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Free cpe webinars
How CPAs Can Help Clients Identify Cost Savings Opportunities in Tech & Security

HOW CPAs CAN HELP CLIENTS IDENTIFY COST SAVINGS OPPORTUNITIES IN TECH & SECURITY

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 2, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

You are likely familiar with the names of technology companies on your clients’ ledgers, but do you really know what they are paying for?

In this webinar, the presenters will explore the ins and outs of common technology strategies for organizations including cost-saving solutions and risk mitigation. After attending this webinar, attendees will be equipped with the strategies and knowledge to better support their client’s in their technology buying decisions.
 
Learning Objectives:


  • Recognize common technology trends for small to mid-size businesses

  • Outline the costly risks many clients may unknowingly be putting themselves at by using certain technologies

  • Identify ways to engage your clients on the cost-effective technology options available to them

  • Determine strategies to effectively communicate with your clients on their technology

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dara Albright

DWealth Education
Host of the DWealth Muse podcast and Co-founder of DWealth Ed
dsa@daraalbrightmedia.com

Dwealthed

Dara Albright is a fintech pundit with distinct expertise in digital and decentralized finance. She possesses a distinguished 30-year career in financial services encompassing IPO execution, investment banking, trading, corporate communications, financial conference production as well as institutional and retail sales. She is the host of the Decent Millionaire podcast, an episodic podcast series that helps people discover the unprecedented wealth-creating potential of decentralization, web3 & Participate2Earn Economics, and is the co-founder of DWealth Education, a learn-2-earn EdTech platform designed to bridge digital asset literacy gaps in corporate, government and academic sectors. Albright serves on the boards of multiple fintech companies

Linkedin

Katelyn Huber

CloudInsyte
Co-Founder & Chief Operating Officer
kate@cloudinsyte.com
(646) 439-2144

Cloudinsyte

Kate previously spent over six years in an innovative healthcare tech startup growing the company and its core product. She uses her product experience to bring the process to our growing team and offerings, flesh out new business unit opportunities into something powerful and streamline our vision so we are all rowing the boat together...she also happened to row in the V8+ in college and really loves that analogy! Kate also serves as the NYC Chapter Representative for the LWT Board of Directors, supporting career development program efforts for women in NYC, and as the Website Development Coordinator/ Technology Co-Director for the Mama Mare Breast Cancer Foundation.

About Our Presenter

Dwealthed
The mission of DWealth Education is to produce innovative and entertaining financial content that makes personal finance and retirement planning not only easy to comprehend but alluring to the average consumer. Only by truly engaging the populous can the national wealth gap narrow and the looming retirement crisis be thwarted.