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DTSTAMP:20261031T182432Z
DTSTART:20261204T140000Z
DTEND:20261204T150000Z
LOCATION: Online
SUMMARY: Building a Scalable CPA Practice: Talent\, Processes and Technology
DESCRIPTION: As CPA firms navigate growing client expectations\, ongoing talent shortages\, and increasing demands for efficiency\, building a scalable practice has become more important than ever. This session explores practical strategies for creating a firm infrastructure that can support sustainable growth while maintaining high-quality client service.Participants will examine how organizational structure\, clearly defined roles\, standardized workflows\, and technology-enabled processes can help firms improve capacity\, enhance operational efficiency\, and create a more consistent client experience. The program will also address the evolving expectations of today's clients\, including digital accessibility\, communication preferences\, and the impact of a firm's online presence and client interactions on retention and long-term relationships.Whether your firm is preparing for growth or looking to optimize existing operations\, this session will provide actionable insights for strengthening talent management\, refining processes\, and leveraging technology to support scalability and success.\n  \nThis program is sponsored by Ibex Global Solutions\, Inc\n 
CLASS:PUBLIC
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