Course ID: CATPPM1

The Journey to Becoming a Cherished Advisor: Technology, the Process and Practice Management

Cloud technology, artificial intelligence and machine learning have changed the way business owners work with and manage their financials. To help, financial and accounting professionals must now launch into a new side of their profession – that of a technologist. This session will explore how accounting professionals can select their vertical niche, assess technology, explore ways that they can stay ahead of the game to become digitally-savvy connected “Cherished Advisors” — highly valued strategic partners whom their business clients rely on to make smart business decisions.

Learning Objectives

  • Recognize the top technologies that can benefit your firm
  • Identify how to leverage technology for generational planning
  • Recognize how automation can grow your practice
  • Identify ways to spearhead change management to develop the skills to become an advisor

Major Topics

  • Finding your purpose
  • The advisor journey
  • Creating a vertical niche
  • Assessing your market
  • Firm assessment of technology
  • Selecting ecosystem products
  • Testing and trialling products
  • Defining AI and Machine Learning
  • The skills needed to become a high-valued advisor

Advanced Preparations


Who Should Attend

Senior Level Associate, Management, Partners, Firm Owners

Fields of Study

Information Technology




Business Learning Institute Dulaney Center II

CPE Credits


This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a COCPA team member will get back with you shortly.

Or, contact COCPA: (800) 523-9082 or
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