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Leveragingautomation tanner

LEVERAGING AUTOMATION AND MACHINE LEARNING TO FOCUS ON VALUE

Cost $12.50
Presentation Length 1.0 hour

Recorded DateAugust 1, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Most of us are a part of this profession because we really enjoy advising our clients and helping them succeed. If we're honest, we spend a lot less time advising and a lot more time just cleaning up messes. What if you could leverage new machine learning tools to do the cleanup and free up your time for more client advisory work? What if you could spend less time trying to recruit, retain, and supervise an army of staff to do that cleanup and could instead leverage technology tools and a smaller stable of more experienced client advisors? What if your margins improved in the process? This is not a decades-from-now future reality. The technology exists today. Come learn how firms are integrating these tools into their practices and freeing themselves up to focus on the client work they most enjoy.

Learning Objectives

  • How to set up work flows that integrate automation technologies.

  • How to price and sell engagements and which advisory services to incorporate.

  • How to change your approach to staffing to embrace these new tools.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dan Griffiths, CPA, CGMA is a partner at Tanner, LLC, a Salt Lake City-based CPA firm with 130 team members. Dan is a business coach and consultant and facilitates over 75 leadership retreats each year across a variety of industries. He specializes in business strategy, team performance, and leadership development. He currently serves as a member of the AICPA board of directors. He holds B.S. and Masters of Accountancy degrees from Brigham Young University, summa cum laude and with high distinction, respectively.  Dan also oversees the accounting automation and data analytics service lines at his firm.

​Dan is an avid flyfisher, backpacker, and gardener. He and his wife Bibiana are the proud parents of four children. 

About Our Presenter

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At Tanner, their purpose is to serve. Each day, they make a positive impact in the lives of all those with whom they interact. They dazzle clients by being on time and on budget with no surprises.