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Join Us August 17, 2023 at 11:00 AM ET

Innovation and transformation within firm practice areas require intentional business strategies, planning and coordinated execution. Change management strategy is at the core of any successful innovation related to people, process or technology. 

This session will explore change management best practices as you prepare or continue your journey to transform your audit practices with advanced technology. 

Join guest presenters Jessie Kanter, partner at Top 100 firm Citrin Cooperman, who is leading the organization’s efforts to transform its audit practice leveraging the Caseware OnPoint Suite and Dynamic Audit Solution, and Kalil Merhib, EVP of Growth & Professional Service at CPA.com, who has developed the framework used by early adopting firms of OnPoint & DAS to establish effective change that lasts.

This webinar will help you understand the importance of change management and what change management strategy entails, including:

  • the steps to take to gain internal alignment
  • the importance of clear vision of the future-state
  • what is changing (and what isn’t)
  • practical next steps to take.

Meet your speakers

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Jessie Kanter, CPA

Partner-in-Charge of Innovations and Methodology, Citrin Cooperman

Jessie provides audit services to clients in a variety of industries including manufacturing, construction, real estate, healthcare and not-for-profit organizations. Jessie specializes in employee benefit plan audits and is the firm’s AICPA Employee Benefit Plan Audit Quality Center Designated Partner. She also assists clients and team members with accounting for complex transactions and implementation of new accounting standards, including the related financial statement disclosure.

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Kalil Merhib

Executive Vice President, Growth & Professional Services, CPA.com

Kalil is a firm and change management strategist, and growth and transformation enthusiast. As the leader of CPA.com's professional services & growth organizations, Kalil leads go to market strategy across the organization's product and services business lines to the CPA profession and adjacent professional markets. Kalil's efforts have fueled CPA.com's engagement with all segments of the CPA profession around the categories of Organizational Change Management, Client Advisory Services (CAS), and Audit and Assurance practice areas.

Not able to attend the live session?

Register anyway and we’ll send you the on-demand recording.