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:
Wolters Kluwer Tax & Accounting
Director of Product Management
[email protected]
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.
Wolters Kluwer Tax & Accounting
Vice President of Audit
[email protected]
403-949-4291
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.
Wolters Kluwer Tax & Accounting
Vice President, Product Management
[email protected]
(847) 580-5000
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.