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

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
  1. See how the latest technology will change the way you work
  2. Discuss tools for generational planning
  3. Learn how to leverage technology and change management in order to recruit the best talent
Major Topics
  1. Tools for generational planning
  2. Change management
  3. Leveraging technology
Course Level
Basic
Professional Area of Focus
BLI Leadership
Business & Industry
Technology
CPE Field of Study
Business Management & Organization
2
Who Should Attend
Those performing outsourced accounting services
Instructor(s)
Amy Vetter
Location

Homewood Suites by Hilton, 7531 Montpelier Rd, Laurel, MD, United States

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When
Dec 12, 2017
1:00 pm - 3:00 pm
Location
Homewood Suites by Hilton, 7531 Montpelier Rd, Laurel, MD, United States
Total CPE Credits
2
Format
In-Person
Instructor
Amy Vetter

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$50.00

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$150.00
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The Outsource CFO Community Forum – Becoming a Cherished Advisor: The Technology, Process, and Practice Management


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