Join me on May 08, 2024, at 10:30 am PST for a live-streamed podcast interview with Alan Whitman, the former CEO of Baker Tilly US. Alan will share his advice for how to transform traditional CPA firms into modern, sustainable, and innovative powerhouses.

Topics we’ll cover:

• Identifying limitations and inefficiencies in traditional CPA firm models

• Leveraging modern tech and management practices to enhance service delivery and client satisfaction

• Formulating strategic growth plans for long-term sustainability and market responsiveness

• Prioritizing people development, ethics, and continuous improvement

• Successfully adopting and adapting to new business models

As always, you can earn NASBA-approved CPE by tuning in.

Sign up here: https://streamyard.com/watch/qW3D7DW82qpe