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Apps Advisory: How to Vet Technology for Clients

APPS ADVISORY: HOW TO VET TECHNOLOGY FOR CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 15, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join Heather Satterley, CPA, to learn about Apps Advisory—consulting your clients on emerging technologies while introducing them to new applications that will benefit their workflows and streamline their processes. Discover how Apps Advisory integrates with process optimization and ways to empower your clients to embrace these innovative technologies.

Learning Objectives: 


  • Organize the client needs assessment process to discover motives, pain points, and goals 

  • Determine how to assess application criteria and take actionable steps to vet the technology 

  • Express and spark your clients’ interests to help them navigate their options

  • Evaluate and guide the implementation of their applications

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Heather is the Director of Education and Media at Woodard. She has over 25 years of experience as an accounting professional, educator, national trainer, and writer. She is also the co-host of The Appy Hour with Liz and Heather.

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Visory is a leading technology management, cybersecurity, and hosting solutions provider for accounting firms, wealth managers, construction companies and other businesses.