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."
Identify the steps to transform your firm towards advisory services.
Recognize best practices in building advisory expertise.
CPA, CITP, CGMA, LSS BB,
Director of Firm Technology Strategy,