With the changing professional landscape, there are both challenges and opportunities for firms to fuel the success of their clients and themselves as forward-looking service providers. As the environment continues to change, the relationship between clients and professionals is evolving and becoming even more important to identify trends and monitor business performance to help ensure a thriving and healthy business – for clients and firms.
By attending this session, you will be able to:
- Identify the environmental factors driving significant change in the tax and accounting profession.
- Drive more effective results for your firm and your clients by leaning into trends and approaches from leading firms.
- Leverage the right technology for your firm to drive automation, effective client collaboration, and overall firm management.
Jasen Stine has been in the tax and accounting industry for over 20 years and is responsible for setting training and education strategies at Intuit. He is a thought leader, writer, and speaker on the 4th industrial revolution and AI’s impact on the profession. He is a published author in AccountingToday and in Intuit’s Tax Pro Center. He also recently implemented Natural Language Processing technology in Intuit’s educational programs that is currently pending patent. Feel free to connect with Jasen via LinkedIn or Twitter @Jasen_at_Intuit
Maryland Association of CPAs
Professional Area of Focus
CPE Field of Study
Business Management & Organization
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