Log Out

The Journey to Becoming a Cherished Advisor: Utilizing AI to Create Opportunities for Long-Lasting Client Relationships

 Thu, 05/23/2019 from 2:00 pm to 3:00 pm
 Online
 
1.0
20 / 2-90772
Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
Member Price
$35.00 Regular Registration
Your Price
$45.00 Regular Registration
Designed For:

Senior Level Associate, Management, Partners, Firm Owners

Prerequisite:

Base understanding of cloud technology and optional reading of Amy Vetter's book available on Amazon.com: Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud

Artificial intelligence, cloud technology and machine learning have changed the way our clients manage their business and personal lives. In the financial industry, we strive to improve our clients' lives with the numbers we provide them. Yet, many of us still spend the majority of our time processing data in the traditional sense, rather than helping our clients understand how the numbers impact their business or life at a holistic level. With artificial intelligence, cloud technology and machine learning, much of the tasks of the past that we are used to doing will be reduced. However, the human side of the experience can never be replaced by technology, only enhanced.


Delivery Method: Individual webcast
CPE Credit: Business management & organization, Computer software & applications
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.