Building a business that puts technology first presents an opportunity to change the shape of the firm landscape. It comes with substantial rewards including increased productivity, stronger client relationships, and staff satisfaction. But it also comes with its challenges when not implemented properly. Resistant staff and partial adoption could lead to a disorganized atmosphere, lower client satisfaction, and revenue loss. During this panel discussion, leading CAS experts will be discussing what change management is and why it's a critical piece for firm growth along with best practices and how to move forward through change.
Learning Objectives:
CPA.com
Professional Development Manager
(855) 855-5CPA
Amy comes to CPA.com with more than a decade of classroom instructional experience, and an additional 15 years of work with software development, training, and consulting. These experiences have honed her instincts in curriculum design, process documentation, and adult learning. Her expertise in assessment for the improvement of teaching and learning was sharpened in real-world practice, and now allows Amy to lead the evolution of the next phase of educational offerings CPA.com will bring to market. She is eager to help CPA.com expand their recognition as a provider of high-quality, best practice education for firm enablement and business development. Amy holds a B.S. Mathematics with a minor in Math Education from Purdue University and an M.A. Education in Currculum and Instruction from the University of Indianapolis.
BILL
Strategic Accounts Director
(650) 621-7700
Bill.com, the leading digital business payments company with over 3M network members and moving more than $60B annually. Our award winning, payment management platform is used by 4 of the nation’s top 10 banks and 60% of the top 100 U.S. accounting firms.
hiline
CEO and Co-Founder
CPA on a mission to blow-up old-school perceptions of the accounting profession. Breaking the conventional and reimagining a more meaningful and fruitful career path for aspiring accountants. Obsessed with the customer experience and helping SMB founders/owners make better investment decisions around the finance function in their businesses. Father of the two coolest kids around. Lucky husband. Entrepreneur. Investor. Business builder. Golf-head. Music lover.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.
CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.