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View Details/Register
View Details/Register
View Details/Register
Join us for this webinar to discover effective approaches to gaining internal buy-in and optimizing workload realignment within accounting firms when integrating new software. We'll address common challenges such as resistance to change and explore actionable strategies to foster widespread support from the outset. Learn how to effectively manage concerns and questions, paving the way for a collaborative and accountable organizational culture. By the end of the session, you'll be equipped with tools and insights to implement software changes seamlessly, enhancing efficiency and accountability across your firm.
Learning Objectives:
- Summarize the key challenges accounting firms face when implementing tax workflow solutions like Tax Workflow Ultra and SurePrep, including common sources of internal resistance
- List practical strategies to cultivate internal buy-in and alignment among team members and stakeholders, ensuring smoother transitions and increased accountability during software adoption
- Identify insights into effective methods for optimizing workload distribution and internal processes to maximize the benefits of new software implementations, fostering efficiency, and enhancing client service delivery
Scott Keil
Thomson Reuters
Senior Solution Consultant, Tax Workflow
[email protected]
(800) 968-8900
Scott has been working as a Solutions Consultant with Thomson Reuters since February of 2019. His primary focus has been delivering interactive/personalized demonstrations geared towards our tax and firm management solutions. He currently resides in South Lyon, Michigan with his beautiful wife Elizabeth and their four-year-old son/monster Bennett.
Drew Luehm
Thomson Reuters
Solutions Consultant
[email protected]
Drew Luehm has been with Thomson Reuters for 17 years as a support representative, trainer, and solutions consultant. He specializes in the tax products: UltraTax, Fixed Assets, Planner, and SurePrep. Drew holds a bachelor’s degree in Political Science from Eastern Michigan University where he was a member of the Honors College.
Jim Boomer, CPA
Boomer Consulting, Inc.
CIO & Shareholder
[email protected]
(785) 537-2358 ext. 112
Jim Boomer is a shareholder and the CIO for Boomer Consulting, Inc. He is the director of the Boomer Technology Circles, The Producer Circle, The CIO Advantage and an expert on managing technology within an accounting firm. He also serves as a strategic planning and technology consultant and firm adviser to CPA firms across the country.
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