Accountant and bookkeeper events in the US

Upcoming webinars in the US

Get more from Xero: 5 features you need to know (1 CPE)

New to Xero or want to get more out of it? In this webinar, we’ll walk through five powerful tools that can help you save time, simplify workflows, and get more value from your day-to-day work in Xero. You’ll see Just Ask Xero (JAX) for invoicing and financial insights, online bill payments powered by Melio, smart document capture, auto bank reconciliation, and Xero Analytics. Whether you’re looking to work more efficiently, support better cash flow conversations, or turn data into clearer decisions, this session will show you why Xero is your all-in-one solution.

Register here

New to Xero or want to get more out of it? In this webinar, we’ll walk through five powerful tools that can help you save time, simplify workflows, and get more value from your day-to-day work in Xero. You’ll see Just Ask Xero (JAX) for invoicing and financial insights, online bill payments powered by Melio, smart document capture, auto bank reconciliation, and Xero Analytics. Whether you’re looking to work more efficiently, support better cash flow conversations, or turn data into clearer decisions, this session will show you why Xero is your all-in-one solution.

Register here

Actionable intelligence: A how-to guide on using Xero’s AI tools (1 CPE)

The future of accounting isn’t about replacing people, it’s about helping you do your best work. In this session, we’ll walk through Xero’s human-first approach to AI, with a focus on automated bank reconciliation, Xero Analytics and JAX, your AI finance partner. Along the way, we’ll peel back the curtain on what’s happening in the background. You’ll see how these tools help cut down manual data entry and matching, deliver clear answers from your financial data, and keep you in control the whole time.

Register here

The future of accounting isn’t about replacing people, it’s about helping you do your best work. In this session, we’ll walk through Xero’s human-first approach to AI, with a focus on automated bank reconciliation, Xero Analytics and JAX, your AI finance partner. Along the way, we’ll peel back the curtain on what’s happening in the background. You’ll see how these tools help cut down manual data entry and matching, deliver clear answers from your financial data, and keep you in control the whole time.

Register here

Managing bill payments with Xero & Melio

Choosing between Xero’s online bill payments feature and Melio as a standalone solution is essential for matching the right workflow to your client's needs. This webinar compares the convenience of Xero’s all-in-one internal tool with the granular control offered by Melio’s independent platform. We’ll provide a clear framework to help you decide which experience fits based on a client’s specific transaction volume and team structure.

Register here

Choosing between Xero’s online bill payments feature and Melio as a standalone solution is essential for matching the right workflow to your client's needs. This webinar compares the convenience of Xero’s all-in-one internal tool with the granular control offered by Melio’s independent platform. We’ll provide a clear framework to help you decide which experience fits based on a client’s specific transaction volume and team structure.

Register here

Turn everyday bookkeeping into cash flow advisory with Xero

The first of a 2-part webinar series.

Bookkeeping is where the work starts, but it doesn’t have to be where the conversation ends. In this session, we’ll show how tools like JAX, online bill payments, and automatic bank reconciliation can help you turn everyday workflows like invoicing, payments, and reconciliation into more valuable advisory conversations with your clients. Whether you’re just starting to branch into advisory or looking to make it more scalable, this webinar will give you practical ways to move from reporting on the numbers to helping clients act on them.

Register here

The first of a 2-part webinar series.

Bookkeeping is where the work starts, but it doesn’t have to be where the conversation ends. In this session, we’ll show how tools like JAX, online bill payments, and automatic bank reconciliation can help you turn everyday workflows like invoicing, payments, and reconciliation into more valuable advisory conversations with your clients. Whether you’re just starting to branch into advisory or looking to make it more scalable, this webinar will give you practical ways to move from reporting on the numbers to helping clients act on them.

Register here

Xero Analytics: Your starting point for insights-driven advisory

The second of a 2-part webinar series.

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.

Register here

The second of a 2-part webinar series.

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.

Register here

Cash flow academy: Financial clarity through Xero (for small businesses)

Cash flow clarity starts with knowing what your numbers are telling you. In this session, we’ll walk through the Xero tools that help you better understand cash coming in, cash going out, and what those trends mean for your business. You’ll see how Xero Analytics can turn financial data into clear visual insights, how cash flow tools can help you look ahead with more confidence, and how reporting in Xero can support better day-to-day decisions.

Register here

Cash flow clarity starts with knowing what your numbers are telling you. In this session, we’ll walk through the Xero tools that help you better understand cash coming in, cash going out, and what those trends mean for your business. You’ll see how Xero Analytics can turn financial data into clear visual insights, how cash flow tools can help you look ahead with more confidence, and how reporting in Xero can support better day-to-day decisions.

Register here

L1 Xero association certification (2 CPE)

Earn your Xero associate certification and learn the foundational steps to master the basics of setting up and using Xero correctly from day one.

Register here

Earn your Xero associate certification and learn the foundational steps to master the basics of setting up and using Xero correctly from day one.

Register here

Upcoming webinars in the US

Unlock insights with Xero Analytics

Empower your business with data-driven insights. This live webinar will demonstrate how you can leverage Xero Analytics to visualize and analyze your business data, manage your cash flow and make better business decisions.

Register here

Empower your business with data-driven insights. This live webinar will demonstrate how you can leverage Xero Analytics to visualize and analyze your business data, manage your cash flow and make better business decisions.

Register here

Unleashing invoice & bill entry with Xero

Discover the full power of Xero’s automation tools and AI features to save time, reduce errors, and gain better financial control. Whether you're new to Xero or looking to level up your workflow, this session will showcase practical tips and smart technology that takes the manual work out of managing your invoices and bills.

Register here

Discover the full power of Xero’s automation tools and AI features to save time, reduce errors, and gain better financial control. Whether you're new to Xero or looking to level up your workflow, this session will showcase practical tips and smart technology that takes the manual work out of managing your invoices and bills.

Register here

Bank reconciliation made easy with Xero

Reconciliation just got a whole lot easier! In this session we'll dive into streamlining your process from start to finish, showcasing bulk reconciliation tools, closing your reconciliation periods, and so much more. See how Xero’s latest updates make reconciling smarter and faster than ever.

Register here

Reconciliation just got a whole lot easier! In this session we'll dive into streamlining your process from start to finish, showcasing bulk reconciliation tools, closing your reconciliation periods, and so much more. See how Xero’s latest updates make reconciling smarter and faster than ever.

Register here

L1 Xero associate certification: Webinar (Up to 2 CPD)

Earn your Xero associate certification and learn the foundational steps to master the basics of setting up and using Xero correctly from day one.

Register here

Earn your Xero associate certification and learn the foundational steps to master the basics of setting up and using Xero correctly from day one.

Register here

L2 Xero professional certification: Webinar (Up to 5 CPD)

Ready for the next level? Deepen your Xero expertise and earn your L2 professional certification, validating your expanded knowledge of Xero.

Register here

Ready for the next level? Deepen your Xero expertise and earn your L2 professional certification, validating your expanded knowledge of Xero.

Register here

Webinars for new Xero partners