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CPA - small firm
CPA - medium firm
CPA - large firm
This executive-level workshop cuts through theoretical frameworks to deliver sophisticated, implementable techniques that drive measurable value for your clients. Perfect for advisory leaders looking to enhance their team's analytical toolkit and service delivery. Join Fady Hawatmeh, former CFO turned CEO, and Michael Ly, CEO of Reconciled, for an in-depth examination of advanced financial advisory approaches that scale across complex client portfolios. Bring your leadership team, strategic questions, and readiness to implement these advanced methodologies across your CAS practice.
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Identify next-level cash flow and balance sheet forecasting tactics that holds up even when markets get unpredictable
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Evaluate different approaches to custom metrics that go beyond vanity numbers to track what really drives client growth
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Assess sophisticated scenario planning methodologies that quantify risk and opportunity across multiple variables
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Acquire real solutions to those challenging client questions that separate trusted advisors from basic service providers
Fady Hawatmeh
Clockwork.ai
Founder and CEO
[email protected]
(314) 518-2472
Fady is the Founder and CEO of Clockwork AI, the FP&A software that gets clients results in minutes because it's built by professionals, for professionals. Prior to starting Clockwork AI, Fady started and scaled a successful Outsourced CFO Advisory firm for 4 years where he lived the pain of spreadsheet hell that gave him the idea of Clockwork AI. Fady also served as the CFO / COO of a healthcare technology company after working as a consultant in the oil & gas industry and a successful career at Boeing working in finance and strategy.
Michael Ly
Reconciled
CEO
[email protected]
(802) 242-1352
Michael Ly is an experienced CFO & Management Consultant with over 15 years of accounting & finance experience. He is the CEO of Reconciled It, Owner of Burlington CFO, and has served as CFO for a variety of companies.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) 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.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
For accounting firms committed to advisory services, Clockwork is the FP&A software that gets clients results in minutes because it’s built by professionals for professionals
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