Hot Topics for Small & Medium-Sized Businesses in 2024
The Accountant-Lawyer Alliance (ALA) and Plus One Technology have joined forces to present an engaging session on pressing issues that are highly relevant to small and medium-sized businesses. This comprehensive 4-credit CPE/CLE course will equip you with the knowledge and strategies needed to grow and manage your business in today's dynamic business landscape. Our distinguished speaker will explore critical areas such as Compliance, Tech stack and tool management, and preparing your firm for acquisition.
During this course, you will:
- Learn what the components of a WISP are and what information you need to complete one.
- Explore FTC Safeguards Rule compliance issues
- How Increased compliance requirements can be a benefit to accounting and legal firms.
- The importance of proper tool management, integration, and automation.
- Preparing your firm for acquisition even if you just started
Register now to secure your spot and stay ahead of the curve!
| When: |
Friday, October 25th, 2024. 9:00 AM to 1:15 PM EST |
| Where: |
Your home or office |
| Speaker: |
Marc Umstead |
| CPE Credits: |
4 Business Management & Organization CPE |
| CLE Credits: |
4 Substantive CLE |
| Program Level: |
Basic |
| Prerequisites: |
None |
| Advanced Preparation: |
None |
|
Delivery Method:
Price:
|
Group Internet-Based
Free for members, $42.50 for non-members
|
The Presenters:
Marc Umstead is the President and Founder of Plus 1 Technology, a Philadelphia area-based technology firm. He has been in the industry since the early 2000s and has gone through multiple technology cycles, from Windows XP, to cloud computing, cyber security, and AI. He has a strong background in technology, business workflow, and business process. His company, Plus 1 Technology, has been featured by Channel Futures as one of the top 500 technology firms in the country. He has been quoted and featured in many print and web-based media nationwide. He has worked with accounting and law firms for 15 years and understands the challenges in the industry and how technology plays a key role in advancing these firms forward.
About CPE/CLE:
* The ALA issues CLE credits as an accredited provider of CLE in Pennsylvania (PA CLE Provider # 5963). Live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. To the best of our knowledge, the following states have attorney self-reporting procedures for out-of-state provider programs or reciprocity with accredited providers in the state of Pennsylvania: Arizona, Arkansas, Colorado, Florida, Hawaii, Illinois, Indiana, Louisiana, Massachusetts, Michigan, Montana, New York, North Carolina, North Dakota, Ohio, South Carolina, and South Dakota. However, please review the specific rules and requirements in your state. Please contact member services with any questions at memberservices@alacommunity.org.
Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
The Accountant-Lawyer Alliance, LLC 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.
