Winter Meetings of the Profession

Sign up or log in to bookmark your favorites and sync them to your phone or calendar.

Talent [clear filter]
Thursday, January 24

4:00pm PST

The Business Transformation Playbook - Playing Through the Line
How can firms build on their existing success by offering new, higher value services for clients? In this session, we’ll discuss the rapid technology evolution that is automating many of the traditional core services in the profession. We’ll also show you how to meet the changing demands of clients and build upon the compliance and transactional services your clients need to provide the proactive advice they really want and value. Learn how to move up the value chain.

avatar for Arianna Campbell

Arianna Campbell

Director, Boomer Consulting, Inc.
As a consultant for Boomer Consulting, Inc., Arianna Campbell helps accounting firms challenge the status quo by leading process improvement initiatives that result in increased profitability and client satisfaction. She also facilitates the development and cultivation of future firm... Read More →

Thursday January 24, 2019 4:00pm - 5:15pm PST
Surf A
Friday, January 25

8:00am PST

How to Drive a Consultative Mindset Using Behavioral Economics
With new technologies like AI and robotics changing core accounting services, so too is the demand for different types of accounting talent and skills. There is a critical need to drive a culture that focuses on developing technology and soft skills, as well as driving retention and engagement that can help accountants adapt. In this session, you will learn how to leverage behavioral economics to drive behavior change within your firm, and how you can use this approach to strengthen your role as strategic advisor to your clients. We will focus on: · What is Behavioral Economics? · How these theories can be applied and what it’s done for others · How you can use Behavioral Economics and Industrial & Organizational (I/O) Psychology to drive a broader consulting mindset within your firm’s employees

Friday January 25, 2019 8:00am - 9:15am PST
Surf A

9:30am PST

Outsourcing - a Leveraged Alternative
Outsourcing technology comes in many forms but brings it’s own set of opportunities and challenges.  In this session we will deconstruct an outsourcing technology strategy that leverages new technology paradigms,  as well as explore advantages to be gained and identifying the pitfalls to avoid.

avatar for Marc Staut

Marc Staut

Principal & Consultant, Boomer Consulting, Inc.
Marc Staut is a Principal & Consultant at Boomer Consulting, Inc., he helps to meet the growing needs of CPA firms by leveraging his experience to provide strategic technology assessments, planning, visioning and coaching. He feels that, “Technology should be an enabler – something... Read More →

Friday January 25, 2019 9:30am - 10:45am PST
Surf A

11:15am PST

Leave the Conference with a Leveraged Strategy - Ask Us Anything
avatar for Gary Shamis

Gary Shamis

President, Winding River Consulting, LLC
Leader. Speaker. Author. Change Agent. - Principal, Winding River Consulting (present) - National Strategy & Growth Advisor, BDO USA, LLP (2015-2017) - Senior Managing Director, SS&G, Inc. (2013-2014) - Co-Founder and Host, Winning is Everything Conference (2002-present) - Co-Founder... Read More →

Friday January 25, 2019 11:15am - 12:30pm PST
Surf A
Filter sessions
Apply filters to sessions.