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


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

Business Learning Institute
Course Level
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
Information Technology
Who Should Attend
Senior Level Associate, Management, Partners, Firm Owners
Amy Vetter

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

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


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

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