Web Seminar

Laying the foundation for Tax & Audit Transformation using a platform approach

Wednesday, March 1, 2023 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes
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The mid-sized accounting firms are trying to scale their operations and deliver a better customer experience. A recent study showed that 85% of mid-sized accounting firms will invest in technology to remain globally competitive.

Learn how a custom-built platform approach is a strategy that more mid-sized firms are adopting and how they are seeing productivity improvement and overall enhancement in customer experience. Hosted by Accounting Today, our panelists from Cherry Bekaert and Orion Innovation will cover:

  • The technology imperative for mid-sized accounting firms​
  • Navigating new technology adoption
  • The platform approach strategy
  • Balancing strategy and tactics 
  • Navigating IRIS code complexities 
  • Expected business returns and impacts to scalability

CPE Credit Information
Subject Area: Technology
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None

Speakers
  • Mike Giuli
    CIO
    Cherry Bekaert
    (Speaker)
  • Nate Regimbal
    Managing Director, Digital Transformation and Enablement
    Cherry Bekaert
    (Speaker)
  • Ramanan Seshadri
    Professional Services Leader
    Orion Innovation
    (Speaker)
  • Sachin Sinha
    SVP – Delivery
    Orion Innovation
    (Speaker)
  • dan-hood.gif
    Dan Hood
    Editor-in-Chief
    Accounting Today
    (Moderator)