INDUSTRY Webinar series

Building the Firm of the Future

Watch our industry webinar series and hear from leaders at IPA Top 500 Firms, where we share best practices to drive margins, team productivity, and revenue growth.

Featured Webinar Speakers

Leaders at audit and advisory firms face challenges with hiring and retention, downward pricing pressures, and the unknown impact of new technologies like Artificial Intelligence (AI). In this webinar series, executives at Top 500 firms share their unique strategies and best practices to overcome these challenges, enabling them to grow their business, differentiate their firm, and improve the client experience.

webinar 1

How Maxwell Locke & Ritter Grew its Security & Compliance Practice by 5X

Kate Williams of Maxwell Locke & Ritter, ranked 107 on the IPA Top 500, shares best practices that the firm adopted to meet surging client demand. She discusses the innovative approaches that helped the firm dramatically grow their practice, while overcoming resource limitations and pricing pressures.

Kate Williams

Risk Assurance & Advisory Partner, ML&R

webinar 2

How Aprio Drives Digital Transformation with PCI and HITRUST Engagements

Ranked 28 on the IPA Top 100, Aprio works closely with clients to help them secure their data, systems, and reputation on their journey of digital transformation. Shane Peden discusses the best-in-class processes and technologies that the firm adopted to deliver an exceptional client experience with PCI and HITRUST engagements.

Shane Peden

Managing Director, Aprio

webinar 3

Unlocking AI to Shape Your
Firm of the Future

As the President and CEO of Allinial Global, Mark Koziel works with many Top 500 accounting firms to discuss best practices and innovative technologies like Artificial Intelligence. In this webinar, he is joined by Fieldguide's CEO, Jin Chang, and Josh Tong, Fieldguide's Head of Product, to share best practices that they are seeing with AI in the advisory and audit industry. These three industry experts discuss what they have heard from accounting leaders on how AI is impacting firms of all sizes, potential opportunities and challenges with AI, and current and future uses with modern AI technologies.

Mark Koziel

President and CEO, Allinial Global