Emerging Leaders Virtual Event

4:00 - 4:05 p.m.

Opening Remarks 

4:05 - 5:05 p.m.

Redefining SaaS: How Modern Accounting Firms do Botkeeping

Enrico Palmerino, Botkeeper

The CPA’s journey into technology has been the hottest topic in the accounting profession over the last five years—and the pace of change isn't slowing down. More than ever, enabling your firm with the right technology has become a survival tactic, but for those strategic firms it has become a differentiator for rapid growth. Technology is becoming the foundation of accounting firms and CPAs are beginning to build their firms around technology rather than build technology into their firm. But what happens when the building blocks of your firm’s technology don’t quite fit together and the lack of perfect harmony results in increasing headaches with IT, software management and integration? How should you think about assembling your “tech stack” vs. assembling a comprehensive and cohesive solution?

During this presentation, you’ll get insight into how some of the most successful firms coming out of the COVID-19 era are approaching modern-day, technology-driven solutions in their firms, optimizing their operations and ultimately redefining SaaS in the accounting industry.

You’ll learn:

• · Why bundled disparate point solutions fall apart under stress;
• · The difference between cloud tools vs. a cloud-enabled firm;
• · Why "% automation" of a tool is not equal to % time saved using that tool;
• · The impact of end-to-end solutions and why it matters;
• · Problem-solving with solutions vs. gadgets and tools;
• · How the most successful firms are growing during the COVID-19 pandemic (and how you can too); and
• · Much more!

5:05 - 6:05 p.m.

Networking