Events Calendar

A Callout to CAS – An After-Action Review for YE and 1099s

Date & Time: February 24, 2022 at 9:00 am PST / Noon EST Duration: One hour Hosts / Instructors:  Dawn Brolin, CPA, CFE, The Designated Motivator for Accounting Professionals   Webinar Platform:  Liscio Zoom Webinar   Congratulations!  You made it through 2021 YE and 1099 preparation!   Clients don’t know how hard you worked to ensure […]

Webinar: Liscio & Swizznet, How Smart Firms Streamline Their Operations


WEBINAR - REGISTER NOW Managing a busy accounting, bookkeeping, or tax practice isn’t easy.  You’ve got so many things to juggle and there are never enough hours in the day.  Security, staff productivity, and client satisfaction are top of mind for most firm owners but how do you balance all three, given that many tech solutions […]

Dawn’s Journey to Security & Compliance

  Dawn's Journey to Security & Compliance April 26, 1:00 p.m. EST Learn how Swizznet is changing the game for accounting firms with their Swizzstack for cybersecurity, managed IT, and Obsessive Support. Dawn will talk about her journey to security and compliance with Sam Schuemacher, Product Manager, Swizznet ,including the importance of: -Next gen antivirus […]

Get Paid While You Bank With Truly Financial

Join Truly Financial for a LIVE webinar on Zoom! Come see how Truly Financial's online banking system can help save you money, make payments and wire transfers faster, and make sure you get paid FAST! Come join us on April 28, 2022 at 10am Central Time (US and Canada) Register here: Click Here To Register […]

Dawn’s Journey to Offer Higher Value Advisory Services

    Dawn's Journey to Offer Higher Value Advisory Services Tuesday, May 3, 2022; 10am Pacific 1pm Eastern For accounting firms looking to grow and offer more value for their clients, implementing financial planning and advisory services is often the first step. But making the leap into advisory can be intimidating, especially when there’s a […]

Accounting Web Summit

  Have you registered yet for #AWEBLiveSummit? It is going to be epic! Discover what the future of accounting looks like from the experts, attend CPE accredited sessions, network with colleagues, and discover the latest fintech on the market that will revolutionize your business. Join us on May 9-12, 2022 in San Diego! Register today! […]

Improving How You Work With Your Clients – So that BOTH Sides Win


  Date & Time: May 18th at 10:00 am PST / 1:00 pm EST Duration: 60 minutes Instructor: Dawn Brolin, CPA, Sponsored by Liscio Sign Up Now:   This session is designed for any accounting professional who wants a smoother and more productive relationship with their clients.  Dawn Brolin, CPA, is committed to making […]

Conference Kick-Off: Using Technology to Differentiate Your Client Experience

Conference Kick-Off: Using Technology to Differentiate Your Client Experience May 19, 2022, 11 AM EST Sign up now!   Client expectations and compliance requirements for data security have changed the game when it comes to the way accounting firms need to serve their clients. Learn how technology is helping firms elevate their service level […]

Create a Streamlined Secure Document Management System for Tech Stack Efficiency

Create a Streamlined Secure Document Management System for Tech Stack Efficiency Wednesday, May 25, 2022: 12pm EDT Sign up here!   Course Description The post-tax season is prime time for learning about and implementing the new technologies that will help your firm achieve the highest possible levels of efficiency to drive productivity and profitability. […]

Detecting and Protecting Your Firm From Accounts Payable Fraud

Tuesday, June 07, 2022: 12:00 PM EDT Businesses are prime targets for accounts payable fraud, from both internal and external threats. From vulnerabilities related to gaps in their internal control processes to the ever-evolving threats posed by external cyber crime activities. Accounts payable fraud risks have only escalated in the wake of the Covid-19 pandemic […]

Fishbowl & Team Brolin: Reassess Your Success with Inventory Management


Join Dawn Brolin, CPA, CFE and Colby Sanford from Fishbowl to learn how to help your clients with inventory management, and how it can help you grow your practice, too! Register now for June 14 at 1 p.m. EST. Register here:  

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