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.
* Recognize how automation can grow your practice
* Recognize the top technologies that can benefit your firm
* Identify how to leverage technology for generational planning
* Identify ways to spearhead change management to develop the skills to become an advisor
* 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
Senior Level Associate, Management, Partners, Firm Owners
Base understanding of cloud technology, optional reading of Amy Vetter’s book available on Amazon.com: Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud
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