What's the most underutilized tool at your firm? Collaboration. In this live webinar hosted by Rightworks and Canopy, we’ll show you how to create more connections—between your tech, your staff, and your clients. Join us for 1 CPE credit and first-hand insights from a leaders who built a modern tech stack and a more efficient and secure firm.
Learning objectives:
- See how complementary tech can help improve efficiency and reduce risk
- Gain communication strategies to strengthen client relationships
- Discover essential security practices to protect client data and your reputation
- Review lessons from a firm owner who’s modernized his tech
We’ll unpack the data to reveal how you can benchmark your firm, identify opportunities, and optimize your processes as you plan for the rest of the year.
Date: October 7
Time: 2 p.m. ET
Presenters:
Derek Distin, VP Community Leader, Rightworks
KC Brothers, Director of Product Marketing, Canopy
Shane Moore, Owner & CPA, Gulf Coast Accounting & Tax
Matt Bennett, CPA, Annapolis Accounting Services
Ken Burton, CPA, Annapolis Accounting Services
Rightworks is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.