Web Seminar

3 conversations every firm is having right now

Past event date: June 2, 2025 Available on-demand 60 Minutes
Partner Insights From
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After speaking with dozens of firms this year - from regional leaders to top 100 powerhouses - we've had a front-row seat to what's really on the minds of today's accounting leaders. 

These aren't theoretical trends or generic industry predictions. They're the honest, behind-the-scenes conversations that firms are having in partner meetings, offsites, and boardrooms.

In this session, we'll share 3 conversations that we're hearing most consistently:

  • "How do we transition from WIP billing to value billing?"
  • "How do we enable greater productivity on Microsoft solutions, including 0365, Teams, Sharepoint, and Copilot?"
  • "How do we create a unified client experience when we still plan on having multiple solutions in the firm?"

Webinar attendees will walk away with a clear sense of where your peers are focused, what they're struggling with, and what's actually driving change across the profession.

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

Speakers
  • Levi Morehouse
    President
    Aiwyn
    (Speaker)
  • Chad Osgood
    VP of Services & Innovation
    Aiwyn
    (Speaker)
  • Chris Gaetano.jfif
    Chris Gaetano
    Technology Editor
    Accounting Today
    (Moderator)