CPE Webinar: The Post-Busy Season Audit: Turning Pain Points into Progress
Learning Objectives: Create a practical roadmap to prepare for a more efficient and sustainable 2027 busy season. Assess recent busy season to identify your firm’s recurring operational, staffing, and workflow pain points. Distinguish which processes and tools performed well—and which created bottlenecks or inefficiencies. Translate busy‑season lessons learned into actionable improvements that can be implemented...

