented this Segment August 2019

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Joe Woodard
CEO, WoodardTM

Shubham Choudhary
AI GTM and Solutions Lead, Microsoft

Craig Crescas
Partner Technology Strategist, Microsoft

RESOURCES

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“The Transformative Advisor Webinar Series”

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 will address 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 that includes:
    • Goal Setting
    • Team Development
    • Workflow Optimization
    • Project Management

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Part 1:

“Overcoming the Barriers: The Pathway to Transformative Advisory Work”
We Presented this Segment January, 2019

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Joe Woodard
CEO, WoodardTM

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Part 2:

“Creating Visibility: Transforming Clients through Key Financial and Operational Measurements”
We Presented this Segment February 2019

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Joe Woodard
CEO, WoodardTM

Fred Parrish
Co-Author, The E Myth CFO

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Part 3:

“Enhancing Performance: Transforming Clients through Strategic Advisory Work”
We Presented this Segment March 2019

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Joe Woodard
CEO, WoodardTM

Tom Uva
Practice Leader, Management Consulting Services at Elliott Davis

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Part 4:

“Deploying Technology: Transforming Clients through Strategic Technology Adoption”
We Presented this Segment April 2019

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Joe Woodard
CEO, WoodardTM

Anthony Schaefer
Virtual CIO, Immedion

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“Rise of the Accounting Guardians”

A Webinar Series Hosted by Joe Woodard

Small businesses are at risk of incurring financial losses due to credit card theft, data breaches, and fraudulent activity – any of which could cost your clients thousands – if not tens or hundreds of thousands of dollars.

Some financial hits incurred by small businesses are less malicious, but still painful, like production and project cost overruns and inflated G&A.

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.

“The ‘Rise of the Accounting Guardians’ webinar series equipped me to prevent a fraud attempt that could have severely impacted my practice. Thank you for the education you share with us. It is so very valuable.”

– Lee, Bookkeeper – Goleta, CA

During the this webinar series we feature a powerful software solution in the battle against small business fraud, privacy breaches, business identity theft and over-spending…Divvy. Divvy’s partnership program (free for accountants) empowers you to more effectively service the “guardian” role with your clients. Click here for more information.

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Part 1:

“Guarding Your Clients from Vendor and Employee Fraud”

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Dawn Brolin

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Part 2:

“Guarding Your Clients from Check, Wire and Credit Card Fraud”

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Greg Litster

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Part 3:

“Guarding Your Clients from Data and Systems Breaches”

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A Conversation with Randy Johnston

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Part 4:

“Guarding Your Clients from Cost and Expense Overruns”

WEBINAR PRESENTER(S)

Ron Saharyan, Johan Colvig, and Alex Bean

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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.

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Part 1:

“Discovering the Machines: An Exploration of AI, Machine Learning, Blockchain and Other Disruptive Technologies”

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Joe Woodard
CEO, WoodardTM

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Part 2:

“Leveraging the Machines: Creating Extreme Efficiencies and Profits through Process Automation”

WEBINAR PRESENTER(S)

Joe Woodard
CEO, WoodardTM

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Part 3:

“Transcending the Machines: Expanding Your Role Beyond Business Compliance to Business Coach”

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Joe Woodard
CEO, WoodardTM

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Part 4:

“Embracing the Machines: The Professional Landscape in the World of Cognitive Technologies”

WEBINAR PRESENTER(S)

Joe Woodard
CEO, WoodardTM

RESOURCES

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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!

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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.

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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!

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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