New Calendar View!
Content Provider
Officetools logo
Blankbox
Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Otp3

INDUSTRY INTERVIEW: DAMIEN GREATHEAD ON PORTALS

Cost Free
Presentation Length 0.0 hours

Recorded DateOctober 28, 2013
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

CEO Michael Giardina interviews Damien Greathead of 2020 Group USA about client portals.

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

Michael Giardina

Office Tools
EVP of OfficeTools Product

(661) 794-2220

Officetools logo

Michael Giardina is the Designer and Architect of the OfficeTools WorkSpace™ and WorkSpace™ Online software. Michael has owned a tax practice, worked for multiple firms and provided consulting to over 500 firms. Michael routinely speaks at Accounting & Tax Conferences and webinars on the benefits of technology and effective firm management. Michael holds a Bachelor of Science in Business from Metropolitan State College, Denver, Colorado.

Linkedin

Damien Greathead, MBA

Receipt Bank
Vice President - North America
damien@receipt-bank.com
(855) 969-5448

Receiptbank logo

Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

About Our Presenter

Officetools logo
Office Tools is the leading provider of practice management software and resources for firms in the accounting profession. Its primary products, Workspace™ and Workspace™ On-Line, combine a suite of core accountant/tax firm applications that handle contact management, tasks, due dates, document management, time tracking, billing, and workflow management into an integrated solution that is operated from a single interface. Office Tools also provides the Annual Practice Management and Tech Conference for members of the accounting industry and My Office Today, a print/online publication that offers resources from industry experts in three main sections: practice management, technology, and marketing.