Mid-sized accounting firms are focused on scaling operations and delivering a better client experience. A recent study found that 85% of mid-sized firms plan to invest in technology to stay globally competitive.
In this on-demand webinar, hosted by Accounting Today with Cherry Bekaert and Orion Innovation, to learn how a custom-built platform approach is helping firms improve productivity and enhance client satisfaction. Our panelists share insights on:
- The technology imperative for mid-sized accounting firms
- Navigating new technology adoption
- The platform approach strategy
- Balancing strategy and tactics
- Navigating IRIS code complexities
- Expected business returns and impacts to scalability
Speakers:

Dan Hood
Moderator
Editor-in-Chief
Accounting Today

Mike Giuli
Panelist
CIO
Cherry Bekaert

Nate Regimbal
Panelist
Managing Director, Digital Transformation and Enablement
Cherry Bekaert

Swati Betkekar
Panelist
Sr. Business Analyst
Orion Innovation

Sachin Sinha
Panelist
SVP – Delivery
Orion Innovation
Who should watch:
This on-demand webinar is designed for Accounting and Tax Services executives across all functions including:
- Chief Information Officers
- Chief Tax Officers
- Tax Partners
- Tax Directors
NASBA CPE Credit was offered for attending the live webinar.

TNASBA CPE Credit is being offered for this webinar.**
SourceMedia Inc. d/b/a Arizent 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 the 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: www.nasbaregistry.org.
CPE Credit Notice: To qualify for CPE credits, you must attend the live webinar in its entirety, which lasts approximately 60 minutes. This webinar is not approved for IRS CPE credit, and credits are not available for on-demand viewing from this website.
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