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The accounting profession, known for its meticulous nature in creating balanced transactions, finds itself in an intriguing position — its own balancing act. Accounting firms must decide whether to use solutions that deliver timely insight and accuracy or stick with the familiarity of more traditional tools.
Alliance powerhouses Angie Grissom, of Rainmaker Alliance; Mike Maksymiw, of Aprio Firm Alliance; and Geni Whitehouse, of Information Technology Alliance (ITA) will discuss weighing tradeoffs between attention to clients and adopting automation technology.
Learning Objectives:
- Determine how automation can be used as a tool for equilibrium
- Recognize how you can have advanced efficiency and effectiveness by harmonizing rapid digital advancements with the human element of CPA work
- Identify how to balance tradition with innovation, precision, and creativity
Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.
She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
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