This webinar will be held on Thursday, October 24, 2024 at 3:00pm ET
Sponsor: Canopy Software
Duration: 1 Hour
This session will delve into the frequent challenges and roadblocks that professionals encounter when initiating change within their firms and with clients. By analyzing real-world case studies and fostering thoughtful discussions, participants will walk away equipped with a comprehensive understanding of change management essentials and their practical application in accounting scenarios.
- Evaluate a comprehensive grasp of the fundamental aspects of change management theory contextualized for the accounting field
- Recognize and analyze the typical challenges and hindrances that occur during change implementation in accounting along with actionable solutions to overcome them
- Identify a robust set of methods and strategies designed to facilitate effective change management within accounting frameworks
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Business Management and Organization |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
Sean M. Duncan, CPA is the founder and owner of SMD Consulting and creator of The Chief Proactive Advisor service model for accountants as well as the Family Office Advisory System.As a thought leader, advisor, educator he helps his fellow professionals and clients positively transform their businesses and their lives through proactive strategy and planning using his Family Office Advisory System. He is also dedicated to coaching accounting professionals to leverage their existing CPA (Certified Public Accountant) knowledge to become Chief Proactive Advisors (CPAs) capable of creating extreme value for their clients and additional revenue streams for their firm.
Moderated by:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), 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 Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
Special thanks to our sponsor for supporting this educational session:
Canopy is the firm-wide operating system that helps accountants build the firm they’ve always wanted. Canopy’s fully integrated practice management solution includes client engagement, document management, workflow, time & billing, engagements & proposals, and more. Trusted by over 3,000 accounting firms, Canopy’s solutions are SOC2-certified and data-encrypted. Learn more at https://www.getcanopy.com/.
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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
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Tags: Accounting, Advisory, Automation, CAS, Firm Management, Technology
