CPAacademy.org | REDEFINING THE CLIENT EXPERIENCE: TECH-ENABLED GROWTH

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Redefining the Client Experience: Tech-Enabled Growth Tactics

Business Management and Organization

REDEFINING THE CLIENT EXPERIENCE: TECH-ENABLED GROWTH TACTICS

Available Date(s)

Monday, June 24, 2024: 4:30PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Course Description

As compliance work becomes more commoditized, client experience has emerged as a valuable differentiator that helps firms establish a loyal clientele and even win new business. But reaching this level of service takes much more than simply having a nice website and a few quality-of-life features—superior service needs to be built from the bottom up. In this webinar, Wolters Kluwer’s Erin Leckie and Mark McAndrew will explore how your tech stack can make or break your client service capabilities.

Learning Objectives:

Determine why the client experience is linked to your firm’s strategic goals and growth tactics

Identify the different roles your technology, processes, and people play in improving client experience and growth

List what steps you can take today to improve and prioritize customer service without overburdening staff

Erin Leckie

Wolters Kluwer Tax & Accounting
Director of Product Management
erin.leckie@wolterskluwer.com

Erin Leckie is the Head of North America Solutions for CaseWare International Inc. Erin leads the North American product development teams in building innovative solutions for accounting and finance professionals by leveraging the right technologies and tools for the profession. Fueled by the challenge to design features that solve industry problems, Erin is passionate about analyzing industry trends, researching new opportunities, and gathering customer insights to ensure the solutions meet and exceed user needs.

Prior to joining CaseWare, Erin worked in public practice for one of Canada’s largest associations of chartered professional accounting firms.

Mark McAndrew

Wolters Kluwer Tax & Accounting
Director of Product Management
mark.mcandrew@wolterskluwer.com
(847) 580-5000

Mark has spent his career working within SaaS company environments to successfully establish and execute business strategies for both early growth companies and global organizations.

He speaks frequently to professional and industry groups on topics that include digital transformation, technology trends, outsourcing strategy, and workflow advisory consulting, performance management, and productivity enablement within the public accounting and corporate tax, finance, and accounting industries.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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Handout Materials

Presentation Slides

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About Our Presenter

Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.