US 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 29 CPE credits.
Education Month 2026
November 3 to December 10: 25 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 29 CPE credits
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.
AI is freeing up time in accounting practices—now learn what to do with it. Our panel of industry experts explores how practices are expanding advisory services, strengthening client value, and pricing their expertise with confidence. Get practical insights from Xero's Modern Practice Playbook to grow your firm's impact and profitability..
AI is freeing up time in accounting practices—now learn what to do with it. Our panel of industry experts explores how practices are expanding advisory services, strengthening client value, and pricing their expertise with confidence. Get practical insights from Xero's Modern Practice Playbook to grow your firm's impact and profitability..
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.
Join accounting experts, Amanda Aguillard of Padgett and Alicia Pollock of Royalwise as they compare workflows, automation, reporting, pricing, and partner support side-by-side. Whether you're considering a switch or optimizing your tech stack, get a front row view of each platform's strengths and decide which deserves a spot in your practice.
Join accounting experts, Amanda Aguillard of Padgett and Alicia Pollock of Royalwise as they compare workflows, automation, reporting, pricing, and partner support side-by-side. Whether you're considering a switch or optimizing your tech stack, get a front row view of each platform's strengths and decide which deserves a spot in your practice.
Build a holistic Client Advisory Services offering. Explore how the five core CAS 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 CAS 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 (CAS) 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 (CAS) 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.
Gearing up for tax season? Xero wants to help you stay compliant and file with confidence! In this session we’ll break down everything you need to know about managing 1099s in Xero, from setup to filing. Additionally, we'll take a look at how to accurately handle Schedule C reporting for sole proprietors and independent contractors.
Gearing up for tax season? Xero wants to help you stay compliant and file with confidence! In this session we’ll break down everything you need to know about managing 1099s in Xero, from setup to filing. Additionally, we'll take a look at how to accurately handle Schedule C reporting for sole proprietors and independent contractors.
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.
Transform AP into a profit center. Learn how to turn bill pay from a time-consuming cost-center task into a scalable, profitable advisory service. Discover practical strategies for bill capture, approvals, payment timing, and funding choices using Xero Online Bill Payments and Melio. Walk away with a clear pricing model and service offering you can implement.
Transform AP into a profit center. Learn how to turn bill pay from a time-consuming cost-center task into a scalable, profitable advisory service. Discover practical strategies for bill capture, approvals, payment timing, and funding choices using Xero Online Bill Payments and Melio. Walk away with a clear pricing model and service offering you can implement.
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.
Discover how Xero Payroll, powered by Gusto, streamlines everything—from paying employees and contractors to automating tax filings. Watch how integrated payroll saves time and reduces manual data syncing, making payroll easier to manage and audit-ready by default.
Discover how Xero Payroll, powered by Gusto, streamlines everything—from paying employees and contractors to automating tax filings. Watch how integrated payroll saves time and reduces manual data syncing, making payroll easier to manage and audit-ready by default.
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 CAS. Explore the tools and platforms needed to support workflow, data management, client collaboration, and automation across each CAS service area. Learn how to align your technology with your firm's capacity and client experience to maximize impact.
Choose technology that scales your CAS. Explore the tools and platforms needed to support workflow, data management, client collaboration, and automation across each CAS service area. Learn how to align your technology with your firm's capacity and client experience to maximize impact.
Melio is a centralized B2B payments platform that helps businesses and their advisors manage all aspects of their cash flow through accounts payables, receivables and expense management, all in one centralized dashboard.
Explore how Melio can bring greater flexibility and control to business cashflows, helping you save time on payments and eliminate manual and tedious tasks. We'll take a high-level look at the platform's flexible payment methods, automated AP workflows and accounting sync capabilities.
Melio is a centralized B2B payments platform that helps businesses and their advisors manage all aspects of their cash flow through accounts payables, receivables and expense management, all in one centralized dashboard.
Explore how Melio can bring greater flexibility and control to business cashflows, helping you save time on payments and eliminate manual and tedious tasks. We'll take a high-level look at the platform's flexible payment methods, automated AP workflows and accounting sync capabilities.
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.
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 CAS 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 CAS 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.
Gearing up for tax season? Xero wants to help you stay compliant and file with confidence! In this session we’ll break down everything you need to know about managing 1099s in Xero, from setup to filing. Additionally, we'll take a look at how to accurately handle Schedule C reporting for sole proprietors and independent contractors.
Gearing up for tax season? Xero wants to help you stay compliant and file with confidence! In this session we’ll break down everything you need to know about managing 1099s in Xero, from setup to filing. Additionally, we'll take a look at how to accurately handle Schedule C reporting for sole proprietors and independent contractors.
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.
AI is freeing up time in accounting practices—now learn what to do with it. Our panel of industry experts explores how practices are expanding advisory services, strengthening client value, and pricing their expertise with confidence. Get practical insights from Xero's Modern Practice Playbook to grow your firm's impact and profitability.
AI is freeing up time in accounting practices—now learn what to do with it. Our panel of industry experts explores how practices are expanding advisory services, strengthening client value, and pricing their expertise with confidence. Get practical insights from Xero's Modern Practice Playbook to grow your firm's impact and profitability.
Most firms treat bill pay as a chore. The best ones treat it as a growth engine — and there's real money on the table for firms that get it right. This session is the playbook: who to target and how to market to them, how to price the service so it's actually profitable, and which AP software fits your book of business.
Most firms treat bill pay as a chore. The best ones treat it as a growth engine — and there's real money on the table for firms that get it right. This session is the playbook: who to target and how to market to them, how to price the service so it's actually profitable, and which AP software fits your book of business.
Join accounting experts, Amanda Aguillard of Padgett and Alicia Pollock of Royalwise as they compare workflows, automation, reporting, pricing, and partner support side-by-side. Whether you're considering a switch or optimizing your tech stack, get a front row view of each platform's strengths and decide which deserves a spot in your practice.
Join accounting experts, Amanda Aguillard of Padgett and Alicia Pollock of Royalwise as they compare workflows, automation, reporting, pricing, and partner support side-by-side. Whether you're considering a switch or optimizing your tech stack, get a front row view of each platform's strengths and decide which deserves a spot in your practice.
Build a holistic Client Advisory Services offering. Explore how the five core CAS 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 CAS 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 (CAS) 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 (CAS) 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.
Transform AP into a profit center. Learn how to turn bill pay from a time-consuming cost-center task into a scalable, profitable advisory service. Discover practical strategies for bill capture, approvals, payment timing, and funding choices using Xero Online Bill Payments and Melio. Walk away with a clear pricing model and service offering you can implement.
Transform AP into a profit center. Learn how to turn bill pay from a time-consuming cost-center task into a scalable, profitable advisory service. Discover practical strategies for bill capture, approvals, payment timing, and funding choices using Xero Online Bill Payments and Melio. Walk away with a clear pricing model and service offering you can implement.
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.
Discover how Xero Payroll, powered by Gusto, streamlines everything—from paying employees and contractors to automating tax filings. Watch how integrated payroll saves time and reduces manual data syncing, making payroll easier to manage and audit-ready by default.
Discover how Xero Payroll, powered by Gusto, streamlines everything—from paying employees and contractors to automating tax filings. Watch how integrated payroll saves time and reduces manual data syncing, making payroll easier to manage and audit-ready by default.
Choose technology that scales your CAS. Explore the tools and platforms needed to support workflow, data management, client collaboration, and automation across each CAS service area. Learn how to align your technology with your firm's capacity and client experience to maximize impact.
Choose technology that scales your CAS. Explore the tools and platforms needed to support workflow, data management, client collaboration, and automation across each CAS service area. Learn how to align your technology with your firm's capacity and client experience to maximize impact.
Melio is a centralized B2B payments platform that helps businesses and their advisors manage all aspects of their cash flow through accounts payables, receivables and expense management, all in one centralized dashboard.
Explore how Melio can bring greater flexibility and control to business cashflows, helping you save time on payments and eliminate manual and tedious tasks. We'll take a high-level look at the platform's flexible payment methods, automated AP workflows and accounting sync capabilities.
Melio is a centralized B2B payments platform that helps businesses and their advisors manage all aspects of their cash flow through accounts payables, receivables and expense management, all in one centralized dashboard.
Explore how Melio can bring greater flexibility and control to business cashflows, helping you save time on payments and eliminate manual and tedious tasks. We'll take a high-level look at the platform's flexible payment methods, automated AP workflows and accounting sync capabilities.
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 CAS 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 CAS 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.
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 29 CPE credits
Most sessions come with CPE credits. Attend the webinars and earn as you learn. Take a look at the sessions and the number of CPE 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 on 1099s and schedule C reporting, or the one about unleashing invoice and bill entry with Xero, 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
