Adapting to Change: Moving Your Firm to Compliance Advisory

This latest roadshow from Wolters Kluwer and Macquarie Bank highlights the recent changes in the accounting industry and the importance of embracing compliance advisory services to facilitate practice growth.

With the role of an accountant changing in an automated world, technology is becoming increasingly relevant as a way to drive efficiencies in practices. We detail how you can better understand technology and industry requirements to offer compliance advisory services to grow revenue and retain existing clients.

Our unique panel of experts, including Macquarie Bank and Wise Accounting, will outline what you will need to innovate to differentiate your firm from the rest and importantly, demonstrate value in a highly commoditised environment.

Join us to find out how to identify the industry changes that you will need to address and the critical nature of reviewing and choosing the right technology for your firm to keep its competitive edge.

Each attendee will gain better insights into how the CCH iFirm suite of solutions, including CCH iKnow and our award-winning, predictive intelligence software CCH iQ, will deliver the certainty to future-proof your firm.

Meet Our Presenters

Russell Evans
Chief Executive Officer, Tax & Accounting, Asia Pacific & Brazil
Wolters Kluwer
Eli Glotzer
National Segment Head – Accounting & Financial Services, Business Banking
Macquarie Group
Cassandra Crawford
State Head of Sales, Business Banking SA
Macquarie Group
Michael Scanlan
Manager
Macquarie Group
John Fisher
Senior Business Development Manager
Macquarie Group
Daniel Wyner
Director, Tax & Accounting
Wolters Kluwer
Barry Males
Regional Product Manager, Tax & Accounting
Wolters Kluwer
Richard Snell
Sales Director, Australia & New Zealand, Tax & Accounting
Wolters Kluwer
Tyler Wise
Director
Wise Accounting

Daniel Wyner

Director, Tax & Accounting, Knowledge and Software Solutions, Wolters Kluwer

Daniel Wyner is the General Manager of Product Management globally and is responsible for leading the execution of the global product management team and the continued growth of CCH iFirm across Australia, New Zealand, USA, Canada, India, Singapore, Hong Kong and Malaysia.

Daniel has significant experience in the Accounting and software industries, having previously held the positions of General Manager of Sales, Head of Strategy as well as Segment Manager at Wolters Kluwer. He is also a former Accountant from Practice.

Daniel has a passion to see accountants develop and prosper both personally and professionally; he is an early adopter by nature and is genuinely excited by disruption, change and the evolution of the accounting industry.

Barry Males

Regional Product Manager, Accounting Professionals Division, Wolters Kluwer

Barry Males is Regional Product Manager for Wolters Kluwer, Tax and Accounting, with a background in Information Technology and over 25 years of professional accounting and legal practice software product development and product management.

As well as consulting and system implementations both here in Australia as well as in Asia and Europe, Barry has been employed with Wolters Kluwer CCH since 2008, and has enjoyed working in both their professional and corporate software divisions.

Barry firmly believes that when you combine the cloud with powerful tools to manage a professional practice, provide a website, remove paper from your practice and answer queries offsite and in real-time, you are helping professionals focus on the customer and not the business of IT. This is what drives Barry to collaborate with our customers and implement tools to develop new capabilities for firms.

Richard Snell

General Manager Sales, Australia & New Zealand, Accounting Professionals Division, Wolters Kluwer

Richard is passionate about helping Professionals in practice leverage the benefits of technology to grow and improve their business. Over the past 15 years he has worked with multiple technology platforms in the Accounting and Finance sector, including Saas solutions, ERP Software, Hardware and B2B solutions.

He loves working for organisations that are innovative, goal driven and aspire to be the leader in their market and industry. Richard has spent time in practice as well as worked for large software vendors and smaller startup companies.

As General Manager of Sales in the Accounting Professionals Division of Wolters Kluwer, he enjoys building and leading teams who thrive to help their clients be the best they can be.

Tyler Wise

Founder & Partner, Wise Accounting

Profile here.

The Intellegent Practice

CCH iFirm

The fully integrated cloud-based software designed by accountants for accountants.

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CCH iKnow

Get access to all the practical information you need to provide accurate and timely answers.

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CCH iQ

CCH iQ is a software and information services solution designed specifically for accountants that will redefine how you do business.

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