In the accounting world, advisors are often resistant to new technology, or worse, use it as a shield to deflect connecting with clients. What if technology was leveraged to deepen client relationships instead?

Join Amanda Aguillard, CPA as she surveys the current accounting technology landscape, and explores the client connection opportunities beneath.

Learning Objectives:

• Describe the current state of technology in accounting


• Determine how machine learning and artificial intelligence and changing how accountants can advise clients


• Identify the type of advisor you are and how technology can be leveraged


• Recognize how to use tech tools to craft more efficient internal processes, freeing time to advise clients


• Give examples of how technology allows for building collaborative relationships with clients


• Determine how your practice can create a technology strategy for deeper engagement with clients