The senior director of solution engineering at Crunchafi, a provider of SaaS technology for accounting and financial professionals, will give a closing session at the upcoming CPAmerica New Partner Group Conference, taking place August 20-21 in Atlanta.
Jess Vento’s session will be on, “Navigating Technology Transitions: Best Practices for CPA Firms and Their Clients.” Drawing on hands-on experience in lease accounting and data extraction implementations, Vento will share actionable frameworks to help new partners manage successful software transitions.
This session will cover how to identify key traits of supportive software vendors, spot red flags that may signal implementation challenges, prepare firm and client teams for rollouts and evaluate vendor support for data migration.
“We’re excited to support emerging leaders of CPA firms as they guide their organizations through technology changes,” states Vento. “Our aim is to make the process actionable and equip firms with tools to turn changes into opportunities for growth.”
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Tags: Technology
