Sponsored by Workday
TIME: 2:00 PM ET

Webcast Summary

Few professions continue to undergo as significant a change as accounting. Firms that only used to provide tax and audit services have expanded their portfolios to include consulting, advisory, and risk management services. Accounting firms that do not offer their clients ongoing access to expertise in addition to occasional tax and audit preparation have become increasingly vulnerable to shrinking margins.

During this Webcast, we will reveal why and how finance leaders from accounting firms need to rethink the skills they seek, and the applications of technology they use, to elevate their value to their clients. We will discuss:

  • Why accounting firms continue to broaden the variety and availability of their services,
  • What new skills and capabilities accounting firms will require to distinguish themselves among competitors,
  • What technological advances enable accounting firms to improve their visibility into, and streamline their management of, increasingly complex customer-to-cash cycles, and
  • How finance leaders from accounting firms can plan for the long-term success of these businesses even as the accounting profession, and clients' expectations, continue to evolve.

About the Panelists

John O'Connor, Partner, Plante Moran
John O'Connor is a partner serving Plante Moran's service and private equity industry groups from the firm's Chicago office. He has more than 30 years of experience serving privately-held, public, and private equity-owned companies with an emphasis on practical financial reporting. He also advises clients on a variety of financial, business, and tax-related matters facing middle-market companies.
Michael Parrinello, Partner, The Bonadio Group
Michael is a Partner and the Practice Leader for The Bonadio Group's Commercial Industries Division, which includes the firm's privately-held and public companies. Michael's background includes conducting traditional financial statement assurance engagements, as well as providing a wide range of transaction advisory services for both public and private companies. Michael is also a member of the firm's Management Committee and Board of Directors.
Richard DeRienzo, Advisory Services Practice Leader, Managing Partner, Providence, Citrin Cooperman
Richard DeRienzo is the Practice Leader of Advisory Services at Citrin Cooperman and the managing partner of the firm's Providence, Rhode Island, office. Rich has more than 35 years of experience, with previous roles that include managing partner at LGC+D, a regional accounting firm that joined Citrin Cooperman in 2016, and partner at Laventhol & Horwath. Rich began his career in New York City with M.R. Weiser & Co.
Matt Soderberg, Finance Operations Excellence Practice Leader, Deloitte Consulting
Matt is a Principal with Deloitte Consulting, where he focuses on large-scale finance transformation programs. As part of these large transformations, he's developed clients' vision for finance; optimized finance processes and organizations; implemented new capabilities such as advanced analytics, robotic process automation, and cognitive automation; and built and tracked business cases for finance transformation programs.

About the Moderator

Joe Fleischer, Editorial Director, Finance Channel, Argyle Executive Forum
In his role as finance channel editorial director with Argyle Executive Forum, Joe Fleischer focuses on developing webinars on topics that reflect the primary concerns and priorities of senior finance executives. He is based in New York.
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Fields of Study: Business Management and Organization
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 1

Free CPE Credit

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