2023-02-09 LEA Global Webinar - Sentient Solutions.pdf

 

Program Description

Demand for staff at all levels is at an all-time high in the accounting profession. The shortage in qualified talent has created new challenges for firms. Firms are increasingly considering alternative ways to enhance their talent pool and increase their capacity. The largest firms in the country have been using offshore staff for decades to increase capacity and increase profitability. Recently, however, more and more firms are looking at outsourcing as not only viable and beneficial, but necessary. Louisville, KY based Sentient Solutions for Accounting has experienced staff based in Hyderabad, India and Guadalajara, Mexico and offers, customized solutions and dedicated teams to augment CPA firm’s Tax, Audit and Outsourced Accounting practice areas.

Program Learning Objectives – Educate decision makers on:

  • Understanding the benefits of outsourcing.
  • Understanding the processes involved and attributes in a successful outsourcing relationship.

Target Audience: Managing Partners, COO’s, Service Line Leaders,  HR, IT and                                                             Marketing Leaders
CPE Credits: 1.0 
Field(s) of Study: Business Management and Organization – Non-Technical
Fees: Free
Level: Basic
Delivery Method: Group Internet Based 
Prerequisites: None

Advance Preparation: None

Pre-register here: Meeting Registration - Zoom

Presenters

Mike Walton, Vice President of Growth, Sentient Solutions

With more than twenty-five years’ experience in business development, sales and marketing, including twelve specializing in professional services, Mike understands the needs and challenges of accounting grounded in the importance of developing relationships and gaining a true understanding of the needs of the client and bringing together a team to help achieve their goals and increase profitability. His previous successes working with a fast growing, Top 80 CPA firm demonstrate his passion to deliver results to the marketplace. Mike is a graduate of Montana State University – Billings.

Doug Mueller, Director of Tax, Anders CPAs + Advisors

Doug specializes in providing tax and personal financial counselling services to corporate executives, high-net-worth families and athletes. He is a core member of both the Family Wealth and Estate Planning and the Sports, Arts & Entertainment groups at Anders. He has more than 30 years of experience working with individuals on income tax, stock option planning and retirement planning. In building the future of the firm, he’s positive and upbeat and committed to incorporating new approaches to practice management and coaching and mentoring for all staff members. Doug is graduate of Southern Illinois University, Carbondale, IL

The Leading Edge Alliance, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/cpas/complaints
For information regarding refund, complaint and program cancellation policies, please contact Carla Blattenbauer at 612-249-0300 or [email protected]

The Leading Edge Alliance National Registry Sponsor Number: 10647