Presentation
Digital CPA Conference
The annual Digital CPA conference is for practitioners curious about technology and its impact on the accounting landscape. Together we’re challenging business models, transforming practice areas and driving innovation across the profession. Attendees of Digital CPA 2021 will be in front of the rapidly changing landscape facing the profession and learn how innovative firms are staying ahead of the curve.
Client Onboarding: Standardizing and Customizing
December 7, 2021 | 12:40 PM – 1:30 PM EST
Co-Presented by Elinor Litwack, CPA
The onboarding process can reassure a client they made the right choice is joining your firm or create anxiety. Firms are challenged with standardizing and systemizing the process to improve efficiency and profitability while simultaneously making it feel personalized to a client. In this session, we will discuss specific ways to use the client assessment to bring client on board in a personalized way with standardized tools and processes. Providing a high quality onboarding experience for clients starts the relationship on the right foot, and sets your team up for success.
Building a CAS Curriculum Within Your Firm
December 7, 2021 | 2:30 PM – 3:45 PM EST
Co-Presented by Elinor Litwack, CPA
In a CAS practice the technology, processes and roles are different than other service lines in the firm. Though technical training can be organized as crossover trainings, the exact skills to be successful in the various roles of a CAS department needs it’s own curriculum. In this session we will discuss ways to train your CAS team from entry level to virtual controller and CFOs. Communicating career path options is important for employee engagement and firm growth. This includes developing additional skill sets and knowledge on tools that are key to the productivity and profitability of the services.
AI Platforms are Growing Up
December 7, 2021 | 4:15 PM – 5:30 PM EST
Presented by Ricardo Trujillo, CPA, CITP, CISA & Tricia Katebini, CPA, MBA
At the 2019 AICPA and CPA.com Executive Roundtable a technology expert pointed out to the executives of 50 top cloud-based accounting solutions that AI (artificial intelligence) had the maturity of an 8 year old. But he also noted the exponential rate at which it will grow and mature. Now, nearly 2 years since that observation, the impact of AI in our daily work and personal lives is undeniable. Join this panel to hear about innovations taking place and hear them share their vision for more potential. Are you ready to capitalize on AI? Have you begun to formulate your vision? Consider the Chinese Proverb, the best time to plant a tree was 20 years ago, the second best time is today.
Speakers
