Thomson Reuters Presents:

Get your head in the cloud: How cloud-based tools improve your bottom line

On-demand event

Duration: 1 hour

Tax and audit firms are increasingly working within the cloud – but exactly what is the cloud, and how can it be leveraged to help your firm work with greater efficiency? Now is the time to look closely at your firm’s technology and learn the right questions to ask when you talk to your own IT professional about options available in the cloud.

You may be surprised to discover the solutions the cloud offers for your firm.

Learn more about:

Cost savings between the cloud and traditional IT frameworks and associated maintenance
The convenience and benefits of working in the cloud
The differences between cloud-enabled and cloud-native applications
Cloud security and protecting your firm’s information.

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Speakers:

Andrew Hatfield

Co-founder & Chief Growth Officer

SafeSend

Andrew Hatfield leads revenue growth, strategic partnerships, and defining SafeSend’s long-term priorities and agenda. He is a recognized industry speaker and thought leader, and enthusiast for emerging technologies that impact tax and accounting firms. Andrew focuses on market dynamics, customer feedback and needs, and profession trends with an eye toward identifying new pathways to growth. For nearly two decades, Andrew has lent his automation technology expertise and deep domain knowledge of the profession to help create innovative software solutions – each providing exponential efficiency gains for tax and accounting professionals.

Kim Beauchamp

Director of Operations

Whittlesey

Kim Beauchamp is Director of Operations at Whittlesey PC in Hartford. She is responsible for overseeing operational and administrative staff across three offices, establishing firm policies and procedures, financial reporting, cash management, and internal controls.

Kim began her career working as an accountant before opening her own tax practice. She later joined CCR, LLP in Westborough, MA where she was the Principal in Charge of Admin & Operations until 2011, when CCR was acquired by Grant Thornton, followed by working in private industry, most recently in the role of CFO for a $150 million commercial construction company.

Kim’s specializes in process improvement and standardization, paperless environments, and change management. She has been actively involved in the implementation of four mergers (both upstream and down), where she was instrumental in ensuring firm integration. Kim is a native of upstate New York and earned a Bachelor of Business Administration degree from Assumption College in Worcester, MA.

Christina Wiseman

Product Manager

Thomson Reuters

Christina Wiseman, MBS, Product Manager, Centralized Services and Transitions at Thomson Reuters, is committed to helping tax and accounting professionals meet staff and client technology and trust expectations. After almost 20 years in the profession, she finds joy in combining her technical and business expertise to help guide people to be their best. As a Product Manager for the past seven years, Christina has integrated knowledge from technical professionals at Thomson Reuters, perspectives from the professionals she serves, and ideas from related verticals to find solutions to meet the needs of tax and accounting firms. From her time in support and training roles, to her roles in product management, she has helped thousands of firms become confident with cloud and client portal technology, while integrating mobile concepts into product design and firm workflow.

Christina received her undergraduate degree in Management Information Systems from Millikin University, herMastersof Business Sciencein Information Technology from Colorado University, and PMC-V certification from Pragmatic Marketing.