Area of Focus Sessions

DCPA2606. From Compliance to Competitive Edge: Helping Clients Win With Smarter HR Strategies


Learning Objectives:

  • Assess the strategic impact of integrating HR advisory services to drive firm growth and differentiation
  • Identify key HR advisory strategies that align with client needs and complement a CAS practice
  • Share firm HR advisory success stories/use cases/suggested tech stack to achieve better business results and revenue streams
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Personnel/Human Resources
Level
Intermediate – (3-4 years in the profession)
Prerequisites
3-4 years in the profession
Session Tags
Digital CPA
Speakers
Image of Matthew West

Matthew West

Partner/Director of Sales
Creative Planning
Image of Leslie Bolton

Leslie Bolton

National Director, Accountant Channel Strategy
Paychex, Inc
Image of Garth Vernon

Garth Vernon

Managing Shareholder
Vernon & Vernon CPAs P.A.
View full agenda