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Archived Version: Firm Operations Series: Modernizing Processes & Efficiency

Tue, Jul 17, 2018 2:00 PM EDT{LOCAL_TZ}

Firm Operations Series: Modernizing Processes & Efficiency 

The accounting profession is changing quickly, and firms that stick with the status quo are already struggling to meet key goals and growth targets. Getting ahead and staying ahead now require maintaining a strong focus on efficiency and a willingness to embrace change. In Part Four of our Firm Operations Series, we’ll talk about modernizing operations in accounting firms, including:

  • Efficiency challenges facing firms now and in the near future 
  • New strategies for overcoming staffing limitations
  • High-impact changes that improve client service.

Improving firm operations can help firms gain efficiency and improve profitability. Don’t overlook this critical component of your firm’s well-being.

Program level: Basic (no prerequisites required).

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

Please test your system for webcast compatibility by clicking here.

Presented by:
 Cody Page
Chief Operating Officer
IT Risk Services Practice Leder, Peterson Sullivan LLP, Seattle, WA

Cody is the practice lead for the IT Risk Services practice area at Peterson Sullivan LLP. His role is to lead the engagement team members and expand the ways in which the firm can help its clients. His deep knowledge of governance, risk, and compliance helps clients bridge the business and technology sides of their organizations. Cody is also a member of the management team and oversees firm operational strategy.
 Damon Russel
Product Line Manager
Wolters Kluwer Tax and Accounting US

Damon Russel is the Product Line Manager at Wolters Kluwer responsible for driving strategic development, sales and retention, and portfolio management of document management and client collaboration solutions for Tax and Accounting Professionals. He has over 10 years of experience delivering enterprise software solutions for Wolters Kluwer customers and their clients around the globe.

 Gail Perry
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 is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago 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.

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 sponsors for supporting this educational session:

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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