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Developing a Business Transformation Strategy to Leverage Technology

Information Technology

DEVELOPING A BUSINESS TRANSFORMATION STRATEGY TO LEVERAGE TECHNOLOGY

Available Date(s)

Wednesday, October 09, 2024: 12:05PM EDT

Choose Your Time Zone:

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

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.

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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.