Digital transformation series for business and professional services


The influx of emerging technologies has created disruption for professional services firms and business services companies. Most organizations will need to address their digital strategy to not only remain competitive but to deliver and exceed the value their clients are accustomed to receiving. 

We have identified five areas where firms should consider incorporating emerging technologies into their organizations; and we will address each area during our series, enabling organizations to empower themselves with the digital agility and innovation culture that they will need to stay competitive.

During the remainder of 2020 we’ll cover secure and stable technology (Aug. 6), business operations (Sept. 24) and data analytics and reporting (Nov. 19). These topics will address the following:

Secure and stable technology
As firms move to increased automation and digital solutions and are fast implementing remote work strategies, there is increased risk on the firm’s network and cloud solutions. This webcast will cover why firms will need to review their technology platform and security for improved controls, including testing for potential gaps in their IT environment.

Business operations
Leading business and professional services firms leverage technology to improve business operations with the customer outcomes in mind. By operating with a focus on customer value, they automate, streamline and eliminate manual processes with the objective of improving their ability to respond to changing customer expectations with speed, accuracy and improved information. As we see a shift in how organizations operate in a remote environment, this webcast will address the need to assess the maturity level of your current infrastructure and whether your current processes are leveraging emerging technologies to streamline operations and allow your employees to perform more value-added tasks.

Data analytics and reporting
Information as a strategic asset can be an accelerant in your business’ digital journey. The right reporting, analytics and information delivery capabilities can be transformational for your organization. Business and professional services companies will need to take a broader view of their data platform and find new ways to aggregate and consolidate their data sources, allowing them to leverage real-time key performance indicators to identify problem areas and key opportunities sooner. This webcast will address how these data-driven insights can be leveraged.

Secure and stable technology
Aug. 6, 2020

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Business Operations
Sept. 24, 2020

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Event details

Who should attend
C-level executives and senior level information technology professionals in the business and professional services industry

Dates and times
Thursday, Nov. 19, 2020
Thursday, Jan. 21, 2021
Thursday, Mar. 18, 2021

All events at 1 p.m. ET | Noon CT
60 minutes

CPD credits
This session may qualify for up to 1 hour of Verifiable CPD for Canadian CPAs depending on provincial CPD requirements