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ENGAGE 2020


PST2014 - PST2014. Building a Technology Roadmap


Jul 23, 2020 2:30pm ‐ Jul 23, 2020 3:20pm

Description

New technology is changing the way your clients expect to work and manage their financials. Accounting professionals are retooling to launch into new services and will need to acquire new skill sets, one being that of a technologist. This session will discuss why it's important to not just implement technology to do things the same way you have always done them, but instead, rethink the business processes in your practice. By doing this, you can become more efficient, productive, collaborative and create an environment of purpose that your team and clients can rally around. Learn to define your “why and how to select a vertical niche, assess the right technology to align to your mission as a practice, and explore other ways to re-engineer your business processes. You will come away with an understanding of how technology's gift of more time gives you the opportunity to become Advisors -- highly valued, strategic partners who are an integral part of their client's businesses and whom their clients can't imagine living without.

Learning Objectives:
  • Creating a technology strategy and how to assess the right technology fit for your practice; and,
  • Re-engineering your business processes to take full advantage of the technology implemented in your firm and create new ways of collaboration with your team and clients.
  • Know how to create your firm's path to specializing in vertical industries

Speaker(s):

  • Amy Vetter, CPA, CITP, CGMA, CEO, The B3 Method Institute (QuickStart Training)

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