The Journey to Becoming a Cherished Advisor: Technology, the Process and Practice Management

Description

Cloud technology, artificial intelligence and machine learning have changed the way business owners work with and manage their financials. To help, financial and accounting professionals must now launch into a new side of their profession – that of a technologist. This session will explore how accounting professionals can select their vertical niche, assess technology, explore ways that they can stay ahead of the game to become digitally-savvy connected “Cherished Advisors” — highly valued strategic partners whom their business clients rely on to make smart business decisions.

Learning Objectives

* Recognize how automation can grow your practice
* Recognize the top technologies that can benefit your firm
* Identify how to leverage technology for generational planning
* Identify ways to spearhead change management to develop the skills to become an advisor

Major Topics

* Finding your purpose
* The advisor journey
* Creating a vertical niche
* Assessing your market
* Firm assessment of technology
* Selecting ecosystem products
* Testing and trialling products
* Defining AI and Machine Learning
* The skills needed to become a high-valued advisor

Provider
Business Learning Institute
Course Level
Basic
Professional Area of Focus
BLI Leadership
Future Ready
T Shaped Professional Integration and Collaboration
T Shaped Professional Leadership
T Shaped Professional Communication
CPE Field of Study
Business Management & Organization
.5
Information Technology
.5
Who Should Attend
Senior Level Associate, Management, Partners, Firm Owners
Instructor(s)
Amy Vetter
Prerequisites

Base understanding of cloud technology, optional reading of Amy Vetter’s book available on Amazon.com: Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud

Location
Online Webcast
Register Now
When
Jul 19, 2019
1:00 pm - 2:00 pm EDT
Location
Online Webcast
Total CPE Credits
1.0
Format
Webcast
Instructor
Amy Vetter

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The Journey to Becoming a Cherished Advisor: Technology, the Process and Practice Management


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