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Innovation in Action: An Analysis of Industry Trends

INNOVATION IN ACTION: AN ANALYSIS OF INDUSTRY TRENDS

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 31, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Come ready to learn about the challenges and opportunities facing today's accounting firms. In this session, a panel of Wolters Kluwer experts reacts to the most fascinating findings from their annual industry survey, including a look at the factors separating high-performing firms from the rest of the pack. 

Learning Objectives: 


  • Evaluate a clear understanding of the trends shaping tax, audit, and accounting firms of all sizes

  • Identify how and why high-performing firms are growing

  • Recognize and implement steps firms can take to go beyond expectations to achieve their own goals

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Cathy Rowe, CPA, CA, is director of technology product management for audit solutions at Wolters Kluwer. She was named one of the Top 40 Under 40 thought leaders by CPA Practice Advisor for her accomplishments in bringing customer workflow perspectives into the design and development processes.

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Colleen is an experienced leader in product management with a demonstrated history of working in the information technology and services industry. Currently, she leads the Audit business for North America, serving the audit and assurance needs of CPA firms. Colleen has also led a global product management team and owned a product portfolio that services a global client base.

The keys to her success are continuous learning about the profession and clients; her approach to deep learning about customer behaviors and jobs to be done; and her ability to achieve product-market fit.

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Nate Brown

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

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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.  

About Our Presenter

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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.