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2022 AICPA & CIMA ENGAGE

ENG22SS04 - How to Unclunk your Firm with Cloud-based Practice Management, presented by Canopy

Jun 7, 2022 6:00am ‐ Jun 7, 2022 6:50am

Overview
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This panel will show you how to leverage practice management software at your accounting firm.

Learning Objectives:

Recall your firm’s common pain points and how PM software can address them.
Recognize the core tenets of a practice management solution
Identify how a cloud-based software solution can increase your firm's ROI.

Moderator(s):

Michelle Lundberg, Director of Product Marketing, Canopy Inc.

Speaker(s):

Michael Salmon, Sales Director, Canopy Inc.
Larry Furr, Chief Product Officer, Canopy Inc.
Andrew Berg, CPA, Managing Partner, Berg Advisors

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