Join Joel Lacayo, Lead Channel Account Executive with Rippling, as he shares Rippling’s start to finish solution set to enable CPA firms to drive transformational change for clients with their employee management platform. Learn about creating an efficiency model with one single platform that holds all the data.
Catch Kellie Parks, CPB, Cloud Accounting Specialist with Rewind, as she speaks to transforming and creating confidence to be ahead of the curve and take a leap of faith to be successful with digital technology. Kellie shares, “stop thinking of the what-if’s and oh-no’s. Manage the work through mapping it out.”
Join Reid Schretlen, Account Manager with Practice Ignition, as he shares how streamlining your processes with cloud technology will improve your client experience while saving you time. You can also use cloud technology to differentiate yourself and expand your service offering. For CPA’s that are willing to lean in and put work in to it, there is a huge opportunity to provide new technology advisory and experiences for your client.
Join Tom Kelly, Sr. Director of Product Marketing and Management with NetSuite, as he discusses breaking the cycle of the continuous accounting close through leveraging technology. It is part of process improvement and applying real-time capabilities to automate with machine learning.
The Intuit team - Jasen Stine, Training & Education Leader for the Tax & Accounting Profession and Jim Buffington, Advisory Services Leader, Intuit Accountants, share their perspective on three key pillars leading firms implement to transition their practice to standardize their tech stack and workflow.
Joey Ryan, co-founder and CFO of Gilded Finance indicates that AI, automation, and blockchain are where the future is headed. As a CPA profession we need to be at the forefront to help guide and educate clients as they adopt these new technologies.
The BotKeeper team of Jody Padar, VP of Strategy; Byron Patrick, VP of Growth & Success; and Deneen Dias, Director of Partner Success, join us to share insights on working with firms to dig deep to the core of what is needed to understand the challenge of obstacles they are trying to resolve. You don’t have to be a technologist to implement technology. Technology gives you the capacity to transform and evolve your business model to become more advisory.