DCPA2435. Transformative Advisory: Building Trust and Driving Results

Advisory services that CPA firms deliver in today's environment need to empower clients through business and digital transformations with actionable insights driven by technology. An effective partnership between advisor and client will foster continuous dialogue and strategic decision-making that enhances value to the client and profitability for the CPA firm. Through a panel discussion with a leading Top 50 firm advisory leader and a mid-market CFO, this session will explore the vital relationship between a strategic business advisor and their client, founded on mutual trust and a deep understanding of business objectives. Gain firsthand perspectives on cultivating successful advisory relationships that drive exceptional outcomes and discover strategies that can amplify your firm's advisory impact.

Learning Objectives:

• Identify key components of effective advisory relationships
• Apply insights from experienced leaders to enhance your own client relationships
• Analyze and implement a managed service delivery model for technology-driven business insights
• Develop strategies to deliver holistic advisory to guide clients through digital transformation