The Journey to Becoming a Cherished Advisor: Designing the Future Firm - Next Generation Hiring, Staffing and Succession Planning

  • Monday, October 19, 2020

    12:00pm – 1:00pm
  • 1
    Personal Development

As accounting and bookkeeping professionals, we strive to improve our clients' businesses with the financial information we provide to them. Yet many of us still spend the majority of our time entering data and crunching numbers, which doesn't leave enough time in our day to help our clients actually improve their businesses at a holistic level. 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. As a Cherished Advisor, you become a strategic partner that your business clients appreciates, highly values and can't imagine living without.


* Recognize how automation can grow their practices

*Identify top technologies that can benefit their firms

* Leverage technology for generational planning and change management in order to recruit the best talent

Additional Information

Designed For

CPAs, corporate finance teams, business leaders and other financial professionals.


American Institute of CPAs


1.00 Personal Development

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