CPAacademy.org | DEVELOPING A BUSINESS TRANSFORMATION STRATEGY TO

Content Provider

Sponsored by

Self-Study CPE

KEEPING TAXPAYER DATA SECURE
View Details/Register

AI SERIES: AUDIT & COMPLIANCE
View Details/Register

LEVERAGING AI FOR DATA ANALYSIS & REPORTING
View Details/Register

AI & ACCOUNTING: WHAT YOU NEED TO KNOW
View Details/Register

INFORMATION SECURITY FOR CPAs
View Details/Register

Developing a Business Transformation Strategy to Leverage Technology

Information Technology

DEVELOPING A BUSINESS TRANSFORMATION STRATEGY TO LEVERAGE TECHNOLOGY

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Information Technology

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

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

Series: AI Unchained 2024

Course Description

Discover the secrets to seamlessly integrating technology with business strategy to transform your organization and outpace the competition!

Join Patrick Morrell from Aiwyn and Shannon Vincent from Renew Group for an exhilarating session on crafting a business transformation strategy that acts as a springboard for technology implementation, particularly within client advisory services. Dive into the dynamic convergence of strategy and technology, and explore how cutting-edge innovations and automation are revolutionizing traditional business models and propelling organizational change. Through engaging discussions and real-world use cases, you'll uncover strategic imperatives that harness technology to spur business transformation and elevate client advisory services.

Learning Objectives:

Examine how the transformation of traditional business models helps to retain talent and leads to increased efficiency, agility, and competitiveness

Identify key strategic imperatives for integrating technology into business strategy, including innovation, customer-centricity, and scalability

Discover how strategy development paired with technology can enhance client advisory services, including personalized insights, data-driven recommendations, and improved client engagement

Pat Morrell

Aiwyn
Chief Revenue Officer
[email protected]

Pat is a veteran sales and marketing leader and startup founder. His experience includes being employee #3 at Three Ships and leading enterprise sales for Skookum, a software agency. After being recruited to Sealed Air Corporation to build the enterprise's first inside sales team and running a 9-figure portfolio of commodity products, he founded a successful direct to consumer eCommerce business, which he then sold. Thereafter, he cofounded Digitize.AI where he ran sales — after successfully exiting that business, he started Anduin with Justin Adams, his Digitize.AI cofounder.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.