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Free cpe webinars
Be the Champion for Change in Your Firm

BE THE CHAMPION FOR CHANGE IN YOUR FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 23, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In order to effectively manage a heavier workload and retain top clients, your firm must deliver a level of service that clients can’t get anywhere else. This means getting ahead of change and competition. Changing your tax software might seem daunting, but the benefits of changing can positively impact every aspect of your firm. Getting ahead of change allows you to see immediate benefits—including increased efficiency, higher volume of returns, higher-paying clients, and long-term company growth. Hear from our expert panel on how to get ahead of change and get the most out of tax season.

Learning Objectives:


  • Determine how to manage a heavier workload and retain top clients

  • Identify the immediate benefits of getting ahead of change

  • Give examples of how to get the most out of tax season

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Drew Luehm has been with Thomson Reuters for 17 years as a support representative, trainer, and solutions consultant. He specializes in the tax products: UltraTax, Fixed Assets, Planner, and SurePrep. Drew holds a bachelor’s degree in Political Science from Eastern Michigan University where he was a member of the Honors College.

About Our Presenter

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Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.