Home / Events / Elevating the Firm Experience: Guiding Our Customers Through Change

This is an invite-only event. If you’re interested in attending, please contact Tricia Katebini, Audit & Assurance Partner, at tkatebini@grfcpa.com.

Successful technology adoption requires thoughtful change management, strategic planning, and dedicated support. Hear from our team as we share practical insights on navigating technology migration, from understanding your business priorities through to implementation, training, and ongoing customer support. Discover our commitment to continuously enhancing your firm’s technology experience, ensuring your journey is smooth, supported, and strategically aligned with your goals.

Key Topics of discussion:

• Change management strategies for successful technology adoption
• Real life experiences planning and managing change journeys
• Practical insights on what makes technology projects successful
• How Caseware supports customers from initial planning through to implementation, training and beyond.

Speakers:

• Tricia Katebini, Partner, GRF CPAs & Advisors
• Andrew Paul, Director of Audit Technical, Baker Tilly International