In an era driven by data, firms that can harness that potential will be able to drive strategic decisions and fuel growth. But how do you get started, especially if your firm hasn't historically invested much in data analytics, or still relies on manual processes? Welcome to the world of data strategy! Regardless of your tech stack – cloud, on-premises, or hybrid – understanding how to develop and implement a data strategy can provide your firm with a competitive edge and unlock new avenues for success. In short, a data strategy can be a game changer for your firm.   

Your guides to the essentials of a data strategy are Shahbaz Khan and Stefan Davis, Technologists and Product Managers at Wolters Kluwer Tax & Accounting North America. Throughout the session, they equip you with insights to elevate your firm's performance and relevance in today's data-driven landscape. 

Learning Objectives:

• Define the fundamentals of a data strategy, including its significance in driving the growth of small and mid-sized accounting firms


• Outline the value of data-driven decision-making with real-world examples and technologies that will help you identify opportunities within your firm where data can revolutionize your firm


• List practical steps to developing and implementing a data strategy that suits the unique needs of your firm