Technology is changing the way your clients expect to work and manage their financials. To stay relevant to clients, accounting professionals are retooling to launch into new services and will need to acquire new skill sets, one being that of a technologist.

This session will discuss why it’s important to not just implement technology to do things the same way you have always done them but, instead, to rethink the business processes in your practice. By doing this, you can become more efficient, productive, collaborative, and can create an environment of purpose that your team and clients can rally around. Learn to define your “why” and select a vertical niche, assess the right technology to align to your mission as a practice, and explore other ways to re-engineer your business processes.

Attendees will come away with an understanding of how technology’s gift of more time gives you the opportunity to become “Cherished Advisors”—highly valued, strategic partners who are an integral part of their clients’ businesses and whom their clients can’t imagine living without.  

Learning Objectives:

• List how to identify your purpose as a firm


• Recognize the “Cherished Advisor” journey and the different stages of innovation for your practice


• Describe the path to specializing in vertical industries


• Define a creative technology strategy and how to assess the right technology fit for your practice


• Identify your business processes to take full advantage of the technology implemented in your firm and create new ways of collaboration with your team and clients