Leading Your Clients Through the New Tech Landscape (ACTM)


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Discussion Leader
Steven Burns, FAIA

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Leading Your Clients Through the New Tech Landscape (ACTM)

Customer Rating

Field of Study

Information Technology

Level

Basic

Credits

1

Qualifies For

CPE

Overview

With the influx of new business management technology into the market, staying informed seems like a full-time job. Even after you identify the processes and software that will help your clients better run their companies, getting their buy-in can be even more difficult.

This webinar with BQE Software Chief Creative Officer Steven Burns, FAIA will give you essential tips for guiding your clients through the technology buying process. You’ll better ascertain your clients’ pain points and goals while learning more about new business tools, including cloud accounting software, automation, and AI. You’ll walk away with the comprehensive knowledge needed to help your clients do what’s best for them.

Major Topics

  • New business management technologies, including cloud accounting software, artificial intelligence, business intelligence, and automation
  • Ways to stay informed about new software
  • Clients’ needs and concerns when it comes to their tools and processes
  • How the right technology improves client relationships

Learning Objectives

  • Pinpoint important new technologies in the accounting and business management space
  • Assess which software is right for your clients
  • Explain the value of adopting new tools to your clients
  • Assist in the implementation process to ensure a smooth transition

Designed For

CPAs, advisers, bookkeepers and accountants

Prerequisite

None

Advanced Preparation

None


'
Discussion Leader
Steven Burns, FAIA

No Future Events exist.
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