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Attend this non-technical session with Donny Shimamoto to figure out which digital technologies you should be looking at and which transformation strategy may be the right one for you.
Masterclass hosted by Amy Franko: A firm’s strongest growth opportunities are through expanding your existing client base. Get customer experience right, and you will improve sales growth.
In today’s digital age, relationship building can feel more challenging than ever. Join Amy Franko for a masterclass in how to determine which relationships get your valuable time investment.
What’s the difference between a firm that is operating on idle and one that is poised for strong growth? Innovation. Join Sales Leader Amy Franko's masterclass as she explores this topic.
Join Jason Blumer, CPA as he hosts a masterclass on how to onboard digital clients in a remote world.
It’s time for accounting firms to re-imagine their value and lean into the impact they have on their clients' businesses and lives.
Join one of Linkedin's Top Sales Voices, Amy Franko, as she hosts a masterclass on Modern Strategies to Build a Trusted Advisor Culture.
This panel conversation will cover multiple angles on the mindset of digital transformation, ranging from strategic approaches to best practices, and how to manage ourselves in the evolution.
In this webinar, marketing expert Jeannie Ruesch will walk you through the 5 Steps to Building an Intentional Marketing Plan
As a finance pro, you’re an expert who understands the technical impact of technology and process. Join Tate Henshaw to learn how to convey this importance and gain the trust of your hesitant clients.
Small firms have the advantage of being more agile and able to adopt remote work practices more easily, but may also lack the technical know-how to handle cybersecurity measures properly.
