Description

As a profession, we have been digitizing for years; the events of 2020 revealed where we had a need, and an opportunity, to create the next digital client experience. We will continue to evolve the “next normal” in client interaction and service delivery, as the way we work shifts and becomes more decentralized.

In this session, hear from innovative practitioners about the strategies that are establishing the next level of a digital experience for their firms. We will explore what you can do to foster opportunities given the shift in mindset for both staff and clients, while innovating new services that exceed client expectations.

Learning Objectives:

• Discover the new characteristics of advising in a remote environment
• Recognize what the “next normal” looks like, and how we continue to shape it
• Identify new training requirements for clients and teams to support the transition
• Design strategies to maintain connectedness and have boundaries with clients in a flex environment

Speaker(s):

• Michael Cerami, Vice President, Marketing & Business Development, CPA.com
• Dixie McCurley, Principal, Digital Advisory, Client Accounting Services Leader, Cherry Bekaert LLP
• Mitch Weintraub, CPA, Managing Partner, Cordia Partners
• Jody Grunden, CPA, Co-founder & CEO, Summit CPA Group