This session will cover how to make sure you're getting the most from your remote workers, while also making sure they feel fully engaged with your firm and its culture.

Assembling the technology is a critical part of building a client advisory services practices, and pioneering firms are rapidly putting together a set of best practices for everything from selecting the right GL packages and the apps to go with them, to automating your processes, and getting your staff and clients onboard.

Learn how Squire & Company, a 50-year-old firm based in Salt Lake City, has evolved from a hands-on, high-touch firm managing many processes manually to a more efficient technology-driven practice.

This panel will look at every aspect of the question, from how to identify the right services to offer and how to package them, to thinking through questions like pricing, staffing, marketing, and more.

During this forward-looking presentation, Joe Woodard, Client Accounting and Advisory (CAAS) coach and expert, will prepare your practice to navigate the rapidly changing world of CAAS.

Join this session to discover the proven system to seamlessly transition clients to your new rates - including legacy clients? The keys to earning more without working more are counter-intuitive.

Environmental, Social, and Governance (ESG) isn't new, but it's increasingly important in the marketplace. Regulations, which already exist internationally and are impending in the US, could have a significant impact on the accounting profession.

I will talk about our success stories and tips and tricks on building a successful practice in this area including pricing and packaging of services around recurring revenue, cross-selling within the firm, and focusing on industry-specific solutions.

In order to grow your business the way you want to, you should maximize the number of ideal clients you have. But, we currently have legacy clients and historical norms to overcome.

Phil Whitman, will share how you can take your firm on a multi-pronged accelerated growth journey. Participants will leave with a roadmap to targeted growth.

This panel will look at how firms can develop a culture of innovation that allows them to make the most of advances in technology. 

This panel discussion will cover a wide range of important factors, from pricing and service bundling, to finding the right clients, staffing the practice, and much more.

A look ahead at how everything from private equity to virtual work, ad hoc partnership and firm networks, gig work and much more will offer a host of new ways to organize accounting work.

This panel will look at where they'll go, and what other new technologies are coming along, and how they'll change the way your firm operates.

It's sort of everything you need to know about succession planning, M and A PE and more.

Building on more than a decade's worth of data from our Best Firms to Work For, this session will explore the top strategies for attracting and retaining staff, covering tried-and-tested methods to develop employees that are engaged for the long-term.