Work smarter, not harder. Today, that saying is as true for the CPA firm or tax office that embeds intelligence into every aspect of their operations through technology as it was for the first caveperson to use a wheel and pulley system.
This webinar explores how highly intelligent firms can use cutting-edge technology to gain real-time insights with tools and tech including integrated platforms, data analytics, predictive analytics, and AI. Our panel including Colleen Knuff, Erin Leckie, and John Barnes, will discuss how firms can leverage technology to gain a deeper understanding of their workflows, staff, and clients, and how firm intelligence goes beyond the present to make strategic decisions for the future.
Recognize what it means to embed intelligence into your firm's processes
Evaluate how to use advanced tech to gain real-time insights
Identify steps firms can take to better understand how they can start leveraging tools to empower their firms and drive business intelligence
Wolters Kluwer Tax & Accounting
Director of Product Management
[email protected]
Erin Leckie is Director of Product Management – US Tax at Wolters Kluwer. In this role, Erin leads the strategy and development of innovative solutions for tax professionals. Prior to joining Wolters Kluwer in 2022, Erin led teams in the development of global and local solutions for accounting and audit professionals, focused on bringing tools to market that enhance the profession. Erin has more than 10 years of experience in the tax and accounting profession in product management roles as well as several years in public accounting working for a National firm in Canada.
Wolters Kluwer Tax & Accounting
Vice President of Audit
[email protected]
403-949-4291
Colleen is an experienced leader in product management with a demonstrated history of working in the information technology and services industry. Currently, she leads the Audit business for North America, serving the audit and assurance needs of CPA firms. Colleen has also led a global product management team and owned a product portfolio that services a global client base.
The keys to her success are continuous learning about the profession and clients; her approach to deep learning about customer behaviors and jobs to be done; and her ability to achieve product-market fit.
Wolters Kluwer Tax & Accounting
Vice President, Product Management
[email protected]
(847) 580-5000
John’s responsibilities include strategy development and portfolio management of Wolters Kluwer’s North American tax, audit, and workflow software platform solutions. He has 20+ years of experience in accounting and financial systems, software development, and management. Before joining Wolters Kluwer, John managed Tax Planning, Sales & Use Tax and Fixed Assets Management software solutions for accounting firms and corporate clients of all sizes.