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Building a Modern CPA Firm: A Revolutionary Approach with Alan Whitman

Kick-start a new era in accountancy with Alan Whitman, the former CEO of Baker Tilly US. Using his invaluable experience as a CEO for nearly 8 years, Alan will share novel insights on transforming traditional CPA firms into modern, sustainable, and innovative powerhouses. This session delves into people development, strategic growth, service models, and methods for breaking from long-standing conventions that hinder progression. It's time to BREAK THE MOLD (TM) and lead the transition toward the future of professional services and the CPA industry. If that's your ambition, this session was designed with you in mind. In this webinar, you'll learn: ✅ Identify limitations and inefficiencies that hinder the progress and sustainability of traditional CPA firm models ✅ Leverage modern technology and management practices to enhance service delivery and client satisfaction ✅ Formulate strategic growth plans focusing on long-term sustainability and responsiveness to market changes ✅ Prioritize people development, ethical practices, and continuous improvement ✅ Ensure successful adoption and adaptation to new business models 🔔 Earn NASBA-approved CPE and IRS-approved CE at https://www.earmark.app/course/37f27ede-e3ff-4535-84ab-4ab02d797341 About the instructors: Alan Whitman: Alan is a seasoned executive known for his ability to inspire and navigate people around bold ideas and uncomfortable change. After his nearly decade-long tenure as CEO of Baker Tilly US, Alan now operates an advisory business where he shares his experience to help CEOs and their key stakeholders BREAK THE MOLD (TM) of long-time operating principles and conventions. https://www.linkedin.com/in/alan-whitman-357ab91/ Blake Oliver, CPA: Blake Oliver, CPA, is the founder and CEO of Earmark, an app that offers NASBA-approved CPE for listening to your favorite accounting and tax podcasts. He co-hosts The Accounting Podcast, a Top 25 Business News show on the Apple charts and the most popular podcast for accountants and bookkeepers worldwide. https://www.linkedin.com/in/blaketoliver/ Learn more about Earmark Podcast: https://earmarkcpe.com/
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