The Outsource CFO Community Forum – Becoming a Cherished Advisor: The Technology, Process, and Practice Management

Date: December 12, 2017 Time: 1:00 pm - 3:00 pm EST Location: Laurel, MD CPE: 2 Format: In-Person
EVENT DESCRIPTION

As accounting professionals, we strive to improve our clients’ businesses with the financial information we provide to them. With cloud technology, artificial intelligence and machine learning, much of the traditional data entry tasks of the past will be reduced. However; the human side of the experience can never be replaced by technology, only enhanced. Our clients are asking for our time, and now with technology’s gift of more time, we can learn to create the value our clients want by clearly communicating the meaning of financial data in a way that helps each company succeed and thrive. This session will discuss tools for generational planning, and how to leverage technology and change management within a company in order to recruit the best talent. In this session, see how you can expect the latest technology will change the way you work with your clients, your staff, and yourself. As a Cherished Advisor, you become a strategic partner that the business appreciates, highly values and can’t imagine living without.

LEARNING OBJECTIVES
See how the latest technology will change the way you work
Discuss tools for generational planning
Learn how to leverage technology and change management in order to recruit the best talent
MAJOR TOPICS
Tools for generational planning
Change management
Leveraging technology
EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
BLI Leadership Business & Industry Practitioner Technology
CPE FIELD OF STUDY
Business Management & Organization (2 Credits)
WHO SHOULD ATTEND
Those performing outsourced accounting services
INSTRUCTOR(S)
Amy Vetter
COURSE LEVEL
Basic
LOCATION
Homewood Suites by Hilton 7531 Montpelier Rd, Laurel, MD 20723, USA
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