Seeing into the future: Staff forecasting made easy

With the ongoing battle to improve productivity, many firms are looking for better ways to allocate staff resources. But when spreadsheets are too cumbersome and scheduling software is too complex, it's hard to strike a balance between efficiency and overkill. This webinar will explore the middle ground, by discussing forecasting tools that will help you:

  • More efficiently balance the workload at your firm
  • Identify and fix potential staffing bottlenecks before they happen
  • Improve management's visibility into staff activities without adding a lot of extra work


Receive 1 hour of free CPE credit for participating in this live webcast.

Register for the webcast using the registration form below.

Presented by:

M. Darren Root, CPA.CITP
Darren is the Executive Editor of CPA Practice Advisor, and remains in public practice as the principal of Root & Associates, LLC, in Bloomington, Indiana, and president of his consulting practice, RootWorks. He formerly served on the Board of the AICPA's CITP Credentials Committee and is a former member of the Board of Directors for the Indiana CPA Society. He speaks at dozens of professional organizations each year and frequently serves as a guest lecturer at Indiana University's Kelley School of Business.

Samantha Lee
Samantha provides the day-to-day management of the roadmap, enhancement requests, market research and customer validation for a variety of products within the ProSystem fx® suite of solutions, including Practice Management, Practice Intelligence, Practice (SaaS) and Workstream. Samantha also has conducted training and consulting services for ProSystem fx® products.

Prior to joining CCH in 2006, Samantha worked for a large regional firm in the A&A, Tax, and Small Business services areas, where she helped launch ProSystem fx® Document and served as a member of the firm's Technology Committee. Samantha graduated magna cum laude from Georgia Southern University with degrees in Accounting and Information Systems.

This FREE online seminar is a continuation of the magazines' mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:


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