How Leading Firms Evolve: A Fireside Chat
Tuesday, July 20, 2021
3:00 pm - 4:00 pm CST
Facilitator: Jasen Stine, with Intuit
Panelists: Josh Beck, with MarksNelson, Deborah Defer, with BDO, and Irfan Dossani, with Whitley Penn
76% of firms desire to have greater than 30% of their revenue from advisory, but only 19% of firms are delivering at that level today. Join us for a fireside chat with Jasen Stine, Intuit’s Tax & Accounting Education Leader and various leaders from firms across the profession as they discuss key trends – technology, hiring and managing talent, firm culture and mindset, etc. that continue to shape successful client relationships.
By attending this session, you will be able to:
- Identify the key ways leading firms drive meaningful change in how they operate internally.
- Leverage similar approaches in how leading firms look at the technology and people they hire to carry out the firm’s vision.
- Gain best practices that you can implement in your own firm right away.
- Outline the steps you need to take over the longer-term to become a leading advisory firm.
CPE is not offered for this session.