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There are fundamental tenets of a future-ready, customer-centric and Millennial-ready firm built for today’s rapidly changing business environment. In this webinar, you will get an overview of how working in the cloud, streamlining workflows, and putting an extra focus on security and accessibility will allow your firm/practice to be ready to serve Millennials. Learn how re-inventing internal and external firm processes and procedures can help create a new accounting business model of flexible, results-driven workplaces, client focus, and value-pricing.
Learning Objectives:
- Observe and understand Baby Boomers and Millennials expectations
- Understand how dead simple user experience is the key
- Learn modern collaboration under the cloud rules
- Begin re-inventing internal and external firm processes
Jody Padar
The Radical CPA
Founder and Author
[email protected]
(847) 463-1967
Jody Padar, CPA, is a leading voice of transformation in the accounting profession. Known as The Radical CPA, she pioneered the cloud firm model and has been recognized on Accounting Today’s Top 100 Most Influential People list for over a decade. A three-time author and sought-after advisor, Jody has helped firms modernize through digital transformation, with leadership roles spanning traditional firms, cloud-based practices, and high-growth startups including Botkeeper and April.
Today, Jody is driving the next evolution of the profession through AI-X—an AI-powered firm model that integrates real-time leadership coaching, advisory innovation, and scalable growth strategies. Through AI-X, she is equipping CPA firms to lead confidently in the age of artificial intelligence, transforming how they operate, deliver value, and evolve.
To connect with Jody and explore the future of accounting, follow her on Linkedin, X, Instagram, and Facebook—or visit www.Radical.CPA.
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