Friday, November 13 @ 10:10 AM
(1 Advisory CPE)
James C. Bourke, CPA, CITP, CFF, CGMA
In this keynote session, Jim will overview ways that firms are taking their technology expertise to the next level. As the profession continues to shift from compliance-based attest and tax as primary services offered to advisory, practitioners are quickly realizing that technology is the driving force behind these services.
Included in this session will be a discussion on some of the most widely accepted advisory services that firms are offering to their client base including, client accounting/outsourced CFO, cybersecurity, management advisory, industry-specific consulting (ie: healthcare), transactional advisory and the newest offering around data and data visualization using tools like Microsoft’s PowerBI.
Jim will also show how those providing traditional attest and tax services can transform their offerings to focus on advisory-based attest and tax services by leveraging the space they know – attest and tax.
Jim will share the logic and reasons behind this new (but really not so new) service offering and will also share links to content and videos created to dive deeper into this topic.
Jim will cover some of the best practices that he has witnessed within his own firm and throughout the profession, for firms of all sizes around the globe.