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Free cpe webinars
How to Make Your Practice Millennial Ready

HOW TO MAKE YOUR PRACTICE MILLENNIAL READY

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 4, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

There are fundamental tenets of a future-ready, customer-centric and Millennial-ready firm built for today’s rapidly changing business environment. In this webinar, you will get an overview of how working in the cloud, streamlining workflows, and putting an extra focus on security and accessibility will allow your firm/practice to be ready to serve Millennials. Learn how re-inventing internal and external firm processes and procedures can help create a new accounting business model of flexible, results-driven workplaces, client focus, and value-pricing.
 
Learning Objectives:


  • Observe and understand Baby Boomers and Millennials expectations

  • Understand how dead simple user experience is the key

  • Learn modern collaboration under the cloud rules

  • Begin re-inventing internal and external firm processes

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Radical cpa

Jody Padar, CPA, also known as The Radical CPA, is one of the accounting profession's foremost visionaries and pioneers. A well-known advocate for tech adoption and general forward-thinking behavior inside the profession, she has been consistently named one of the Top 100 Most Influential to the Profession by Accounting Today. She is the author of Radical Pricing which was just published in May of  2024 as well as two other books, From Success to Significance: The Radical CPA Guide; and The Radical CPA: New Rules for the Future-Ready Firm. She is a regular contributor to a number of industry publications, including Accounting Today and CPA Trendlines, where she offers practical tips and advice on running a next-generation firm. 

Since her days as a small firm owner, she has advocated for bringing the accounting profession into the digital age and leading the next generation of accounting professionals to a better life where they can go home on time, give more to their clients and foster their passion for the industry. Currently a senior tax advisor at april, Jody loves the idea of using AI and automation to transform taxes, and she’s excited to help develop, evolve and share a simplified and pleasurable tax experience. 

Padar is married with two adult children and currently resides in Door County Wisconsin. She earned her BBA from Saint Mary’s College and MST from Northern Illinois University. Follow her on LinkedIn, X, Instagram and Facebook.
 

About Our Sponsor

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TaxJoy™ is the first secure communication and collaboration platform that radically simplifies the way accountants and their clients do business together. From collecting information and client documents via engaging interactive questionnaires to requesting payments and everything else in between. It is an essential tool for an accounting firm of any size.