Content Provider
Newvision
Sponsored by
Taxjoy logo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
How to Make Your Practice Millennial Ready

HOW TO MAKE YOUR PRACTICE MILLENNIAL READY

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 4, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

There are fundamental tenets of a future-ready, customer-centric and Millennial-ready firm built for today’s rapidly changing business environment. In this webinar, you will get an overview of how working in the cloud, streamlining workflows, and putting an extra focus on security and accessibility will allow your firm/practice to be ready to serve Millennials. Learn how re-inventing internal and external firm processes and procedures can help create a new accounting business model of flexible, results-driven workplaces, client focus, and value-pricing.
 
Learning Objectives:


  • Observe and understand Baby Boomers and Millennials expectations

  • Understand how dead simple user experience is the key

  • Learn modern collaboration under the cloud rules

  • Begin re-inventing internal and external firm processes

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jody Padar

New Vision CPA Group
Head of Tax Strategy
jody@newvisioncpagroup.com
(847) 463-1967

Newvision

Jody Padar is one of the profession’s foremost visionaries and pioneers. As a practitioner, she is VP of Strategy at Botkeeper and CEO and Principal of The Radical CPA, a public accounting firm based in the Chicago area. And as an author, lecturer, coach, consultant, and mentor, she advocates for progress and innovation in the profession, heralding a new way of thinking about accountancy and giving it a new purpose. Having transformed her firm into a technologically advanced, paperless work environment, she is now dedicated to educating her colleagues on making the same transition. She is a regular contributor to a number of industry publications, including Accounting Today and CPA Trendlines, where she offers practical tips and advice on running a next-generation firm. Padar has been named by Accounting Today as “the Top 100 Most Influential to the Profession” for the last four years and manages her firm and discovers new “best practices.” She has just published her first book, The Radical CPA: New Rules for the Future-Ready Firm. Padar is married, has two teenage children, and swims competitively. Padar earned her BBA from Saint Mary’s College and MST from Northern Illinois University. Padar is also an adjunct professor at Oakton Community College and a contributing member of the Intuit Trainer Writer Network. Follow her on Twitter, @JodyPadarCPA, and Facebook, facebook.com/jodypadar.

About Our Sponsor

Taxjoy logo
TaxJoy™ is the first secure communication and collaboration platform that radically simplifies the way accountants and their clients do business together. From collecting information and client documents via engaging interactive questionnaires to requesting payments and everything else in between. It is an essential tool for an accounting firm of any size.