Advisory Track: ​Advisory as a Disruptor: Navigating What's Ahead for Modern Accounting Firms

Advisory services have become a critical differentiator for firms to stay relevant and competitive. Adopting an advisory-first model is reshaping client experiences, enhancing the value of client relationships, and driving growth. Richard will share Aprio's journey - the operational shifts needed, lessons learned, and transformative impacts, plus actionable insights to leveraging technology, cybersecurity, and PE expertise to meet modern client demands and position firms for long-term success.

What you'll learn:

• Roadmap for Transition: Learn about the practical steps for evolving from a traditional accounting focus to an advisory-first model that increases client value and supports long-term growth.
• Client-Centric Services: How to create and communicate a client-centered advisory approach that highlights technology, cybersecurity, and other emerging areas to meet modern client demands.
• Advisory as a Talent Magnet: Insight into how an advisory focus can support firm recruiting and retention efforts by attracting top talent looking for innovation and growth opportunities.