Web Seminar

Technology and your advisory practice

Past event date: July 24, 2024 Available on-demand 60 Minutes
Sponsored by
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Modern advisory services -- the kinds many accounting firms are looking to focus on more and more -- rely on a foundation of technology, from cloud-based accounting platforms and reporting systems that provide the raw data that inform analyses and decision-support advice, to specialized tools that enable and inform unique advisory services.

In this webinar, advisory experts and firm leaders share insights on:

  • Identifying the right solutions to support your services
  • Integrating software with advisory workflows and processes
  • Building an advisory tech stack
  • The role of AI in advisory services

And much more!

Speakers
  • Danielle Lee
    Managing Editor
    Accounting Today
    (Host)
  • Jim Bourke
    Partner, Director of Firm Technology and Technology Niche Practice Leader
    Withum
    (Panelist)
  • Botkeeper_Jody_Padar.png
    Jody Padar
    Author
    The Radical CPA
    (Panelist)
  • whitehouse-geni-2021.jpg
    Geni Whitehouse
    "Countess of Communication" and President
    Information Technology Alliance
    (Panelist)