Our series on Change Management for Firms wouldn't be complete without tackling technology as one of the biggest topics of change. This webinar will address key principles that firm leaders should consider as they think through implementing technology and evaluating the benefits of that implementation.
Join us as we review case studies of technology implementation and what guides the decisions to make these changes. Firm owners and leaders will learn when it's time (and not time) to change their technology along with key principles that can drive their technology choices. This webinar will also study key technology choices in real life case studies that demonstrate how to assess technology changes.
Learning Objectives:
- List key principles to consider when evaluating a change in firm technology
- Evaluate case studies of firm technology implementation
- Identify key technology choices and how they can affect firm operations
Jason Blumer CPA
Thriveal CPA Network
CEO/Founder
[email protected]
(877) 322-9939
Jason founded Thriveal in 2010 as a way to help small CPA firm owners connect. Since that time, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, and live events.
Jason and his partner have been leading their firm, Blumer & Associates, CPAs, for over 20 years. Their firm was one of the first to move from a traditional office to a virtual environment, where they serve various creative service niches. He and his partner focus heavily on business coaching and consulting with firms and agencies while their team meets their clients’ technical and compliance needs.
Jason is the co-host of two podcasts, the Thrivecast and The Businessology Show, and speaks and writes frequently for creative agencies. He has been honored as one of the Top 100 Most Influential People in Accounting (Accounting Today).
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