Technologists Randy Johnston and Brian Tankersley, CPA, give advice about how firms that are adopting AI technologies can determine the difference between real and fake data.
The thought leaders also discussed topic ranging from trends in advisory services, higher education and the 150-hour rule, staffing issues, firm structures, and future "knowns and unknowns" of the profession.
The event will be the first time the 40 Under 40 honorees and participants of the annual Thought Leader Symposium will come together, engaging on issues critical to the profession.
Research from Cerulli Associates found advisor practices that put a premium on creating client-centric experiences have median client sizes that are 93% larger ...
How Partners can Delegate with Control, Flatten the Tax Season, and Delight Clients and Staff.
Learn from experts in the tax and accounting industry and share insights with other Wolters Kluwer software users.
Director, Federal and State Tax, CCH, a Wolters Kluwer business City/State: Riverwoods, IL Education: J.D., Georgetown University Law Center, J.D.; B.S. in Accounting, University of Illinois Civic Involvement: Glenview Youth Baseball, Volunteer Our Lady Perpetual Help Hobbies: Jogging, softball, painting, remediation and dispute resolution for those under 8, tennis, travel, coaching Children: I have two […]
Director of Product Management – Tax Solution Set, CCH, a Wolters Kluwer business Riverwoods, IL Education: BA Communications, MBA, Roosevelt University Professional Associations/Memberships: PDMA (Product Development and Management Association); Pragmatic Marketing Certified, NAFE – National Association of Female Executives Hobbies: Time with my family, reading, snowboarding, boating & wakeboarding. Cell phone: iPhone Favorite app: The […]