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Rising to New Heights With Accounting Experience Management™

RISING TO NEW HEIGHTS WITH ACCOUNTING EXPERIENCE MANAGEMENT™

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 22, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

How do you move your accounting firm from “SALY” (Same As Last Year) to the kind of Accounting Experience Management™ that uplifts the quality, efficiency, and satisfaction of every aspect of the accounting functions you do?

Join Brandon Allfrey, Partner at Squire and Utah representative of UACPA, and Lyle Ball, the CEO and co-founder at Avii, to learn how to innovate your accounting management and make change management inherent in every detail of the accounting process.

Learning Objectives:


  • Recognize how to embrace and celebrate the technologies you’ve used when the time has come to uplift and evolve to newer solutions

  • List the ways that change management is intertwined with experience management

  • Determine the science and practice of making the experience (not the output specifications) the goal in everything you design and provide

  • Recognize how a focus on experience—the Accounting Experience Management™—now becomes the measure for every workflow element and outcome

  • Evaluate how the Accounting Experience Management™ lifts your success, your satisfaction, and your customers’ satisfaction into an entirely new realm

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Lyle Ball

Avii
CEO
lyle@avii.com
(801) 796-5582

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Lyle Ball is a co-founder and CEO of Avii. For the past 25 years, he has served as a senior executive and serial entrepreneur of high-growth software companies fueled by venture capital firms. Lyle’s operational background helped him envision how accounting firms can optimize their business and use automation to improve productivity, communication, and revenue. On a personal note, he and his wife enjoy the wilderness, beaches, and extreme outdoor sports. They just welcomed their very first grandchild this summer.

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Squire

Brandon Allfrey is a tax partner at Squire, a leading regional firm based in Utah. For more than a decade, Brandon has been involved in implementing technology to serve clients and improve processes in accounting firms. In addition to his focus on helping individuals and businesses with tax and business consulting, he is passionate about understanding and learning technologies for accounting firms.

About Our Presenter

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Avii provides a unified workspace for tax, audit, advisory, management consulting and compliance organizations that secures information exchanges, accelerates projects and tasks, streamlines resource planning, and strengthens client loyalty.