Events Calendar

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:  

Unique CPAs Podcast Livestream August 15, 2022

Don't miss the Season 3 LIVE Finale of The Unique CPA Podcast - 7pm Central! Join us by tuning into our live recording on location at The Beer Temple in Chicago, Illinois. If you're interested in joining us live, contact your rep for event details! Guest speakers include Allan Koltin, Dawn W. Brolin, Matthew May, […]


Clients are relying on their accountants and bookkeepers more than ever to learn what technology solutions are available and which solutions are the best fit for them. Accounting professionals have the opportunity to do this while also elevating their status to trusted advisors, by educating clients on key issues. Join Dawn Brolin, CPA, CFE, and […]


In this session, Dawn Brolin, CPA, CFE, shares her step-by-step client onboarding process for three key client service opportunities: monthly accounting, tax preparation, and advisory services using her onboarding technology linchpins, Liscio and SmartVault. During the session you will learn Dawn’s approach to eliminating bottlenecks, cyber security risks, and the inefficiencies that reduce profitability during […]

How to Fall in Love with Your Firm, Again

Be the leader your firm and clients need you to be in 2022. Join Alison Ball, Director of Marketing and Influencer Strategy at Liscio, and a panel of accounting experts for this inspiring episode of Practice Excellence. As history proves, it’s necessary to look to the future to lead your firm and navigate through the […]

The Ultimate Practice Management Checklist

Attend this live webinar with Dawn Brolin, CPA CFE, who chose Canopy for her own firm and is pulling back the curtain so you can learn exactly how to evaluate and implement Canopy for your firm’s needs. In this session you’ll learn: • How to evaluate what your firm needs from a practice management solution. • Learn […]

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