Ensuring Success (Moderator)

Alexandra DeFelice served as co-moderator of “Ensuring Success” a two-day seminar consisting of 14 panel discussions aimed at helping partners and other firm leaders navigate hot topics in professional service environments, many of which straddle both the accounting and legal fields.

Topics included:

• Best Practices for Remote Audits
• New Tax Legislation–Short and Long-term Planning
• Data Security: It’s the Law
• Automating Client Collaboration and Communication: Using Technology to Serve Your Clients Even Better than Before
• Hiring Challenges for Accountants and their Clients–Tips and Tools to Become an Employer of Choice
• The Evolution of Wayfair: Building a 21st Century Sales Tax Practice
• AI/Blockchain/Machine Learning: What You and Your Clients Need to Know
• Accounts Payable in a Post-COVID World
• Tax Treatment of COVID-Related Payments
• Mergers & Acquisitions: Defining and Maintaining Firm Culture in a Changing Environment
• New Technology, Lot, Gadgets, Tech Trends
• Don’t Be a Casualty of CAS
• How to Create a Niche Practice
• Subscription Pricing: The Evolution of the Value Pricing Model