12 FREE CPE Education Available
Date: Tuesday, May 21st
Time: 2:00p-3:00p EST
Registration Link: Registration Now!
$0 for Members / $50 for Non-Members
Session Title: How to Start a CFO Service
Session Speaker: Adam Lean, CEO/Co-Founder of The CFO Project
Session Description:
Grow your practice this year through CFO and business advisory services. In this presentation, we’ll show you how to do just that. We’ll cover why your clients are begging for this type of service, how to sell it to new clients and upsell to existing clients, and how to provide this service in a systematic and scalable manner.
• What business owners really want from a CFO/business advisory service (it’s not what you think).
• Why now is the right time to be providing CFO/business advisory services.
• How to determine if you’re qualified to provide CFO/business advisory services.
• How to get new clients to your practice and how to approach existing clients.
• How much you should be charging for this type of service.
• How to provide a CFO/business advisory service in the most efficient way possible.
CPE Details: 1CPE
Instructional Delivery Method: Group Internet Based
Recommended Field of Study: Business Management & Organization
Prerequisites: None
Program Level: Basic
Advanced Preparation: None
Social Media: BIO
https://www.linkedin.com/in/adamlean/
https://www.facebook.com/thecfoproject
12 FREE CPE Education Available
Date: Tuesday, June 18th
Time: 2:00p-3:00p EST
Registration Link: Registration Now!
$0 for Members / $50 for Non-Members
Session Title: Taxation for Foreign Nationals
Session Speaker: Christy Vinolia Eban Parthiban, MBA, Enrolled Agent
Session Description:
Tax professionals come across several clients who are foreign nationals and who moved into the US as their future home. From the time they enter until the time that they choose to leave, there are several tax compliances that have to be met with the IRS and the US Treasury. I will be covering the specifics of dealing with clients right from choosing their residency, getting ITINs, FBAR, FATCA obligations, PFIC rules, elections available for foreign nationals, foreign tax credits and streamline procedures for non-compliant taxpayers.
Learning will entail getting a good understanding of how to approach clients who are in the US on a visa, how to capture foreign income, select the right elections, filing the right forms, and capturing all income / deductions for filing.
CPE Details: 1CPE
Instructional Delivery Method: Group Internet Based
Recommended Field of Study: Business Management & Organization
Prerequisites: None
Program Level: Basic
Advanced Preparation: None
Social Media: BIO
12 FREE CPE Education Available
Date: Tuesday, July 16th
Time: 2:00p-3:00p EST
Registration Link: Registration coming soon!
$0 for Members / $50 for Non-Members
Session Title: Leveraging LinkedIn for Professional Growth and Business Development: A Strategic Approach with No Ick
Session Speaker: Dr. Anna Stumpf, Growth Coach, Collective Energy
Session Description:
In this session you’ll learn how to effectively utilize LinkedIn to build and nurture your professional network, strengthen connections, and develop business opportunities without coming across as overly self-promotional or salesy.
Don’t miss this opportunity to learn from our expert coach and take your LinkedIn presence to the next level. Register now and start unlocking the full potential of this powerful platform for your professional growth and business development. You’ll walk away with a roadmap for success and the confidence to implement these strategies in a way that feels authentic and aligned with your goals.
Join us as our experienced coach shares proven strategies and practical tips to help you:
1. Optimize your LinkedIn profile to showcase your expertise and attract the right connections
2. Engage with your network in a genuine and value-driven manner
3. Identify and connect with potential clients, partners, and industry influencers
4. Share valuable content and insights to establish yourself as a thought leader
5. Leverage LinkedIn features to grow your network and increase your visibility
6. Develop a consistent and authentic approach to building relationships and generating business opportunities
CPE Details: 1CPE
Instructional Delivery Method: Group Internet Based
Recommended Field of Study: Communication & Marketing
Prerequisites: None
Program Level: Basic
Advanced Preparation: None
Social Media: BIO
Webinars
Chapter Leaders: Did you know that pre-recorded webinars can be used by chapters for CPE credit?
How?
- First select a webinar from the library.
- Identify a facilitator for the program.
- In a live session, the facilitator introduces the topic, coordinates the discussion after the webinar’s conclusion, and facilitates any polling questions or other form of audience participation throughout the webinar.
- In a virtual session, the facilitator interrupts the webinar 3 times to obtain input from attendees to ensure they are still engaged. Input can be in the form of polling questions or entering a response in the chat feature. For instance, at the onset, participants can be given 3 words, then throughout the session, asked to enter the 1st, 2nd, then 3rd key word into the chat feature.
- Verify that all attendees participated in all polls or chat entries and attended for the full webinar time (ex. 50 minutes minimum for a 1 CPE credit webinar.
- Adhere to all other CPE request requirements included in the checklist.
Login to your member portal to view all webinars available to you!
Speaker’s Form
AFWA maybe looking for you!
AFWA has a number of speaking engagements through out the year.
Please complete the PDF Speaker’s Form and email it to us!
Submit completed form to shane.schaefer@afwa.org – any questions please email.
Chapter Training
Monthly Chapter/Member Chat Virtual Meetings: We are continuing to hold our monthly chapter/member chat meetings to provide a forum for our members to discuss their needs and get questions answered. Be sure to check out our upcoming Chapter Chats and register today!
Chapter Chat: Corporate and Affiliate Membership
Chapter Chat: Recruitment
Chapter Chat: Programming
Chapter Chat: Fundraising
Official National Registry Statement:
The National Accounting & Financial Women’s Alliance 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. AFWA-Denver Chapter #26 has made every effort to comply with NASBA/AICPA Statement of Standards. The State Board of Accountancy has 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 at https://www.nasbaregistry.org/ or afwanational@afwa.org
Refund Policy: Refunds will be made for cancellations received by midnight the Sunday before the Tuesday meeting. After that time, registrants are responsible for full payment. To cancel, please e-mail afwanational@afwa.org