AICPA & CIMA Lunch & Learns
AICPA & CIMA Lunch & Learn
ENG25LL06. Branding Strategies for Accounting Firms to Innovate and Thrive in a Competitive Market - IN PERSON ONLY
Are you finding it challenging to keep up with branding, new technology, and client retention in today's competitive market? Are you doing all that you can to set your firm apart? Join the rising star practitioner Brian Davis, CPA, CEO at OneStop CPA and Chris Cromer, Director of Operations at CPA.com, for an insightful session designed to help your firm learn how to deepen client relationships, enhance your firm’s branding, and leverage the newest technology. This session is a must-attend if you are looking to expand your technology options and/or scale more efficiently.
Learning Objectives:
- Recognize key strategies and technology for enhancing firm branding.
- Identify emerging technologies that can be leveraged to deepen client relationships and improve client retention.
- Recognize opportunities to scale firm operations more efficiently by adopting new technology solutions.
- Identify actionable steps for integrating branding and technology strategies into their firm's business model.
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Basic/beginner – (0-2 years in the profession)
Prerequisites
0-2 years in the profession
Advanced Preparation
None