2021 is the "Year of the Client"

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Join us for exciting events led by industry experts

Women in Leadership: Balancing Competing Priorities

If you have ever felt overwhelmed by seemingly competing priorities, you are not alone. This practical webinar led by Damari Perez is designed to help you hone your leadership mindset when it comes to balancing competing priorities.

Streamlining Your Client Cleanup Projects

Come and learn practical tips from Michelle Vilms designed to help you streamline your client clean-up projects and maximize the chances of converting the best of these clients into ongoing monthly clients for your firm.

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The Role That Technology Plays in Driving Growth in your Firm

Since your time is limited to evaluate new solutions, we invite you to join Chris Farrell from Liscio, and Daniel Moshe from Tech Guru, as they explore the various ways that technology can impact your firm’s ability to grow. You’ll come away with a solid action plan for how to streamline your tech stack and set your firm up for success in 2021 and beyond.

21

June

10 AM PST

This course offers a cookbook of recommendations on selecting and building the right technology stack that works together for a seamless workflow experience. Considerations from workflow to document management to practice management are covered. This session, led by Randy Johnston, will save you hours evaluating the options guiding you to the best solutions. 

Tools, Technologies, & Processes: Client Experience 2.0 Recipe

June

22

10 AM PST

Designed for owners, managing partners, and supervising members of progressive firms, this course, led by Andrew Wall, is a deep dive into leadership principles and practices designed to help your firm create an environment for staff and clients that places the client firmly in the center of the firm.  You’ll learn how to maximize every touchpoint your firm has with clients, and bring staff along on the journey so they are invested in creating the best possible experience for your valued clients.

Managing a Client Experience 2.0 Accounting Firm