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Free cpe webinars
Unlocking Firm Intelligence: Embedding Intelligence in Every Aspect of the Firm

UNLOCKING FIRM INTELLIGENCE: EMBEDDING INTELLIGENCE IN EVERY ASPECT OF THE FIRM

Available Date(s)
Thursday, September 19, 2024: 11:00AM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Work smarter, not harder. Today, that saying is as true for the CPA firm or tax office that embeds intelligence into every aspect of their operations through technology as it was for the first caveperson to use a wheel and pulley system.

This webinar explores how highly intelligent firms can use cutting-edge technology to gain real-time insights with tools and tech including integrated platforms, data analytics, predictive analytics, and AI. Our panel including Colleen Knuff, Erin Leckie, and John Barnes, will discuss how firms can leverage technology to gain a deeper understanding of their workflows, staff, and clients, and how firm intelligence goes beyond the present to make strategic decisions for the future.

Learning objectives:


  • Recognize what it means to embed intelligence into your firm's processes

  • Evaluate how to use advanced tech to gain real-time insights

  • Identify steps firms can take to better understand how they can start leveraging tools to empower their firms and drive business intelligence

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Erin Leckie is the Head of North America Solutions for CaseWare International Inc. Erin leads the North American product development teams in building innovative solutions for accounting and finance professionals by leveraging the right technologies and tools for the profession. Fueled by the challenge to design features that solve industry problems, Erin is passionate about analyzing industry trends, researching new opportunities, and gathering customer insights to ensure the solutions meet and exceed user needs.

Prior to joining CaseWare, Erin worked in public practice for one of Canada’s largest associations of chartered professional accounting firms.

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John Barnes

Wolters Kluwer Tax & Accounting
Vice President, Product Management
[email protected]
(847) 580-5000

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John’s responsibilities include strategy development and portfolio management of Wolters Kluwer’s North American tax, audit, and workflow software platform solutions. He has 20+ years of experience in accounting and financial systems, software development, and management. Before joining Wolters Kluwer, John managed Tax Planning, Sales & Use Tax and Fixed Assets Management software solutions for accounting firms and corporate clients of all sizes.

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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.

Additional Materials
Webinar Technical FAQs
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.
Handout Materials
Presentation Slides
Nasba

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.