Winter Meetings of the Profession
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Thursday, January 24 • 4:00pm - 5:15pm
CX for Modern CPA Firms: A Peek Into the 'Machine' Creating Next Generation Value for Clients

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The client experience (CX) may seem complex and confusing. It doesn’t need to be. Using stories from E&Y, KPMG, Deloitte, RSM and the AICPA, the CX process will be simplified. You’ll learn how the lessons and approach from the big firms can supply you with knowledge and ideas to make CX a manageable competitive differentiator. The CX framework will be laid out so you can begin working toward it. Step-by-step instructions and helpful anecdotes that you can put to week immediately will be shared. Attendees will also receive down-to-earth digital manuals and simplified resources geared to help you begin to take action in your firm, on your own terms and timelines.

Thursday January 24, 2019 4:00pm - 5:15pm PST
Surf D