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Unlocking Firm Intelligence: Embedding Intelligence in Every Aspect of the Firm

UNLOCKING FIRM INTELLIGENCE: EMBEDDING INTELLIGENCE IN EVERY ASPECT OF THE FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 19, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Work smarter, not harder. Today, that saying is as true for the CPA firm or tax office that embeds intelligence into every aspect of their operations through technology as it was for the first caveperson to use a wheel and pulley system.

This webinar explores how highly intelligent firms can use cutting-edge technology to gain real-time insights with tools and tech including integrated platforms, data analytics, predictive analytics, and AI. Our panel including Colleen Knuff, Erin Leckie, and John Barnes, will discuss how firms can leverage technology to gain a deeper understanding of their workflows, staff, and clients, and how firm intelligence goes beyond the present to make strategic decisions for the future.

Learning objectives:


  • Recognize what it means to embed intelligence into your firm's processes

  • Evaluate how to use advanced tech to gain real-time insights

  • Identify steps firms can take to better understand how they can start leveraging tools to empower their firms and drive business intelligence

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Erin Leckie is the Head of North America Solutions for CaseWare International Inc. Erin leads the North American product development teams in building innovative solutions for accounting and finance professionals by leveraging the right technologies and tools for the profession. Fueled by the challenge to design features that solve industry problems, Erin is passionate about analyzing industry trends, researching new opportunities, and gathering customer insights to ensure the solutions meet and exceed user needs.

Prior to joining CaseWare, Erin worked in public practice for one of Canada’s largest associations of chartered professional accounting firms.

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Colleen is an experienced leader in product management with a demonstrated history of working in the information technology and services industry. Currently, she leads the Audit business for North America, serving the audit and assurance needs of CPA firms. Colleen has also led a global product management team and owned a product portfolio that services a global client base.

The keys to her success are continuous learning about the profession and clients; her approach to deep learning about customer behaviors and jobs to be done; and her ability to achieve product-market fit.

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John Barnes

Wolters Kluwer Tax & Accounting
Vice President, Product Management
[email protected]
(847) 580-5000

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John’s responsibilities include strategy development and portfolio management of Wolters Kluwer’s North American tax, audit, and workflow software platform solutions. He has 20+ years of experience in accounting and financial systems, software development, and management. Before joining Wolters Kluwer, John managed Tax Planning, Sales & Use Tax and Fixed Assets Management software solutions for accounting firms and corporate clients of all sizes.

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.