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Concurrent Session Onsite and Online

ENG2324. The Relationship Between Employee Experience & Client Experience (PRAC, TAX)

As firms transition to delivering more advisory and consultative services, the focus on client experience is more important than ever. As firms struggle to recruit and retain enough quality staff, the focus on employee experience is more important than ever. While at face value client experience and employee experience could be viewed as two competing priorities, the reality is there is a strong relationship between the two.

Learning Objectives:

  • Define the interconnection between client experience and employee experience
  • Develop the vision for both client experience & employee experience within the profession and how they relate
  • Create a roadmap for improving both the client experience and employee experience within your firm
  • Explore how cross-functional leaders can work together to focus on client experience and employee experience
Date/Time
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Intermediate
Prerequisites
3-4 years in the Profession
Advanced Preparation
NA
Session Tags
TAX
PRA