Cloud technology, artificial intelligence and machine learning have changed the way business owners work with and manage their financials. To help, financial and accounting professionals must now launch into a new side of their profession – that of a technologist. This session will explore how accounting professionals can select their vertical niche, assess technology, explore ways that they can stay ahead of the game to become digitally-savvy connected “Cherished Advisors” — highly valued strategic partners whom their business clients rely on to make smart business decisions.
Course ID: CATPPM1
The Journey to Becoming a Cherished Advisor: Technology, the Process and Practice Management
Learning Objectives
- Recognize the top technologies that can benefit your firm
- Identify how to leverage technology for generational planning
- Recognize how automation can grow your practice
- Identify ways to spearhead change management to develop the skills to become an advisor
Major Topics
- Finding your purpose
- The advisor journey
- Creating a vertical niche
- Assessing your market
- Firm assessment of technology
- Selecting ecosystem products
- Testing and trialling products
- Defining AI and Machine Learning
- The skills needed to become a high-valued advisor
Who Should Attend
Senior Level Associate, Management, Partners, Firm Owners
Fields of Study
Information TechnologyPrerequisites
Base understanding of cloud technology