Description

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.

Speaker(s):

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