Digital CPA Conference 2018

DCA1821 - Effective Service Teamwork and Client-centric Technology = Great Client Experiences

Dec 4, 2018 3:15pm ‐ Dec 4, 2018 4:30pm


Effectively managing the client relationship requires higher levels of team collaboration and mandates holistic approaches to “helping” clients. Learn how to build a cross-functional service team that works between engagements and jobs to create superior client experiences. By building a strong team who understand their roles in owning the client experience, CPAs can become better business advisors and deliver more value. Add client-centric technology to the formula and you can create a brand differentiated position in your market.

In this session, you’ll learn

  • What leading firms in the industry are doing to become better advisory organizations
  • Ways to build systematic approaches & best practices to attract and retain clients

This session will include table break-outs that encourage attendees to identify next steps and overcome hurdles of becoming stronger advisory organizations.


  • Mitch Reno, Principal, Director of Client Experience, Rehmann
Tags: Business

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