This webinar was held on Thursday, November 20 at 12:00pm ET
Sponsor: Canopy Software
Duration: 1 Hour
Learning Objectives:
- Understand why change efforts often fail and how to avoid common pitfalls
- Learn key strategies for guiding your team through change with clarity and confidence
- Discover how to build a long-term culture that adapts to the future
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Business Management and Organization |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
Ryan Lazanis, CPA, is the founder of Future Firm, where he helps accountants around the globe design modern, scalable firms. After building and selling his own cloud-based accounting firm, Ryan launched Future Firm to provide coaching, courses, and resources tailored to firm owners who want to improve client experience and profitability while reducing their workload. A recognized thought leader on the future of the profession, Ryan shares practical insights through his popular newsletter, podcast, and speaking engagements, guiding firm leaders toward smarter growth and innovation.
Will Hill brings more than 23 years of experience to the Tax & Accounting community, where his passion for helping firms succeed has taken him into more than 400 firm offices to implement software, improve workflows, and guide teams through change. Known for blending creativity with practicality, he has taught classes on firm management, change management, and advisory services, and his insights have been featured in leading industry publications, webinars, and podcasts. Will’s impact has been recognized with multiple honors, including Accounting Today’s “Top 100 Most Influential People in Accounting” and CPA Practice Advisor’s “40 Under 40” list (twice).
Sean M. Duncan, CPA, is the founder of SMD Consulting & Accounting, where he has spent more than 25 years helping business owners and individuals move beyond tax returns to focus on proactive strategy and planning. Known for his passion for advising and teaching, Sean has built a reputation as a thought leader in the accounting industry, sharing his insights at conferences, private seminars, and directly with clients and his team. His expertise spans tax minimization, wealth building, asset protection, legacy planning, and philanthropic advising, all rooted in his passion for helping others achieve success.
Moderated by:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
Canopy is the firm-wide operating system that helps accountants build the firm they’ve always wanted. Canopy’s fully integrated practice management solution includes client management, document management, workflow, time & billing, engagements & proposals, and more. Trusted by over 3,000 accounting firms, Canopy’s solutions are SOC2-certified and data-encrypted. Learn more at https://www.getcanopy.com/.
CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
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