Description Sales is one of the most important but most overlooked functions in your accounting or tax firm. Without a clear sales process, many firm owners find themselves underpricing or discounting their services, struggling to close the type of clients they want to work with, and dealing with inconsistent cash flow.During this live panel, you’ll...
Webcast overview KPMG professionals provide a quarterly perspective on emerging trends in economic condition, AI and financial reporting that may affect a company’s accounting and financial reporting both in the current period and near term. Learning Objectives:Upon completion of this webcast, participants will be able to describe the economic trends, AI impacts, regulatory matters affecting...
Webcast overview Organizations continue to face challenges managing access across SOX in scope systems, even after significant investment in identity and control programs. As environments expand, access governance is becoming harder to execute consistently, leading to increased audit scrutiny and rising compliance costs. Join KPMG and Pathlock for a webcast focused on how organizations are...
Description Many accounting firms struggle to convert advisory opportunities into client engagements, even when pricing is competitive. In many cases, the challenge is not the price itself, but how the value of services is communicated and understood by clients.This session examines how clients evaluate professional services, with a focus on pricing communication, perceived value, and...
Does your finance team typically spend hours reconciling receivables? Many companies, especially those that serve small businesses, rely on time-consuming manual processes to keep track of numerous small-dollar transactions and match remittances to invoices. But your company can reap the rewards of serving small businesses if you provide your finance team with resources to manage...
Join CLA and BoardSource for an interactive, complimentary webinar panel designed to help board members and nonprofit leaders put the organization’s purpose first when navigating today’s evolving challenges. This session focuses on real‑world considerations, common pitfalls, and actionable takeaways you can use right away in your role. At the end of this session, you’ll be able to:...
Key takeaways Across industries, financial planning and analysis (FP&A) is being transformed. Powered by artificial intelligence (AI), autonomous finance, and personalized workflows, FP&A teams are moving beyond static reports and reactive forecasting to AI-enabled analysis and real-time scenario planning. But as effectiveness depends on smooth AI integration, how can FP&A evolve its model? We’ll discuss:...
Description: Manual testing is failing to keep pace with the rapid growth of business data. This session explores how our recent acquisition of Midship addresses this gap through autonomous testing. We will discuss how agentic AI handles the heavy lifting of paperwork preparation and attribute testing for unstructured evidence. Featuring Kieran Taylor, CEO of Midship,...
Event description AI is driving faster insights and more automated finance operations, but many organizations lack the data foundation to support it. Disconnected systems, fragmented reporting, and complex integrations continue to create barriers, limiting AI’s effectiveness. As adoption accelerates, finance leaders must address these foundational gaps. Join leaders from Grant Thornton’s Oracle Practice for a...
Description The Q2 Virtual CPE Session will be featuring two SEC Pro presentations focused on the evolving reporting landscape and practical AI adoption strategies. Topics include the convergence of financial and nonfinancial reporting, the future of controllership and ESG-related responsibilities, and how organizations can leverage AI and automation across finance, audit, sustainability, and cross-functional teams....
