Technology's Role in a CPA Firm Merger - American Institute of CPAs
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Rapid growth, whether through a merger or organically, presents challenges for any firm. A focus on technology planning and integration early in the merger process can mitigate risk to the firm, increase productivity, and support a one-firm culture. This interactive session will provide strategies for leveraging technology to ease your firm’s growing pains.
Learning Objectives:
Recognize technology related questions you should ask in preparation for the rapid growth of your firm
Interpret strategies for integrating multiple technology platforms
Evaluate ideas for leveraging technology to build culture throughout your firm