Canada Education Month 2026
The accounting profession is changing. Stay ahead of the curve and get ready for 2027 with a free month of virtual learning sessions to help you set your practice and your clients up for success. Earn up to 24 CPD credits!
Education Month 2026
November 3 to December 10: 18 free webinars
Get ready for a supercharged month with free webinars by Xero experts to help you navigate the ever-evolving accounting landscape. Whether you’re new to Xero or a longtime partner, you’ll find sessions to help you expand your services, simplify complex workflows, and stay competitive.
- Discover how to deliver more value to your client
- Find ways to streamline your practice
- Explore how to unlock new growth opportunities, all while earning up to 24 CPD credits
Supercharge your practice through learning
Join our sessions to hear from experts on topics like AI and advisory services, discover the suite of Xero products and app stacks that can transform your practice, and get ready to set up your practice and clients up for success.
Earn up to 24 CPD credits
Most sessions come with CPD credits. Attend the webinars and earn as you learn. Take a look at the sessions and the number of CPD credits that apply below.
Expand your services. Increase your impact
Learn how to structure, price, and scale advisory services to maximize profitability and build deeper client relationships.
Gear up for tax season
Tax season can be demanding, but this year, make it easier than ever. Whether it’s the session introducing TaxCycle or the one about unleashing invoice and bill entry with Xero, you’ll learn how to use Xero to navigate your busy season with more efficiency and less stress.
Take your learnings home with you
Your professional development doesn’t have to end when the session does. We make it easy to revisit the content and continue making a tangible impact on your practice. Your registration includes:
- Access to the recordings after the event
- Access to valuable resources to help you apply what you’ve learned
Xero partner? Check out these Education Month webinars
Discover where AI actually belongs in your accounting practice. Led by MATAX founder and Xero Partner Awards AI Efficiency Champion Dawn Hatch, learn what's genuinely safe to automate, what still needs your judgment, and what safeguards must be in place before client data touches an AI tool. Walk away with one actionable habit you can implement immediately.
Discover where AI actually belongs in your accounting practice. Led by MATAX founder and Xero Partner Awards AI Efficiency Champion Dawn Hatch, learn what's genuinely safe to automate, what still needs your judgment, and what safeguards must be in place before client data touches an AI tool. Walk away with one actionable habit you can implement immediately.
The future of accounting isn’t about replacing people, it’s about helping you do your best work. In this session, see how automated bank reconciliation, Xero Analytics, and JAX help you cut manual data entry and matching while keeping control of every decision. Stay on top of your numbers, deliver clearer insights to clients, and reclaim time for value-add work—without extra hours.
The future of accounting isn’t about replacing people, it’s about helping you do your best work. In this session, see how automated bank reconciliation, Xero Analytics, and JAX help you cut manual data entry and matching while keeping control of every decision. Stay on top of your numbers, deliver clearer insights to clients, and reclaim time for value-add work—without extra hours.
Build a holistic Client Advisory Services offering. Explore how the five core Advisory service lines—transactional accounting, controllership, back-office outsourcing, financial planning and advisory, and fractional CFO—function as distinct services while working together. Learn the team roles and skillsets necessary to support these services effectively and scale your advisory practice.
Build a holistic Client Advisory Services offering. Explore how the five core Advisory service lines—transactional accounting, controllership, back-office outsourcing, financial planning and advisory, and fractional CFO—function as distinct services while working together. Learn the team roles and skillsets necessary to support these services effectively and scale your advisory practice.
Dive deeper into the five functional Client Advisory Services areas. Discover the unique processes for each service, how they align across your practice, and the team structures and skillsets required to deliver them effectively.
Dive deeper into the five functional Client Advisory Services areas. Discover the unique processes for each service, how they align across your practice, and the team structures and skillsets required to deliver them effectively.
Build a real AI playbook for your close. In this hands-on session, map your actual month-end close step by step, identify where AI can help and what should stay with you, then create a written, repeatable playbook for one step. You'll learn file organization best practices, how to check AI's work, and approval workflows—and leave with the first draft of a playbook you can use immediately.
Build a real AI playbook for your close. In this hands-on session, map your actual month-end close step by step, identify where AI can help and what should stay with you, then create a written, repeatable playbook for one step. You'll learn file organization best practices, how to check AI's work, and approval workflows—and leave with the first draft of a playbook you can use immediately.
Learn how Financial Planning & Analysis goes beyond analytics to deliver actionable management advice. Define clear service boundaries, standardize your deliverables, and build confidence when engaging with business owners and other leaders within your clients' organizations
Learn how Financial Planning & Analysis goes beyond analytics to deliver actionable management advice. Define clear service boundaries, standardize your deliverables, and build confidence when engaging with business owners and other leaders within your clients' organizations
Build scalable advisory with the right tools. Learn how JAX, online bill payments, and automatic bank reconciliation enable you to turn routine workflows—invoicing, payments, reconciliation—into meaningful advisory conversations with your clients. Move from reporting numbers to helping them act on them. Whether you're launching advisory or scaling what you've built, get practical strategies to deliver more value and deepen client relationships.
Build scalable advisory with the right tools. Learn how JAX, online bill payments, and automatic bank reconciliation enable you to turn routine workflows—invoicing, payments, reconciliation—into meaningful advisory conversations with your clients. Move from reporting numbers to helping them act on them. Whether you're launching advisory or scaling what you've built, get practical strategies to deliver more value and deepen client relationships.
Choose technology that scales your Client Advisory Services. Explore the tools and platforms needed to support workflow, data management, client collaboration, and automation across each advisory service area. Learn how to align your technology with your firm's capacity and client experience to maximize impact.
Choose technology that scales your Client Advisory Services. Explore the tools and platforms needed to support workflow, data management, client collaboration, and automation across each advisory service area. Learn how to align your technology with your firm's capacity and client experience to maximize impact.
A crucial aspect of offering advisory services is being able to turn financial data into something clear, useful, and easy to talk through with clients. In this session, we’ll show how Xero Analytics can help you do exactly that with customizable dashboards, visualizations, KPI tracking, and cash flow tools built right into Xero. You’ll see how to use these features to spot trends, explain what the numbers mean, and bring more confidence and consistency to your client conversations.
A crucial aspect of offering advisory services is being able to turn financial data into something clear, useful, and easy to talk through with clients. In this session, we’ll show how Xero Analytics can help you do exactly that with customizable dashboards, visualizations, KPI tracking, and cash flow tools built right into Xero. You’ll see how to use these features to spot trends, explain what the numbers mean, and bring more confidence and consistency to your client conversations.
Discover how TaxCycle can help you manage the full tax return lifecycle with greater speed and efficiency. Learn practical ways to transition competitor files, leverage Microsoft Excel integrations, use productivity shortcuts and automated review tools, and streamline filing with EFILE—saving hours per return while supporting accurate, error-free work.
Discover how TaxCycle can help you manage the full tax return lifecycle with greater speed and efficiency. Learn practical ways to transition competitor files, leverage Microsoft Excel integrations, use productivity shortcuts and automated review tools, and streamline filing with EFILE—saving hours per return while supporting accurate, error-free work.
You know what happened in 2026—now plan for 2027. Explore how Xero's new Budgets feature lets you start from live data, build realistic plans with event-based adjustments, and track performance against your budget. Learn how budgeting connects with Xero Analytics' graphs and insights to help you understand your numbers, anticipate challenges, and make confident decisions.
You know what happened in 2026—now plan for 2027. Explore how Xero's new Budgets feature lets you start from live data, build realistic plans with event-based adjustments, and track performance against your budget. Learn how budgeting connects with Xero Analytics' graphs and insights to help you understand your numbers, anticipate challenges, and make confident decisions.
From theory to live. Dawn will recap Sessions 1 and 2, then run a real month-end close start to finish in about thirty minutes, following the kind of playbook you built in Session 2 and working with AI tools you already have access to. You'll see exactly what organized prep looks like in action versus the alternative. And here's what matters most: you'll watch a person verify the work at the key points, live, because that step never gets skipped. This is the close as it's meant to work in your practice.
From theory to live. Dawn will recap Sessions 1 and 2, then run a real month-end close start to finish in about thirty minutes, following the kind of playbook you built in Session 2 and working with AI tools you already have access to. You'll see exactly what organized prep looks like in action versus the alternative. And here's what matters most: you'll watch a person verify the work at the key points, live, because that step never gets skipped. This is the close as it's meant to work in your practice.
In the final session, participants will explore strategies for packaging and pricing Client Advisory Services in a way that reflects their value, maximizes profitability, and supports growth. We will discuss how to structure service tiers, communicate value to clients, and establish pricing models that align with both practice goals and client expectations.
In the final session, participants will explore strategies for packaging and pricing Client Advisory Services in a way that reflects their value, maximizes profitability, and supports growth. We will discuss how to structure service tiers, communicate value to clients, and establish pricing models that align with both practice goals and client expectations.
Close has never been easier or quicker. Journals that build their own audit trail. Schedules that don't require spreadsheets. Dynamic reallocations that run on rules, not re-work and eliminations that actually hit zero. Whether its one entity or many, Syft automates financial close from source to summary with every entry posting straight back to Xero.
Close has never been easier or quicker. Journals that build their own audit trail. Schedules that don't require spreadsheets. Dynamic reallocations that run on rules, not re-work and eliminations that actually hit zero. Whether its one entity or many, Syft automates financial close from source to summary with every entry posting straight back to Xero.
Thinking about moving your business or clients to Xero? This webinar will help you assess your current setup, plan the migration, and choose a conversion approach that’s best for you. You’ll leave with a clear starting point and practical next steps for moving forward with confidence.
Thinking about moving your business or clients to Xero? This webinar will help you assess your current setup, plan the migration, and choose a conversion approach that’s best for you. You’ll leave with a clear starting point and practical next steps for moving forward with confidence.
Looking to make client conversations about Xero easier and more effective? This session covers how to position products & services to your clients, demonstrate their value through a compelling demo, and address common concerns with confidence.
Looking to make client conversations about Xero easier and more effective? This session covers how to position products & services to your clients, demonstrate their value through a compelling demo, and address common concerns with confidence.
Earn your Xero associate certification and discover the best way to set up and use Xero for your business or clients.
Earn your Xero associate certification and discover the best way to set up and use Xero for your business or clients.
New to Xero? Check out these Education Month webinars
Discover where AI actually belongs in your accounting practice. Led by MATAX founder and Xero Partner Awards AI Efficiency Champion Dawn Hatch, learn what's genuinely safe to automate, what still needs your judgment, and what safeguards must be in place before client data touches an AI tool. Walk away with one actionable habit you can implement immediately.
Discover where AI actually belongs in your accounting practice. Led by MATAX founder and Xero Partner Awards AI Efficiency Champion Dawn Hatch, learn what's genuinely safe to automate, what still needs your judgment, and what safeguards must be in place before client data touches an AI tool. Walk away with one actionable habit you can implement immediately.
New to Xero or want to learn more about the platform? Join us for a practical introduction to five tools that can simplify your everyday accounting workflows. You'll see smart document capture, our AI finance tool Just Ask Xero (JAX), online bill payments powered by Melio, auto bank reconciliation, and Xero Analytics in action. Find out how Xero can help you save time, work more efficiently, and make data-driven business decisions.
New to Xero or want to learn more about the platform? Join us for a practical introduction to five tools that can simplify your everyday accounting workflows. You'll see smart document capture, our AI finance tool Just Ask Xero (JAX), online bill payments powered by Melio, auto bank reconciliation, and Xero Analytics in action. Find out how Xero can help you save time, work more efficiently, and make data-driven business decisions.
Build a holistic Client Advisory Services offering. Explore how the five core Advisory service lines—transactional accounting, controllership, back-office outsourcing, financial planning and advisory, and fractional CFO—function as distinct services while working together. Learn the team roles and skillsets necessary to support these services effectively and scale your advisory practice.
Build a holistic Client Advisory Services offering. Explore how the five core Advisory service lines—transactional accounting, controllership, back-office outsourcing, financial planning and advisory, and fractional CFO—function as distinct services while working together. Learn the team roles and skillsets necessary to support these services effectively and scale your advisory practice.
Dive deeper into the five functional Client Advisory Services areas. Discover the unique processes for each service, how they align across your practice, and the team structures and skillsets required to deliver them effectively.
Dive deeper into the five functional Client Advisory Services areas. Discover the unique processes for each service, how they align across your practice, and the team structures and skillsets required to deliver them effectively.
Build a real AI playbook for your close. In this hands-on session, map your actual month-end close step by step, identify where AI can help and what should stay with you, then create a written, repeatable playbook for one step. You'll learn file organization best practices, how to check AI's work, and approval workflows—and leave with the first draft of a playbook you can use immediately.
Build a real AI playbook for your close. In this hands-on session, map your actual month-end close step by step, identify where AI can help and what should stay with you, then create a written, repeatable playbook for one step. You'll learn file organization best practices, how to check AI's work, and approval workflows—and leave with the first draft of a playbook you can use immediately.
Learn how Financial Planning & Analysis goes beyond analytics to deliver actionable management advice. Define clear service boundaries, standardize your deliverables, and build confidence when engaging with business owners and other leaders within your clients' organizations.
Learn how Financial Planning & Analysis goes beyond analytics to deliver actionable management advice. Define clear service boundaries, standardize your deliverables, and build confidence when engaging with business owners and other leaders within your clients' organizations.
Choose technology that scales your Client Advisory Services. Explore the tools and platforms needed to support workflow, data management, client collaboration, and automation across each advisory service area. Learn how to align your technology with your firm's capacity and client experience to maximize impact.
Choose technology that scales your Client Advisory Services. Explore the tools and platforms needed to support workflow, data management, client collaboration, and automation across each advisory service area. Learn how to align your technology with your firm's capacity and client experience to maximize impact.
From theory to live. Dawn will recap Sessions 1 and 2, then run a real month-end close start to finish in about thirty minutes, following the kind of playbook you built in Session 2 and working with AI tools you already have access to. You'll see exactly what organized prep looks like in action versus the alternative. And here's what matters most: you'll watch a person verify the work at the key points, live, because that step never gets skipped. This is the close as it's meant to work in your practice.
From theory to live. Dawn will recap Sessions 1 and 2, then run a real month-end close start to finish in about thirty minutes, following the kind of playbook you built in Session 2 and working with AI tools you already have access to. You'll see exactly what organized prep looks like in action versus the alternative. And here's what matters most: you'll watch a person verify the work at the key points, live, because that step never gets skipped. This is the close as it's meant to work in your practice.
In the final session, participants will explore strategies for packaging and pricing Client Advisory Services in a way that reflects their value, maximizes profitability, and supports growth. We will discuss how to structure service tiers, communicate value to clients, and establish pricing models that align with both practice goals and client expectations.
In the final session, participants will explore strategies for packaging and pricing Client Advisory Services in a way that reflects their value, maximizes profitability, and supports growth. We will discuss how to structure service tiers, communicate value to clients, and establish pricing models that align with both practice goals and client expectations.
Thinking about moving your business or clients to Xero? This webinar will help you assess your current setup, plan the migration, and choose a conversion approach that’s best for you. You’ll leave with a clear starting point and practical next steps for moving forward with confidence.
Thinking about moving your business or clients to Xero? This webinar will help you assess your current setup, plan the migration, and choose a conversion approach that’s best for you. You’ll leave with a clear starting point and practical next steps for moving forward with confidence.