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Self-Study CPE
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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Free cpe webinars
Managing Complexity in a Modern Firm

MANAGING COMPLEXITY IN A MODERN FIRM

Available Date(s)
Monday, April 22, 2024: 4:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

It should come as no surprise that managing an accounting firm has become more complex over the years. Accounting firm leaders are navigating increasingly complex tax legislation and accounting standards, managing a blended workforce, and juggling complicated internal projects and client needs. As internal and external complexity has grown, so has interest in automation and outsourcing. 

While both strategies have value, they're not a magic bullet that will solve the challenges firms face today. Rising to the challenge requires focusing on three areas: people, processes, and technology. Mark McAndrew, Director of Product Management at Wolters Kluwer, and Michelle Walsh, Chief Operating Officer at Edelstein & Company, discuss why things go wrong when you fail to focus on all three legs of the stool and strategies you can implement in each of these areas. 

Learning Objectives:


  • List three essentials for managing complexity in a modern firm

  • Define vetted strategies for improving talent, process, and technology

  • Summarize how the right technology and tools are foundational to your firm

Linkedin

Mark McAndrew

Wolters Kluwer Tax & Accounting
Director of Product Management
mark.mcandrew@wolterskluwer.com
(847) 580-5000

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Mark has spent his career working within SaaS company environments to successfully establish and execute business strategies for both early growth companies and global organizations.

He speaks frequently to professional and industry groups on topics that include digital transformation, technology trends, outsourcing strategy, and workflow advisory consulting, performance management, and productivity enablement within the public accounting and corporate tax, finance, and accounting industries.

Michelle Walsh

Edelstein & Company LLP
Chief Operating Officer

Edelstein logo

Michelle has 22+ years of experience in public accounting, financial services, audit and compliance. Michelle brings a broad-based industry exposure, global perspective and creative approach that achieve business goals, increase capability and effectiveness. She is a strong strategic thinker with a passion for leveraging people, process, and technology to scale and grow.

Additional Materials
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Frequently Asked Questions
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  • CPE is available to all eligible participants within 24 hours of each webinar.
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Handout Materials
Presentation Slides
Nasba

NASBA Approved

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

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.