Last year was quite a ride!
We made significant investments in scaling our team and platform while enhancing our core product, completing an important acquisition, and launching a major new product (Content Marketplace).
As we reflect on 2024, we wanted to share our achievements and milestones with you, our valued customers.
Thank you for the trust and support that you have placed in us — we couldn’t have done it without you!
Here’s to 2025! 🥂
Acquired Conferences i/o
In February, LCvista acquired Conferences i/o, the leading audience engagement and attendance tracking provider for the accounting industry.
Conferences i/o (now LCvista Attendance Tracking) is an important step towards our goal of building a single solution for accounting firms to manage all their learning and compliance needs in one place.
Hosted our first-ever Client Summit
Team LCvista descended on Nashville in March to host our inaugural Client Summit. It was amazing to hear clients share best practices and compare notes on how they’re using LCV to drive better learning and compliance outcomes.
Honorable mention: our humble but irresistible chocolate pretzel potato chip popcorn was an unexpected hit 🍿.
Finding, purchasing, and delivering high-quality learning content for your entire organization can be a pain.
We knew there was a better way, and launched Content Marketplace to fill the gap.
Content Marketplace is a one-stop solution that’s tailor-made to simplify training administration across your business for admins, professionals, and firm leaders alike.
We’re proud to have partnered with over a dozen leading content providers and look forward to broadening and deepening our content offering in 2025.
Onboarded 58 new clients
We added 58 accounting firms to LCvista’s platform. We’re excited to welcome them to our 280-plus-firms client community whose active collaboration and knowledge-sharing is pivotal to our vision of creating the learning and compliance ecosystem for the accounting industry.
Transitioned 163 firms to LCvista
Our client operations team helped 163 firms transition from Prolaera to LCvista. With just a few firms remaining, we’re excited to be on the brink of realizing our vision of a single, unified platform for all our clients.
Offered LCvista 101 training
Our training team hosted live sessions and provided resources specifically tailored for new and novice LCvista admin users. The response was overwhelmingly positive, with one participant sharing:
“Thank you all so much! This was most helpful. Can we please do several more of these?”
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Maintained our 98% customer satisfaction score 🎉
We’re thrilled to have maintained an outstanding 98% customer satisfaction score this year!
How do we do it? It’s our unwavering commitment to keeping you, our clients, at the heart of everything we do.
Whether it’s our quick response and resolution times to your support requests or providing timely updates on rule changes, we’re here to ensure your success.
Achieved these team milestones...
Got together as a company in person in Austin
In October, our entire team got together in person in the charming little town of Salado, 30 minutes north of Austin, TX.
We bonded over fun icebreakers, got competitive at cornhole, and enjoyed some authentic Texas barbecue.
Most importantly, though, we discussed how we could build the best solutions that make learning and compliance easier for you!
Hosted our first webinar with NASBA
Attended the NASBA Registry Summit
“My favorite part of the Summit is always the session covering regulatory changes… each year I feel genuinely thankful and proud to confirm how many rule updates we are already ahead of at LCvista! I also really enjoy connecting with our amazing clients on a professional and personal level.”
Danielle, Senior Compliance Specialist
“It’s such a great opportunity to spend time with and get feedback from our clients!”
Mark, CEO
“There’s no better time than being with clients. It’s a time for us to all learn and grow together. Plus a little fun is always had!”
Kate, Account Manager
Piloted the online LCvista Community
We have been working behind the scenes on establishing an online community of LCvista administrators to network, ask questions, and share learning and compliance knowledge.
In the fall, we piloted it with a small group of clients and will be rolling it out to all LCvista administrators soon. Stay tuned!
Platform in numbers
Product highlights
Improving administration efficiency
- Design, deliver, and track evaluations more effectively with a new evaluation framework
- Manage outdated training by archiving programs
- Simplify assignments with relative due dates
- Configure more sessions to automatically mark a user complete upon launch
- Easily reset a professional’s status in a SCORM-based course
- As a multisite publisher, manage all attendees from a single location
- Add and modify sessions in bulk with integrated provider data and launch URLs
Enhancing user experience and engagement
- Utilize a professional’s preferred name throughout the platform
- Provide clear insight into assigned activities on the dashboard
- Deliver notifications upon the completion of a learning plan
- Generate a pre-filled NASBA Audit Service form for relevant jurisdictions
Focusing on Compliance
- Specify target audience and elements of engagement for sessions
- Issue technical review credit for relevant jurisdictions
- Track technical reviewers and dates for programs
- Manage the full program review workflow (in limited release)
- Issue extensions on new licensee periods
