Pre-Conference Optional Workshops Additional Fee
PFP23102B. Building Your Tax and Financial Planning Advisory Business Workshop: Improving The Experience through Technology
- Core technology offerings to consider (financial planning software, client relationship management software, document management software, etc.)
- Major industry trends
- Emerging technologies
- Hear how panelists chose their technology stack
- Reflection time for participants
- Recognize the technology landscape in personal financial planning services.
- Determine the key software you need to provide these services.
- Distinguish how other CPAs have chosen their technology stack.
- Identify the software that resonates most for how you want to proceed.
NASBA Field of Study
Computer Software & Applications
3-4 years in the Profession