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Billcom
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Free cpe webinars
Creating Momentum: Change Management for Your Firm

CREATING MOMENTUM: CHANGE MANAGEMENT FOR YOUR FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 24, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As a firm owner and professional, change is inevitable. Your firm has to change. Being stagnant is actually moving backward in a world of new technology and ever-changing complex reporting requirements.

Join Jason Blumer, CPA, for a deep dive into change management and how to practically tackle the change management process in your firm. As a pioneer of change management, Jason will lead us through practical step-by-step considerations as you prepare to change your firm. Whether you are focused on growth, increasing profitability, or preparing for a merger or acquisition, this change management webinar is for you.

Learning Objectives:


  • Define change management and identify how the principles can impact your potential for firm growth

  • Determine how to implement a specific, structured approach to change

  • Evaluate the change management protocol to systematically plan, implement, and monitor changes within your firm

  • Present a practical case study that demonstrates how to apply change management protocols to a real-world scenario

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jason founded Thriveal in 2010 as a way to help small CPA firm owners connect. Since that time, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, and live events.

Jason and his partner have been leading their firm, Blumer & Associates, CPAs, for over 20 years. Their firm was one of the first to move from a traditional office to a virtual environment, where they serve various creative service niches. He and his partner focus heavily on business coaching and consulting with firms and agencies while their team meets their clients’ technical and compliance needs.

Jason is the co-host of two podcasts, the Thrivecast and The Businessology Show, and speaks and writes frequently for creative agencies.  He has been honored as one of the Top 100 Most Influential People in Accounting (Accounting Today).

 

About Our Sponsor

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.