Description: Regulation is changing and more complex, and yesterday’s best practices are becoming obsolete. Attend this session and hear Marc Montpas share four ways tax, accounting, finance, operations, and audit professionals can positively react to this new norm and achieve Productivity, Simply Enabled®.

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Description: A crash course on how to introduce beneficial new technology to your coworkers, managers, and leadership. The first step is to identify which manual processes can easily be automated to save time, money, and headaches for your firm – but that’s the easy part. The hard part is finding the perfect tool for your case and then convincing everyone that the change will be worth it. Prepare for push back, prepare for pessimism, but don’t settle for the status quo.

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Description: At Thomson Reuters, our belief is that the profession’s success from today forward rests with a more pronounced advisory role. For most firms, a roadmap for making this shift is needed, with the goal being to develop and implement an advisory services approach to engaging clients, rooted in a fundamental distinction between traditional compliance services and value-add advisory work. Hear Scott Fleszar talk about this prevailing profession trend and what we’re hearing from customers. For firm’s already there, the positive impact is practice wide – more meaningful client relationships, more engaging work for staff, and a healthier firm bottom-line.

Description: Do you know the number one reason clients leave their accounting firm? We’ll give you a hint – it has to do with technology. Join Jesse Branson for this exclusive behind-the-success look at an in-depth study of accounting and bookkeeping firms across the globe. We’ll share with you how to leverage technology to add scale to your firm, while helping you learn which software mistakes to avoid.

Description: How confident are you that you are doing the appropriate amount of work for prep, comp and review engagements – no more, no less? In this session, we will discuss three key insights driven off of market research around prep, comp and review engagements that can help recalibrate your firm’s approach toward providing these services.