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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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The Future of Firm Management, Talent Acquisition, & Development

Business Management and Organization

THE FUTURE OF FIRM MANAGEMENT, TALENT ACQUISITION, & DEVELOPMENT

This course is part of the 2021 CCH Innovations Conference.
CPE will be issued by Wolters Kluwer Tax & Accounting.

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Series: CCH Innovations Conference - 2021

Course Description

It should come as no surprise to say that the most significant upheavals in the profession in the last several years have come in the area of firm management. Even with the changes brought about by things like the Tax Cuts & Jobs Act, pandemic relief policies, and the AICPA's Enhancing Audit Quality initiative, surveys show that the disruption caused by the pandemic and recent staffing challenges are the most pressing concerns for firms of all sizes.

In this session, Nate Brown, Ray Barlow, and Jim Toto discuss why this is a good news / bad news situation. The bad news (at least to some) is that there's no reason to expect things to "normalize." The industry has crossed a threshold and firms need to adapt. The good news? Forward-thinking firms are already finding new business models, tools, and strategies for talent acquisition and development that embrace the new normal and create distinct competitive advantages.

Nate Brown

Wolters Kluwer Tax & Accounting
Vice President of Firm Management
nate.brown@wolterskluwer.com
(847) 580-5000

Nate has had severed in several customer centric roles within consulting, sales and Product Management. Prior to joining Wolters Kluwer Nate served as a practicing CPA as well as working for a large multi-national corporation.

Ray Barlow

Wolters Kluwer Tax & Accounting
Director of Operations
ray.barlow@wolterskluwer.com
(847) 580-5000

Senior Sales and Business Development Executive consistently successful in driving new business, increasing market share, leading sales teams, creating programs, developing strategies, implementing changes, and managing key account relationships to generate long-term revenue growth. Successfully combines astute strategic, business, technology, and leadership competencies to deliver strong financial results and profitable growth throughout competitive markets. Mentor and leader of experienced salespeople; able to build new teams while personally cultivating key accounts. Strong public speaking skills and ability to motivate energize and lead to success. Recognized as an articulate and persuasive change agent whose recommendations, actions, and leadership enhance employee morale and client loyalty.

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Sponsor

Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.