Firm management 2020: What to expect in the new year

December 03, 2019 02:00 PM
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As accounting firms continue to transform the way they do business, firm management technologies are enabling new and better processes. Digital transformation is a long term goal that will take a series of incremental steps. Take the next step and get started.
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Key Speakers
  • Shari Dodgen is the Director of Strategic Relationships and Product Marketing for Mid/large firms at Wolters Kluwer Tax & Accounting North America. She is responsible for defining the overall product marketing strategy for the company’s award-winning professional software products, as well as building and expanding strategic relationships with professional associations and accounting organizations to drive increased value to individual firms.
    October 12
  • Damon Russel is the Product Line Manager at Wolters Kluwer responsible for driving strategic development, sales and retention, and portfolio management of document management and client collaboration solutions for Tax and Accounting Professionals. He has over 10 years of experience delivering enterprise software solutions for Wolters Kluwer customers and their clients around the globe.
    November 15
  • Pam Kelley is the Product Line Manager for Wolters Kluwer Tax and Accounting workflow solutions, including CCH Axcess Practice, CCH Axcess Workstream CCH Axcess iQ and CCH ProSystem fx Practice Management. She has been with Wolters Kluwer for almost 20 years, first as a business analyst, then product owner, before moving to product management earlier this year. Prior to working for Wolters Kluwer, Pam’s background includes working as Development Manager for another time, billing & workflow solution provider as well as Accounting Manager in private accounting.
    November 15
  • Danielle Lee, managing editor of Accounting Today, previously served as technology editor of Accounting Today and editor-in-chief of Prior to that, she held the role of senior editor. Before joining SourceMedia, Danielle covered the emerging corporate responsibility movement for CRO (Corporate Responsibility Officer, now CR) magazine as executive editor and worked for a range of entertainment and lifestyle publications in Los Angeles, including industry trade magazine TelevisionWeek. She holds a bachelor's degree in print journalism and a minor in cinema/television from the University of Southern California.
    December 14