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How Leading Firms Evolve: A Fireside Chat

July 20 @ 3:00 pm - 4:00 pm

Cost: Free


Nikki Demers


Join us for a Fireside Chat on How Leading Firms Evolve on Tuesday, July 20 at 3pm Central

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.

>>Sign up for the Fireside Chat here

Industry Expert Session with our valued Resource Member