Join us for this insightful webinar where we unravel the intricate relationship between delivering advisory services and the importance of both client and employee experiences. In the evolving landscape of advisory and consultative services, firms grapple with the dual challenge of enhancing client satisfaction and securing and retaining quality staff. This session will shed light on how, far from competing priorities, client experience, and employee experience are interconnected profoundly.
Throughout the session, we will explore strategies to elevate both client and employee experiences, recognizing them as mutually reinforcing elements of a successful firm. Gain valuable insights into fostering a workplace culture that not only attracts and retains top talent but also enhances the delivery of exceptional client services. By the end of the session, you will be equipped with practical knowledge to strengthen the symbiotic relationship between employee and client experiences.
Learning Objectives:
- Recognize the increasing importance of clients and employees in firms transitioning to advisory and consultative services
- List strategies to enhance client satisfaction while simultaneously attracting and retaining high-quality staff
- Determine the interconnected nature of client and employee experiences, and learn practical approaches to strengthen both for the overall success of your firm
Danielle Esper
Thomson Reuters
Solutions Consultant
[email protected]
With over 8 years at Thomson Reuters, Danielle serves as a Solutions Consultant specializing in Advisory. A dedicated professional, she actively participates in Thought Leadership events, including Partner Summits, Advisory Symposiums, and Synergy conferences. Danielle leverages this experience to drive innovative solutions, contributing to the evolution of Advisory services within the industry.
Arianna Campbell
Boomer Consulting, Inc.
Shareholder & Chief Operating Officer
[email protected]
(785) 537-2358 ext. 113
Arianna Campbell is a Shareholder & Chief Operating Officer at Boomer Consulting, Inc., where she helps accounting firms focus on the people part of change by leading process improvement initiatives that increase capacity to create more value internally and externally. Arianna is adept at blending concepts from process improvement and change leadership to drive innovation and continuous improvement.
Arianna facilitates the development and cultivation of Process Managers, Project Managers and Change Leaders in the Boomer Process Circle. She also enjoys sharing knowledge through regular contributions to the Boomer Bulletin, CPA Practice Advisor and other industry-wide publications, as well as public speaking at industry conferences. She’s been honored several times as one of CPA Practice Advisor’s Top 25 Most Powerful Women in Accounting and Inside Public Accounting’s Most Recommended Consultants.
Keith Hall Jr.
Thomson Reuters
Senior Solutions Consultant
[email protected]
Keith is a Senior Solutions Consultant. As a part of the Thomson Reuters team since 2015, he currently specializes in Advisory solutions while also working with solutions involving tax preparation, tax planning, firm management, document management, information exchange, and more.
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