More Than Just a Number: Data management strategies that will change the game for your clients and your firm

Monday, August 4, 2014 | 1:00 PM ET | 12:00 PM CT | 11:00 AM MT | 10:00 AM PT

From building better client relationships to uncovering costly inefficiencies, the secret to long-term profitability is hidden in your firm's data. The flood of raw data available can be overwhelming, but a few simple steps can put you on the path to success. If you aren't getting the most out of your firm's data, you're missing an opportunity to strengthen your business. Ensure a profitable future by attending this 1 hour session, where you'll learn how to better manage and understand the spectrum of information in your firm and earn 1 free CPE credit in the process. Learning objectives include:

  • How better data translates into increased profitability and improved client service
  • The real-world consequences of inaccurate and incomplete data
  • New tactics for improving your firm's data collection practices

Program level: Basic (no prerequisites required).

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

Register for the webcast using the  registration form at the right.

Presented by:
Gail Perry Gail Perry, Editor-in-Chief, CPA Practice Advisor

Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows and webinars. Gail is the author of over 30 books (including For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail earned a bachelor's degree in journalism from Indiana University and studied accounting at Illinois State University, after which she earned her CPA and worked for Deloitte in its Chicago office tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

Samantha Grovenstein Samantha Deal, Technical Product Manager, Workflow Solutions, Wolters Kluwer, CCH

As a Technical Product Manager for Wolters Kluwer, CCH workflow solutions, Samantha is responsible for day-to-day management of product roadmaps, enhancement requests, market research and customer validation for ProSystem fx Practice Management, CCH Axcess Practice and CCH Axcess Workstream. Prior to joining Wolters Kluwer, CCH in 2006, she worked for a large regional firm where she served on the Technology Committee. Samantha graduated from Georgia Southern University with degrees in Accounting and Information Systems.

Amanda Kelley Amanda Kelley, Software Consultant, Wolters Kluwer, CCH

Amanda Kelley is a Lead Software Consultant for Wolters Kluwer, CCH. She provides training and consulting services for customers of ProSystem fx® Practice Management, ProSystem fx® Portal, CCH Axcess™ Practice and CCH Axcess™ Workstream. She received her bachelor's degree from Florida State University in sociology with an emphasis in public administration. Prior to joining Wolters Kluwer, CCH, she worked for CPASoftware as a member of the technical support team supporting Visual Practice Management (currently ProSystem fx® Practice Management), and she worked in the accounting department with the Escambia Sheriff's Office in Pensacola, Fla.

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:

* By registering to view the More Than Just a Number: Data management strategies that will change the game for your clients and your firm, you have accepted to be contacted by our sponsors.

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: For more information regarding administrative policies please contact Isaac O'Bannon at 800-547-7377 x2110

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