The CPA Financial Planning Firm of the Future

Seminar recording | Presentation materials

Times are changing and CPA financial planners are not only at the center of an industry-wide shift toward increased growth and regulation of the profession but also in technological advances that are changing the way they work. In this webcast, three next-generation CPA financial planners will discuss:

  • the best technology they have implemented in their firms,
  • best practices for implementing that technology, and
  • what they see on the horizon.

Regardless of your level of technological sophistication you are bound to come away from this session with new ideas that you can implement in your firm.