Technology allows for scalability and new revenue. Why is it so hard to make the shift towards advisory? We will highlight obstacles that the firm's team and staff have experienced. We will be sharing examples from firms on how they pushed past challenges and managed change.
We will share real examples from firms and what they have been facing. In this session you will learn to:
Botkeeper
VP of Strategic Partnerships
[email protected]
(212) 596-6252
Deneen has spent the last 11 years strategizing with firms to evaluate, implement, and leverage technology to improve internal processes as well as enhance their client accounting relationship. She is passionate about helping firms utilize Artificial Intelligence & Cloud Technology to transform their accounting practices, and has facilitated the CPA.com Digital CAS Roadmap Workshop for years and trained hundreds of firms on how to build a Client Accounting & Advisory practice. Along with being a frequent speaker at conferences such as Engage, CPA.com Digital, and Sage Intacct Advantage, Deneen has a keen interest in helping firms create fast-growing, profitable new revenue lines by focusing on automation & innovation.
Fathom
Head of Partnerships & Business Development
[email protected]
61 7 3333 2239
Rowan heads up business development and partnerships for Fathom's US team. She has been with Fathom for about 4 years and in her time there has worked with accounting and advisory firms of all shapes and sizes from solo practitioners to Top 100 firms. She is passionate about helping firms leverage the power of Fathom to transform their practice and add value to their client relationships.