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FMA2110 - FMA2110. Transforming Your Firm from Compliance to Advisory

Jul 29, 2021 1:30pm ‐ Jul 29, 2021 2:45pm

Standard: $49.00


The writing is on the wall - traditional compliance services are being disintermediated by advancements in information technology. Firms need to expand their practice to a more advisory focus if they want to grow and thrive in the future. Roman will present a number of approaches and resources to support this conclusion as well as how to effectively transition your firm and personnel to being their client's "trusted business advisor."

Learning Objectives:
  • Identify the steps to transform your firm towards advisory services.
  • Recognize best practices in building advisory expertise.


  • Roman H. Kepczyk, CPA, CITP, CGMA, LSS BB, Director of Firm Technology Strategy, Right Networks

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