Revenue Replacement: How to Approach Growth & Client Filtering
Date: September 25, 2024
Time: 1 pm ET
Hosted by Thomson Reuters
Welcome to our webinar, "Revenue Replacement: How to Approach Growth & Client Filtering," where we'll explore innovative strategies for addressing capacity challenges without sacrificing client relationships. Firm leaders often grapple with the dilemma of insufficient resources to adequately serve their client base. Rather than contemplating client reduction, this session will focus on the concept of revenue replacement as a proactive solution.
Throughout the webinar, we will delve into effective approaches to enhance your firm's capacity and foster sustainable growth. Learn practical techniques for identifying high-impact clients and optimizing your client portfolio to align with your growth objectives.
By the end of the session, you will gain valuable insights into implementing client filtering strategies that contribute to overall revenue replacement and elevate the success of your firm.
Learning Objectives:
- Understand the challenges of capacity in firms and explore the concept of revenue replacement as an alternative solution.
- Learn practical techniques for identifying high-value clients and optimizing your client portfolio to enhance overall firm capacity.
- Gain insights into effective strategies for approaching growth through client filtering, ensuring sustainable success and client satisfaction.
The webinar will be broadcasted September 25th at 1pm ET. Sign up now and view live or on-demand any time afterward. Busy at this time? Register anyway! We’ll send you a copy of the webinar recording to watch at your leisure after the event has aired.
Speakers
Gary Boomer
Founder of Boomer Consulting Inc
lgboomer@boomer.com
Gary’s current role is Visionary & Strategist, and he is recognized in the accounting profession as the leading authority on technology and firm management. He writes, speaks and consults on business transformation, including strategic and technology planning, focusing on mindsets, skillsets and toolsets for the future. He also strongly believes that change management and developing a training and learning culture are keys to individual and firm-wide success. Gary is extremely proud of the unique ability teams at Boomer Consulting, Inc., which focus on leadership, talent, technology, processes and growth. These five pillars are critical to sustaining success while remaining future-ready.
Gary has also been named one of Accounting Today’s Top 100 Most Influential People in Accounting for over 20 years.
Thomson Reuters Speakers:
Danielle Esper
Solutions Consultant
Thomson Reuters
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.
Keith Hall
Senior Solutions Consultant
Thomson Reuters
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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