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Most small and middle-market auditors struggle to generate efficient and useful internal control assessments. This session will focus on proven approaches to reduce costs and increase the usefulness of these required procedures. Forthcoming Standards confirm the continuing role of this area of current practice. Practical hints on documentation, integrating IT auditing, developing internal IT audit expertise and the need to sometimes "think outside the forms" will enhance your audits.
This session will engage the participant in understanding languages of appreciation and how to leverage them to create a sustainable culture of belonging and relevance. Take part in dynamic conversations and gain tools and techniques to engage and retain BIPOC teammates.
Join Bill Pirolli as he explores best practices for increasing your Firm’s profitability….working smarter, not harder. In this fast paced, popular session, Bill will review the 7 drivers of profitability including client selection…and dismissal, billing and collection, leverage, avoiding scope creep and more. Learn how focusing your efforts in service lines can lead to greater efficiency and profitability. Bill will also review key metrics from the latest AICPA MAP survey. Bring your firm’s statistics to see how you measure up.
In this session, Angie discusses the importance of building client loyalty during these unprecedented times, making sure our best clients are being served very well and recognizing how we can help. Ultimately, this leads to retention and referrals and reduces price sensitivity. We discuss showing up as a Trusted Advisor with clients and cross-selling opportunities by understanding the client holistically as well as having a clear understanding of your firm’s service offerings and your network’s capabilities. Currently our clients have more of a need to work with us than ever before. Your best clients are your competitors’ top prospects. We look at how identifying “B” clients and turning them into “A” clients is a top priority and one of the best opportunities to grow.
In his presentation, Allan will discuss what’s happening, best practices, opportunities, successes, and the challenges faced when considering a merger or acquisition.