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AICPA & CIMA ENGAGE 2021


PST2125 - PST2125. Becoming a Highly Automated Firm – Learnings From the Experts


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

Standard: $49.00

Description

As firms are challenged to evolve during these uncertain times, one thing became clear: cloud-based technology is essential, and the age of automation is here. By strategically aligning technology and automation with client accounting advisory services (CAS), firms can save time on traditionally manual processes, and focus on helping clients improve inefficiencies and grow their businesses.

Not only does technology and automation add value to your services, it provides new revenue opportunities.

When you look at the adoption of accounting technology automation on a curve of evolution, where do you stand now, and how will you reach maximum efficiency?

In this session, experts will showcase what a “highly automated firm” looks like, discuss the journey to get there, and help you understand:

• The value cloud-technology brings to you and your clients

• The three different levels of the automation curve

• How to develop a plan to get ahead of the curve, and on the path to a successful, profitable, and efficient CAS practice

Learning Objectives:
  • Identify the value cloud-technology brings to you and your clients
  • Distinguish the three different levels of the automation curve
  • Determine how to develop a plan to get ahead of the curve, and on the path to a successful, profitable, and efficient CAS practice

Speaker(s):

  • Dixie McCurley, Principal, Digital Advisory, Client Accounting Services Leader, Cherry Bekaert LLP
  • Brandon Roth, Sr. Manager, Technical Marketing, Bill.com
  • Kevin Cumley, Senior Director, Accountants Program, Sage Intacct
  • Kane D. Polakoff, National Practice Leader, Client Accounting Advisory Services, UHY
Tags: PST

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