Wednesday, December 16, 2026 · 1:00–2:00 PM ET Noon CT · 11:00 AM MT · 10:00 AM PT
The question on the table
Freed-up hours don't turn into revenue on their own.
Automation is absorbing compliance, bookkeeping and administrative work across the profession. The open question for firm leaders is what to do with the time it returns. Leave it alone and it disappears into the day. Plan for it and it becomes the capacity your client advisory services practice has been waiting for.
This program puts three technology leaders on one stage, each from a different part of the firm's stack, and asks every one of them the same question:
“Your technology frees up hours. How does it help firms turn that time into revenue and new clients?”
Three answers, one hour, followed by live Q&A with all three presenters.The hour, minute by minute
Follow the capacity from freed hour to new client
The segments run in the order the work actually happens: free the hours, package and price the new work, then use it to win and keep clients.
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5min
Opening: the capacity problem
The Academy moderator frames where the returned hours are coming from, and why they rarely show up on the income statement without a plan.
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15minFree the hours
Where the capacity comes from
Which compliance, bookkeeping and workflow tasks automation now absorbs, and how to estimate the staff time each one gives back.
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15minPrice the work
From open calendar to priced engagement
How to scope, propose, engage and bill advisory services so the new capacity is sold, not just available.
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15minWin the client
Using client-facing technology to compete
How portals, intake and client communication deepen existing relationships and help the firm win new client business.
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10min
Live Q&A and close
Bring your questions. All three presenters answer, and the moderator ties the three segments together.
Learning objectives
After this session, you'll be able to:
- Identify the compliance, administrative and workflow tasks that automation and AI now absorb, and estimate the staff capacity each one frees.
- Describe how to convert freed capacity into scoped, priced advisory engagements, including proposal, engagement letter and billing workflows.
- Evaluate how client-facing technology (portals, intake, communication and workflow) can be used to deepen client relationships and compete for new client business.
Presented with
Three perspectives from across the firm's tech stack
Each segment is presented by a technology company in a different category, one company per category. Presenters will be announced shortly.
Automation & compliance
Bookkeeping, sales tax or payroll automation: where the hours come from.
Pricing & proposals
Packaging, pricing and billing the advisory work that fills them.
Client experience & practice management
Portals, workflow and communication that keep and win clients.
Education, not a sales pitch. NASBA standards don't allow CPE content to be promotional, so every segment teaches to the learning objectives with real firm examples, workflows and numbers. The Academy reviews each presentation before the event.
Who should attend
Built for the people deciding what the firm does next
- Firm owners and partners
- CAS and advisory leaders
- Practice and operations managers
- Anyone planning how to use capacity gained from technology
CPE details
Program information
- CPE Credits
- 1
- Field of Study
- Business Management and Organization
- Level
- Basic
- Delivery Method
- Group Internet Based
- Prerequisites
- None
- Advanced Preparation
- None
- Recommended Audience
- Firm owners, partners, CAS and advisory leaders, and practice managers planning how to use capacity gained from technology
Price: Free
To earn CPE credit, attend live and respond to the polling questions during the session. Can't make it live? Register anyway, and we'll send you the replay link (CPE credit is available for live attendance only).
Put your firm's new capacity to work
One hour. Three practical answers. One free CPE credit. Wednesday, December 16, 1:00–2:00 PM ET.
The CPA Trendlines Academy (Thomas Advisors LLC d/b/a), #170718, 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
The CPA Trendlines Academy · Thomas Advisors LLC d/b/a · 217 Whitehill Rd., Leland, NC 28451
Questions: support@cpatrendlines-academy.com · Sponsorship inquiries welcome