CPE CREDIT WEBINAR Jan 14 @ 9:00AM PT
Scoping, Pricing &
Value-Add
Opportunities
Getting the highest yield for your skills & technologies
This CPE Credit webinar is perfect for senior leaders wanting to make the most of 2025.
We will discuss:
Repurposing the hour
Finding hidden revenue
Shifting upmarket
Finding consulting opportunities
Are you “Getting the Highest Yield for Your Skills & Technologies”?
Shifts are happening in accounting. Whether it’s driven by industry consolidation, private equity, or simply striving to do more with the time we have, the push to improve financial performance is undeniable.
Just in time for 2025 our experts have answers for using technology and data to uncover new value-add areas.
You will learn:
- Tips and tricks on how to grow your practice as your clients continue to invest in alternative investments
- Suggestions on how to scope your engagements to maximize earnings and margins
- How to leverage simple analytics and K-1 data to identify value-add consulting opportunities and mitigate risks
- Using the “triple threat” of expertise, technology and data to win profitable engagements
Join us in this unique and timely learning opportunity.
Our Speakers
Geralyn Hurd,
President/ Co-founder, CPA, Tax Technology Patent Holder at
K1x
Camron Momeni
Tax Technology Transformation Expert, Solutions Engineering Leader, CPA at K1x
44
OF TOP 100
largest investors
in the country
20
OF TOP 25
accounting
firms
45
OF TOP 100
university
endowments
7
OF TOP 40
healthcare
systems
11
OF TOP 100