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Industry Webinar Series: Building the Firm of the Future

In the ever-evolving landscape of audit and advisory services, staying ahead of the curve is not just a choice, but a necessity. The challenges faced by leaders in these firms are numerous – from hiring and retaining top talent to navigating downward pricing pressures, all while harnessing the potential of cutting-edge technologies like Artificial Intelligence (AI). To address these challenges and provide actionable insights, we are thrilled to announce our upcoming webinar series: Building the Firm of the Future.

Our unique webinar series brings together executives from the Top 500 CPA firms to share their invaluable insights and best practices that have helped them not only overcome challenges but thrive in the face of adversity. These leaders have managed to grow their businesses, set their firms apart from the competition, and enhance the overall client experience.

Here’s the lineup:

  • How Maxwell Locke & Ritter Grew its Security & Compliance Practice by 5X
    Join us as we delve into the journey of Maxwell Locke & Ritter, a firm ranked 107 on the IPA Top 500. Kate Williams, Risk Assurance & Advisory Partner, will walk us through the strategies and practices that propelled the firm's Security & Compliance Practice to unprecedented growth. From innovative approaches to resource constraints and pricing challenges, this webinar promises to offer actionable insights that you can apply to your own firm.
  • How Aprio Drives Digital Transformation with PCI and HITRUST Engagements
    Ranked 28 on the IPA Top 100, Aprio is at the forefront of digital transformation initiatives. Shane Peden, Managing Director, will unveil the secrets behind their exceptional client engagement in the realm of PCI and HITRUST. Discover the processes and technologies that have enabled Aprio to secure data, systems, and reputations, paving the way for both the firm and its clients to excel in an increasingly digital world.
  • Unlock AI to Shape Your Firm of the Future
    Artificial Intelligence isn't just a buzzword – it's a transformational force that forward-thinking firms are leveraging. Josh Tong, Head of Product at Fieldguide, will guide us through how AI can complement and amplify the expertise of practitioners in the Top 500 firms. Get ready to explore the latest trends and innovative technologies that are shaping the future of the industry.

Register now, and stay tuned for additional speakers and updates!

Don't miss out on this unparalleled opportunity to learn from the best in the business. Our Industry Webinar Series promises to provide you with actionable strategies, innovative approaches, and insider insights that can drive your firm's margins, productivity, and growth. Whether you're a leader seeking solutions or an aspiring visionary, this series is tailor-made for you.

Secure your spot now and stay tuned for additional webinars that will equip you with the tools you need to build the Firm of the Future.

Angela Goldberg

Head of Corporate Marketing

Results-oriented, business-to-business marketing professional with 25 years of experience developing and executing strategic, integrated marketing plans that drive revenue, increase demand, and enhance brand equity.


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