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Wednesday, May 25, 2022 Webcast Replay

Talking Tech: Why and How to Advise Clients on Technology (E2205134)

12:00 PM - 3:00 PM EDT
Replay

ON24

3.0 CPE Credits in PD

OVERVIEW

As business advisors and trusted partners, CPAs are uniquely positioned to inform clients on the risks, benefits, and financial implications of IT choices.

DESIGNED FOR

CPAs and accounting firm leaders

BENEFITS

Learn why this is important for your firm, how to approach the conversation, what questions to ask and what to recommend.

HIGHLIGHTS

Sponsored by:
  • The business case for advising clients on IT issues
    • What the market currently looks like (“everyone’s doing it”)
    • Be more “sticky”
    • Don’t leave money on the table
  • Starting the conversation
  • Hybrid workforce considerations
  • Cloud considerations
  • Security considerations

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Season Pass holders must register for each event.

For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.

INSTRUCTOR

Mathew Mendel

Mathew Mendel

Vice President Marketing and Business Development

Overwatch Group, LLC

PRICING

$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

Register Today


Note: Online pre-registration will close on May 25 at 12:00 PM.

ADDITIONAL OPTIONS

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