Thinking Differently About Workflow & Document Manangement

Firm Management April 24, 2026 

Professionals on the Move is a periodic round-up of recent promotions, leadership changes, awards, and other staffing announcements from aroundt he accounting space.

Mary Girsch-Bock

Firm Management April 23, 2026 

The usual fixes—values refresh, culture audit, leadership training—miss the point. Culture is shaped by the small daily decisions CEOs make without realizing they're setting the tone.

Technology April 23, 2026 

The HCM Agent is designed to improve efficiency and accuracy without reducing oversight, helping teams automate routine work while maintaining control over critical processes such as payroll and compliance.

Isaac M. O'Bannon

Firm Management April 23, 2026 

Canopy Notetaker automatically archives every client conversation into the correct client record alongside the full history of engagements, documents, communications, and tasks that define that relationship.

Isaac M. O'Bannon