A New Business Model for CPA Firms

1 Self-Study CPE

Course Description:

Today’s future-ready CPAs are operating at the intersection of user experience, technology and business. But what does that mean exactly? In this inter­active session, we’ll talk about why innovation and agility are related and how moving to the cloud will transform your firm’s culture, business model and operations. You’ll walk away with tips and strategies on how to roll with constant change and how you can take your firm to the next level. After completing this session, you'll be able to:

  • List characteristics and symptoms of a firm whose culture needs to change
  • Explain how Transformation applies to Product Management and what you sell. Hint, It’s not an hour.
  • Learn How to put Innovation into your DNA
  • Learn where to find out more information to start or continue the transformation in your firm

Presenter: Jody Padar, CPA, MST

Jody Padar is one of the profession’s foremost visionaries and pioneers. As a practitioner, she is CEO and Principal of the New Vision CPA Group, a public accounting firm based in the Chicago area. And as an author, lecturer, coach, consultant and mentor, she advocates for progress and innovation in the profession, heralding a new way of thinking about the practice of accountancy and giving it new purpose. Having successfully transformed her own firm into a technologically advanced, paperless work environment, she is now dedicated to educating her fellow colleagues on how to make the same transition. She is a regular contributor to a number of industry publications, including CPA Trendlines, where she offers practical tips and advice on running a next-generation firm. Padar has been named by Accounting Today as “the Top 100 Most Influential to the Profession” for the last four years and manages her firm and discover new “best practices.” Padar is married, has two teenage children and swims competitively.

Padar earned her BBA from Saint Mary’s College and MST from Northern Illinois University. Padar is also an adjunct professor at Oakton Community College and a contributing member of the Intuit Trainer Writer Network.

Follow her on Twitter, @JodyPadarCPA; Linkedin and Facebook

Register Now for $49

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CPE Details

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Self-Study (QAS)

Field of Study: Personal Development

CPE Hours: 1


Sandra L. Leyva, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have 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.nasbaregistry.org. Our NASBA sponsor number is 112525.

Host: Rick Telberg

  • Founder and CEO CPA Trendlines, Bay Street Group
  • Accounting Today Top 100
  • CPA Practice Advisor Top 25

Host: Sandi Leyva

  • Founder and President Accountant's Accelerator, Sandra L Leyva, Inc.
  • CPA Practice Advisor Top 25
  • Most Powerful Women in Accounting