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CPA - medium firm
Small Business Owner
The ever-increasing complexity of high-net-worth families demands more comprehensive advice, deeper insights, and added value from their advisors. Is your practice equipped to meet these evolving expectations? It doesn’t need to be a cumbersome or complicated endeavor for your firm or your clients.
John Yeager, of Whitley Penn, will join CPA.com’s Senior Director of CAS Professional Services, Kim Blascoe, and a family office technology expert from BILL in this session designed specifically for firm leaders within family office practices looking to streamline their bill pay operations with technology that enables automation, approval workflows, and many ways to pay. By reducing dependency on manual processes, these innovations free up your team to focus on high-value, advisory-level services that enhance client relationships and drive practice growth.
Learning Objectives:
- Recognize the impact of automation tools in family office practices
- Identify strategies for leveraging technology to unlock new growth opportunities and enhance client relationships
- List best practices for integrating technology solutions to achieve higher efficiency and client satisfaction
Kimberly Blascoe
CPA.com
Senior Director
[email protected]
(855) 855-5CPA
Kim leads CPA.com’s CAS 2.0 practice transformation programs, focusing on helping firms establish and grow optimized CAS practices through consulting, practice development, and training offerings.
Prior to joining CPA.com, Kim’s career was spent more than 30 years in public accounting, with the last 13 years at Wipfli, LLP. During her time at Wipfli, Kim led their CAS practice, providing a value-driven client experience utilizing an industry-focused U.S. and offshore team delivered through an innovative digital platform. Most recently, she turned her focus to the Wealth & Asset Management industry, where she led the Broker-Dealer & Advisor Network segment of the vertical.
Kim graduated from Montana State University with a Bachelor of Science, majoring in Accounting. She lives outside Phoenix, AZ, with her family.
John Yeager
Whitley Penn LLP
Managing Director
[email protected]
(214) 393-9570
John Yeager has over 20 years of experience in advisory, audit, strategic planning, business development and transformation, and relationship management. John primarily serves clients in the professional services, healthcare, real estate, and family office industries. He is passionate about growth, developing strong relationships with clients and partners, and helping clients transform how they do business.
Bill Hamrock
BILL
Strategic Account Manager
(650) 621-7700
Bill Hamrock is an experienced Enterprise Account Director with a demonstrated history of working in the computer software industry and servicing the CPA industry. His team at BILL works with the largest accounting firms in the country to simplify, standardize, and automate the financial process workflows for their clients.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) 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 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.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.
CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.
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