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General Session Onsite and Online

EDG2304. Coping with Pipeline Pressures

Join an engaging panel to discuss out-of-the-box methodologies to help mitigate pipeline pressures firms face. Topics include outsourcing work, the benefits of firm alliances, workflow automation, lifestyle firms, and mergers & acquisitions. Come back on June 6th for EDG2308 for an interactive session to work with fellow colleagues on practically implementing these ideas in your firm.

Learning Objectives:

  • Indicate which roles in a firm can be outsourced and what are some important considerations for doing so?
  • Distinguish the benefits a firm alliance can offer to a firm.
  • Recall the major benefits and drawbacks of a lifestyle firm.
  • Identify workflow automation to increase the productivity of your firm.
  • Recognize what are the opportunities and things to consider during a merger and acquisition.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Accounting
Level
Basic
Prerequisites
0-2 years in the Profession
Advanced Preparation
NA
Session Tags
EDG