October 2022

Successfully Navigating Change Within Your Company

Jody Grunden, partner, Anders CPA + Advisors

Let’s talk about the bear in the room. I think we can all agree that economic conditions aren’t the best right now. With the current circumstances, there will be a lot of change coming down the road. It could be short term, or it could be long term…

The Value of Client Feedback: Spoiler--It's Not Only About Clients

Carrie Steffen, president, The Whetstone Group

Recently, we’ve added the following polling question to our CPE webinars: “Does your firm have a formalized survey process for gathering client feedback?” More than 80% of respondents say they don’t. Client feedback goes beyond electronic…