Embracing Change: Transforming Your Accounting Firm for 2023 and Beyond - Virtual Conference

In the current era of remote work, it has become essential for accounting firms to understand the secrets of successful remote work, ensure operation security against cyber threats, sustainability,  etc. To help you drive successful transformations and achieve positive outcomes, we invite you to join us for the virtual event: Embracing Change: Transforming Your Accounting Firm for 2023 and Beyond This event aims to provide valuable insights and practical guidance from industry experts specializing in remote work setups.

During the event, you can unlock the secrets of raising your rates without losing clients. The expert speakers will share their experiences and knowledge to guide you through setting up a remote firm effectively. 

Whether you are already embracing remote work or considering its implementation, this event will equip you with the necessary information and strategies to ensure a smooth and secure transition. Don't miss this opportunity to fortify your accounting firms against cyber threats and confidently embrace the future of work.

Date: June 21st, 2023

Time: 10:00 AM - 02:00 PM ET

Topics of the Conference:

1. What Is the Winning Strategy: Remote Work, In-Office, Or Hybrid?

Join our webinar designed to address the ongoing debate surrounding in-office, remote, and hybrid work. As organizations hastily adapted to remote work during the pandemic, opinions on its effectiveness varied. While some embraced the flexibility, others struggled to adapt. This course aims to provide a balanced solution that caters to both employers and their teams. If you're a firm owner genuinely seeking to understand what works best for all stakeholders, don't miss this webinar.

Learning Objectives:

• To identify what works best for your firm
• To know how to set up a structure that promotes a healthy team environment, no matter in-office or remote
• To explain what roles can successfully be done remotely

2. How to Secure Your Remote Firm Without Being a Techie

The pandemic has pushed accounting firms to work remotely and facilitate work online whenever possible. Due to the frequent reporting of heightened cyber threats and data breaches, employers carefully consider various technical aspects related to remote work.

This session will answer the following questions:

• Whether my existing setup is enough to support the technological aspect of remote working?
• What security features should I have to ensure the data is safe?
• What types of training do my staff need to have to ensure my remote firm can work smoothly?
• I don’t feel comfortable with jargon and technology when it comes to technology setups. How would I be able to cope-up with remote firm task management?

3. Critical Steps to Raise Your Rates without Losing Clients

Are you considering raising your rates but feeling hesitant? Join our online accounting firms Management Session where we address the challenges of implementing a price increase. With 85% of accounting professionals working long hours and struggling financially, we understand your concerns. However, this session will provide you with the exact steps to confidently raise your rates and attract clients who value your services. Discover effective strategies to grow your firm without burning out. Roll up your sleeves and join us to explore new ways of creating value for your clients and setting rates that reflect your worth.

Learning Objectives:

• To discover the #1 pricing solution that can quickly boost your profits
• To explain a proven formula for successfully raising your rates with confidence and ease
• To identify 5 simple steps to convert existing clients to your new pricing

4. Blueprint for Running a Better Firm: The Secret to Executing Change

Join our CPE Online accounting firms Management session to enhance your change management strategies and drive sustainable organizational change. Julie and Glenn will guide you through their POWER model, offering effective strategies for executing change within your firm. This comprehensive framework will empower you to design your future with change sustainment in mind, ensuring long-term impact and improved firm performance. Engage in polling questions to gather valuable insights and join us in driving positive outcomes for your organization.

Learning Objectives:

• To identify the components of the POWER model for executing change

• To evaluate the presence and effectiveness of a Practice Manager in driving change

• To assess the significance of a performance-driven compensation structure

5. All you need to know about offshoring for accounting firms

Interactive & engaging discussions on Offshoring Trends for Firms.

Prior to offshoring:

• Do's and don'ts

• Best practices

• Choose the Right Partner

• How to be offshoring ready

• Handling the onshore team’s concern

• Handling client’s concerns

• Data security and privacy

• Understanding the Indian ecosystem

Post offshoring:

• Scaling offshoring

• Task and roles to be offshore

• Handling phase-wise growth

• Challenges

• Hiring senior talent

• End client-facing roles

• Non-technical roles

• Working models in offshoring

Learning Objectives:

• Understand the current trends and dynamics of offshore accounting for firms
• Explore the benefits and challenges associated with offshoring for firms
• Analyze case studies and real-life examples to identify successful offshoring strategies and best practices for firms
• Foster interactive and engaging discussions among participants to share insights, experiences, and lessons learned regarding offshoring trends

Featured Speakers:

• Sia Kal, Managing Partner FY USA LLC

• Andrew Lassise, CEO Tech4Accountants

• Loren Fogelman, Founder of Business Success Solution

• Chris Rivera, Director of Client Relations, Entigrity Solutions LLC

• Julie Smith, Practice Manager, Harper & Company CPAs Plus

Don't miss out on this opportunity to gain invaluable insights into remote work setups, data security, pricing strategies, and change management. Register now and confidently grow your accounting firms without burning out!

Registration Link: https://bit.ly/3qyr8fx