Content Provider
Nmgi
Sponsored by
Lisciologo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Firm Experience 2.0: How Top Firms Outperform Their Peers by up to 40%

FIRM EXPERIENCE 2.0: HOW TOP FIRMS OUTPERFORM THEIR PEERS BY UP TO 40%

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 6, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Is your firm suffering from information chaos? Symptoms include having too many places to look for documents, too many data silos containing client communications, and difficulty coordinating projects and engagements in a time-efficient and productive way. Information has to be accessible to be conducive for use by staff and to foster top-notch client interactions. Further, team-member experience has to improve to mitigate employee burnout, resignations, and low realization.

This session will provide different ways to view the problem so that you can enhance the experience in your firm for all involved. Picking up even one idea from this session can pay dividends to your firm’s staff and clients, and you will be well on your way to making this year your best yet!

Major Topics
Improving client collaboration
Getting to a single source of truth for client data
Improving team-member productivity and experience

Learning Objectives:


  • Outline activities to improve client and team-member experience

  • Evaluate techniques to improve workflow process with existing tools

  • List items in the “pain chain” of receiving client information

  • Differentiate between key products and able competitors to pick the best tools for the job

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Nmgi

Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 30 years. He was inducted into the Accounting Hall of Fame in 2011. He was selected as a Top 25 Thought Leader in Accounting from 2011-2013. His influence throughout the accounting industry is highlighted once again this year by being a recipient of the 2013 Accounting Today's Top 100 Most Influential People in Accounting award for the tenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, articles for the Journal of Accountancy, and creates articles for both accounting and technology publications and the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. In 2010, NMGI announced its national support of CPA firms. His wife and four children enjoy many experiences, including theater, music, travel, golf, skiing, snorkeling, and model trains. Randy’s experience as a college instructor, management and technology consultant and advisor to the industry will be obvious to you in today’s presentation.

About Our Sponsor

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.