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JOIN OUR 1-HOUR LIVE WEBINAR

Digital Solutions for Accounting: Merging Technology and Human Connection in Client Engagement

January 9, 2025 | 2PM – 3PM CDT

 

TOA Global with practice ignition

Is technology capable of upgrading client relationships?

Technology in the accounting industry is often associated with cloud accounting, cybersecurity, and data analytics.

While these elements are crucial, the potential of tech to enhance client relationships is frequently unrealized.

Technology should serve to bridge the gap between firms and clients, not create barriers.

So how can this be achieved?

Join Ryan Embree of Ignition and Shirley Koss of TOA Global in this free LIVE webinar—learn how to harness the power of digital solutions and global expertise in enhancing client engagement.

Key Takeaways

professionalization of management

How does client engagement look in today’s tech-driven accounting world?

client concerns and trust issues

Proactive vs. Reactive: Shifting from compliance to reliance using systems and people

regulatory and compliance considerations

Key digital solutions, their uses, and how they enhance client engagement

operational expertise

Software designed to streamline and automate client engagement

cultural diversity

Enhancing client engagement through the support of offshore teams

Ryan embree

Ryan Embree

Director of Partnerships, Ignition

LinkedIn

With more than eight years in the professional services sector, Ryan has focused his career on the accounting industry. As the Director of Partnerships at Ignition, he is dedicated to helping accounting professionals modernize their practices through innovative technology.

His commitment to this mission has led him to work with Practice Ignition across Australia, Canada, and the UK, before finally settling in Chicago.

Shirley Koss

Shirley Koss

Director, Strategic Partnerships

@shirleykoss

A dynamic leader with a proven track record of seamlessly orchestrating operations across diverse departments, Shirley excels at managing geographically dispersed teams. Her exceptional ability to unite remote teams toward shared goals has been pivotal to the overall success of organizations in accounting and finance.

As the Director of Strategic Partnerships of TOA Global, Shirley plays a crucial role in building and maintaining relationships with key external stakeholders.

Your client engagement questions, answered in real-time.

Register for FREE

This is a LIVE webinar. Get your webcams ready for an interactive session!

After registering, you’ll get exclusive access to on-demand webinar recordings and additional resources to help your firm implement the strategies discussed.