Practice Management Workflow Best Practices Registration

WOLTERS KLUWER (English)
WOLTERS KLUWER (FRANÇAIS)

Start Date:6/30/2021

Start Time:12:00 PM EDT

Duration:60 minutes

Abstract:

This webinar provides an overview of workflow best practices that will help you meet the management goals of your accounting firm. We'll look at characteristics of effective workflow that result in increased profitability and the ability to support remote work and enhanced client service. The webinar will also include a look at how applications in Wolters Kluwer's cloud-based CCH iFirm ecosystem support workflow best practices.

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Speakers

Shannon Paret, CPA, CGA

Shannon joined Wolters Kluwer in 2015 as a solution architect for its Canadian tax, accounting and audit division. She is a CPA, CGA and spent 10 years with a federal crown corporation in a multitude of corporate finance roles, moving into an account manager role for her remaining four years.

Following that, Shannon transitioned to Canada’s largest retailer, spending four years as a senior manager of vendor governance, rolling out a new governance, risk and compliance (GRC) software program for its IT and strategic sourcing divisions. She shifted roles to become a senior solution architect for a small outfit in Ottawa, providing leadership to clients and driving delivery of GRC implementations. Shannon arrived at Wolters Kluwer with deep, broad experience in accounting, finance, sales and software solutions.

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