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Best-in-Class Tech Stack for Your Client Advisory Services (CAS) Practice

BEST-IN-CLASS TECH STACK FOR YOUR CLIENT ADVISORY SERVICES (CAS) PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 27, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Do you hear talk about having a "tech stack" and wonder if you have one at your firm? Or maybe you don’t even know where to begin? During this session, Amy Vetter will facilitate a discussion with software providers she has hand-picked and named as part of her “Best-In-Class Tech Stack” so you visualize what that could look like for your own CAS practice.

Whether you deliver bookkeeping, controllership, or outsourced CFO services, these solution providers will provide live demos so you can identify technology solutions that can help you automate your practice, free up more time to spend with your clients, and solve many of the pain points you encounter daily delivering these services.

Learning Objectives:


  • Recognize how to select technology that will meet the needs of your CAS practice

  • Identify technology solutions that your clients in vertical industries can take advantage of for better information and time savings

  • Construct a technology strategy and assess the right technology fit for your practice

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Amyvetterbiz

Amy Vetter, CPA, CITP, CGMA, MBA, and Certified Speaking Professional (CSP) is the CEO of The B3 Method Institute and B3 Yoga, which provide ongoing learning to help people in all industries and career levels to achieve their desired potential in work and life.

Amy is a transformative keynote speaker, consultant, board member, author, and host of the podcast, Breaking Beliefs. As the creator of the B3 Method® for Business, Balance & Bliss, Amy has inspired thousands of people at hundreds of events on the mindful use of technology, change management, connected leadership, mindfulness in the workplace, and work-life balance.

As a CPA, Amy is also a key influencer in the accounting and finance profession. She has been named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor and a Top 100 Most Influential Person by Accounting Today multiple times. Amy also shares her accounting and business insights as a contributor to AICPA’s Journal of Accountancy, Accounting Today, CPA Practice Advisor as well as Inc.com and Entrepreneur.com.

With an MBA and deep entrepreneurial roots, Amy is a skilled C-suite executive and corporate board member. She has deep experience in cloud technology and transformation and creating go-to-market (GTM) strategies to scale businesses nationally and internationally. Amy has held leadership roles overseeing sales, education, marketing, and advisory services functions at accounting software companies, as a partner in a CPA Firm, and when she owned and operated her own national accounting and advisory services practice.

Amy authored three books: Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, and Disconnect to Connect; Tap into the Power Within You to Achieve the Life You Desire. Her most recent book is an instant Amazon Bestseller that teaches you the tools and research to break the cycle of negative generational patterns that create unwanted outcomes in our present lives.

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John Sallese

Avalara
Director Product Solution Engineering
john.sallese@avalara.com
(855) 259-3274

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John has over 27 years of tax compliance and audit experience working at a Big 4 accounting firm, other tax software providers, and in private industry.  He has advised in various roles, including tax consulting, marketing, implementation, and training.

John’s previous responsibilities include Senior Director Tax Services, Director Product Management, and Manager of Implementations Services. His tax-specific industry experience includes retail, eCommerce, technology, manufacturing, and telecommunications.

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Heather Sperduto

ADP
Accountant Channel Executive
heather.sperduto@adp.com
(732) 672-7468

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Heather Sperduto began her career at ADP®, the global human resources and payroll company, as a district sales manager. With a career spanning two decades, Heather steadily progressed through the organization, moving from corporate sales trainer to corporate accountant services lead to her present position as vice president of Sales Operations for the ADP Accountant Channel.  Heather has supported the nationwide design and execution of the ADP Accountant Program.

Throughout her career with ADP, she has leveraged her expertise in roles that take advantage of her competencies in sales, human resources, benefits administration, talent management, and talent acquisition. This encompasses internal associate and leader engagement to drive results, as well as well as a high level of interaction with the accountant community.

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Brandon Roth

BILL
Senior Product Marketing Manager
broth@hq.bill.com

Billcom

Brandon Roth is the Senior Manager of Technical Marketing at Bill.com. After years of consultation and sales, supporting firms of all sizes and their clients, Brandon is now dedicated to his role as a ‘technical translator’—helping firms better understand technology and how to use it to their advantage.

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Mike Triantos

Jirav
Head Of Partnerships
mike@jirav.com
(425) 478-1150

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Mike Triantos is Head of Partnerships at Jirav, which includes empowering and supporting the accounting community to serve their clients with FP&A advisory services as well as building new partnerships that will introduce more of the nation’s six million small businesses to Jirav. Mike came to Jirav after successful executive roles at three HR industry disruptors — Gusto, where he helped scale the accounting program, TriNet, where he played an integral role in developing TriNet's sales, marketing, and channel strategy, and Zuman, where he has been co-founder.

About Our Sponsor

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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.