Cathleen Foley CPA, MST
Director of Client Development, XCM Solutions
Cathy Foley is a Director Consulting Services at XCM Solutions, where she provides firm-specific training and consulting services for all of XCM's offerings. She is a CPA with her Masters in Taxation and has more than 25 years of public accounting experience in both the tax and audit functions with local and national firms, prior to joining XCM.
Cathy is a workflow software expert and has been involved in working with an administering the XCM workflow software in her previous roles with both local and national firms since the product's development. She has also served as the Project Team Leader for LeanCPA process improvement initiatives.
Appearances
Identification203DateMay 19, 2014Now is the best time to make improvements to your tax practice. The challenges of the most recent season are fresh, and the slower summer months are the perfect time to begin building your plan for next season…Speaker
Cathleen Foley, CPA, MSTDirector of Client Development, XCM Solutions$49Standard Price
Identification203DateMay 19, 2014Now is the best time to make improvements to your tax practice. The challenges of the most recent season are fresh, and the slower summer months are the perfect time to begin building your plan for next season…Speaker
Cathleen Foley, CPA, MSTDirector of Client Development, XCM Solutions
Identification14DateNovember 21, 2013This session will help firms take advantage of XCM as a powerful planning tool to ensure team members are able to work to their full potential without being overburdened…Speaker
Cathleen Foley, CPA, MSTDirector of Client Development, XCM Solutions
IdentificationD5DateJune 10, 2014These days we all carry around smart devices, but as practitioners, are we really using technology smartly? With real-world examples from firms of different sizes and specialties, you’ll learn practical tips for aligning technology strategies with targeted objectives for delivering a high level of…Speaker
Cathleen Foley, CPA, MSTDirector of Client Development, XCM Solutions$29Standard Price
Identification11DateJune 9, 2014Learn about product advancements and innovations from leading developers and vendors…Speakers
iChannelProduct Manager, Enterprise, Thomson ReutersAccountingSuiteCathleen Foley, CPA, MSTDirector of Client Development, XCM SolutionsSenior Vice President, Confirmation.comJim Boomer, CPA, CITP, CGMA, MBACEO, Boomer Consulting, Inc.$29Standard Price
Identification13DateDecember 9, 2014What does outsourcing really mean today? The perception and reception to outsourcing has evolved over the last 5 years. There are still questions about 7216 and how to communicate the processes with clients, but it is no longer just about outsourcing overseas…Speakers
Victor Puchi, CPAPartner, Director of Accounting Services, Eide Bailly LLPCathleen Foley, CPA, MSTDirector of Client Development, XCM SolutionsDonna Bordeaux, CPAPartner, Bordeaux & Bordeaux CPAs$49Standard Price
Identification13DateDecember 9, 2014What does outsourcing really mean today? The perception and reception to outsourcing has evolved over the last 5 years. There are still questions about 7216 and how to communicate the processes with clients, but it is no longer just about outsourcing overseas…Speakers
Cathleen Foley, CPA, MSTDirector of Client Development, XCM SolutionsDonna Bordeaux, CPAPartner, Bordeaux & Bordeaux CPAsVictor Puchi, CPAPartner, Director of Accounting Services, Eide Bailly LLP
IdentificationD08DateJune 10, 2015You know it is time to re-examine your processes and look for improvements, but where do you start? 1 strategy is to redesign your workflow then find the right solutions to build it…Speakers
Cathleen Foley, CPA, MSTDirector of Client Development, XCM SolutionsSenior Consultant, ConvergenceCoaching, LLC$29Standard Price
Identification10DateDecember 8, 2015As accounting services become more commoditized, it becomes increasingly more important for firms to move towards value priced services. In order to make this transition, it is more important than ever have a streamlined approach that maximizes the quality of services rendered…Speaker
Cathleen Foley, CPA, MSTDirector of Client Development, XCM Solutions$49Standard Price
Identification10DateDecember 8, 2015As accounting services become more commoditized, it becomes increasingly more important for firms to move towards value priced services. In order to make this transition, it is more important than ever have a streamlined approach that maximizes the quality of services rendered…Speaker
Cathleen Foley, CPA, MSTDirector of Client Development, XCM Solutions
Identification37DateJune 6, 2016Process improvement initiatives have increased among practitioners primarily for 3 reasons:Speakers
Cathleen Foley, CPA, MSTDirector of Client Development, XCM SolutionsShareholder, COO, Boomer Consulting, Inc.$29Standard Price
