How to future-proof your firm’s communication strategy

Wednesday, September 21, 2022

11:40 AM - 12:40 PM


Communication is a fundamental part of maintaining successful client relationships.  Today, new technologies and channels make engaging with clients more convenient, but also more complex. 

In this session, we’ll look at current trends in communication, the security of the different methods, and offer guidance for your firm’s approach to client communication. 

Join Ingrid Himmelman, Principal Professional Services Consultant at Intuit, for a lively conversation where we discuss how to future-proof your firm’s communication strategy.

Key takeaways:

  • Communication methods available and the role they play
  • Pros and cons of different communication methods
  • How to ensure that private, confidential information remains secure 
Managing Bookkeeping
1.0 CPD unit
Location Name
Plaza 5
Virtual Access