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Unlocking Growth: The Power of Data Strategy for Accounting Firms

UNLOCKING GROWTH: THE POWER OF DATA STRATEGY FOR ACCOUNTING FIRMS

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 9, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description


In an era driven by data, firms that can harness that potential will be able to drive strategic decisions and fuel growth. But how do you get started, especially if your firm hasn't historically invested much in data analytics, or still relies on manual processes? Welcome to the world of data strategy! Regardless of your tech stack – cloud, on-premises, or hybrid – understanding how to develop and implement a data strategy can provide your firm with a competitive edge and unlock new avenues for success. In short, a data strategy can be a game changer for your firm.   

Your guides to the essentials of a data strategy are Shahbaz Khan and Stefan Davis, Technologists and Product Managers at Wolters Kluwer Tax & Accounting North America. Throughout the session, they equip you with insights to elevate your firm's performance and relevance in today's data-driven landscape. 

Learning Objectives:


  • Define the fundamentals of a data strategy, including its significance in driving the growth of small and mid-sized accounting firms

  • Outline the value of data-driven decision-making with real-world examples and technologies that will help you identify opportunities within your firm where data can revolutionize your firm

  • List practical steps to developing and implementing a data strategy that suits the unique needs of your firm

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Stefan Davis

Wolters Kluwer Tax & Accounting
Senior Product Manager
[email protected]
(847) 580-5000

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Stefan is one of the co-founders and now Senior Product Owner for TeamMate Analytics. He began his career as an Auditor at KPMG. During nine years there, he also spent time in Internal Audit, Forensics, Transaction Services, and Management Consulting, working with a wide range of clients from small owner-managed businesses to FTSE 100 companies. Stefan has a huge passion for Data Analytics and increasing its use in auditing.

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Shahbaz Khan

Wolters Kluwer Tax & Accounting
Associate Director, Product Management – API Program and Partners

(847) 580-5000

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Shahbaz Khan is the Associate Director of Product Management – API Program and Partners for the US Professional Market at Wolters Kluwer Tax & Accounting North America.

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.