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TRUEUP GENESIS PROGRAM

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FOR CPA FIRMS

12 SPOTS AVAILABLE AT $48,000 PER SPOT

GENESIS DETAILS

GAMIFIED LEARNING

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QUALIFIED CPA FIRM

GAMIFIED SKILL TRAINING AND BLOCKCHAIN ACCELERATION

Genesis Firms Receive Each Item Below

PLATFORM ACCESS

2019 Access to TrueUp platform and priority over feature releases

UNIVERSITY PROGRAM

Exclusive access to TrueUp's University Program for student sourcing

SKILL CHALLENGES

12 TrueUp Skill Challenges, plus 100% of Blockchain Training for Accountants

CHALLENGE ANALYTICS

Performance analytics that reveal

employee strengths and skill gaps

CUSTOM CHALLENGES

2 Custom Skill Challenges

(tailored to your talent needs)

FUTURE DISCOUNT

20% guaranteed discount for 2020 based on price at December 31, 2019

EXCLUSIVE TRUEUP BLOCKCHAIN PARTNER

TrueUp is uniquely positioned to support the adoption of blockchain for CPA firms as we educate the accounting and consulting profession in applying the new technology. This provides TrueUp's Genesis firms an opportunity to accelerate their efforts in both blockchain training and developing blockchain advisory services throughout 2019.

GENESIS FIRMS RECEIVE THE FOLLOWING BLOCKCHAIN SUPPORT

BLOCKCHAIN ADVISORY DEVELOPMENT

  • Guidance on prospecting, products available, and proposals to sell blockchain advisory services

  • Templates and checklists to support blockchain advisory services related to client development

  • PoC use case support and marketing channel

  • Monthly webcast on blockchain industry updates

UNIVERSITY BLOCKCHAIN INITIATIVES

  • Match your client or prospect with a student blockchain lab to show your client how blockchain applies and can be implemented to their processes

  • Priority to be involved with TrueUp's nationwide digital transformation student challenges; 2019 includes one on Bots and one on Blockchain

BLOCKCHAIN TRAINING CONTENT

  • Full access to TrueUp blockchain educational content and game sets for training staff

  • Offer TrueUp blockchain educational content and games to your clients for business development

BLOCKCHAIN TECHNICAL SUPPORT

  • Direct access to the TrueUp team for research, scoping, and proposals around blockchain

  • See below for further information

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Vince LoRusso, CPA

TrueUp CEO, Cofounder

BLOCKCHAIN TECHNICAL SUPPORT

Vince's Qualifications

  • Over 10 years of experience as a Certified Public Accountant, including Big 4 experience

  • Eight years served in consultancy and technical advisory, including audit, month-end close, IPO-readiness, ERP implementations, and technical accounting application

  • Served industries including financial services, technology, entertainment, healthcare, real estate, E-Commerce, AdTech

  • Creator of the 2018 Blockchain Challenge and all challenge content including resources for blockchain fundamentals, simulated data sets, and technical application

  • Worked directly with the Oracle Blockchain team to learn and facilitate the technical aspects of the blockchain network

Extent of Blockchain Support to Genesis Firms

  • Send technical questions around blockchain technology and applications, whether for the firm or to address questions from a firm's client or target

  • Ask for recommendations or research around the latest tools and applications available related to blockchain technology, smart contracts, cryptocurrency, etc.

  • Leverage Vince to assist with client prospecting and proposals, depending on geography, market, and no conflicts with the other eleven Genesis firms

  • Referral priority through Vince's network when blockchain advisory needs are uncovered. Referrals are not guaranteed and will be at Vince's discretion based on the most relevant firm (e.g. factors including geographic location, firm's industry specialities, company size of the organization looking for a referral, and no conflicts with other Genesis firms).

ACCEPTING CPA FIRMS THROUGH DECEMBER 12, 2018

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