---
title: "Winning Workflows: How Smart Firms Automate, Streamline, and Scale"
description: "Winning Workflows: How Smart Firms Automate, Streamline, and Scale with Heather Satterley (July 31, 2025)"
---

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# Winning Workflows: How Smart Firms Automate, Streamline, and Scale

#### Registration page

Thursday, July 31, 2025  
1:00-2:00 PM Eastern  
10:00 - 11:00 AM PT | 11:00 - 12:00 PM MT | 12:00 - 1:00 PM CT

---

## About the Training Event

Accounting firms face mounting pressure to boost efficiency while maintaining exceptional client service. In this Fireside Chat, Heather Day Satterley—Director of Education at Woodard and a nationally recognized expert in accounting technology—will sit down with KC Brothers, Director of Product Marketing, Canopy, and Lera Kooper, Owner & COO, Accountability Services to explore how modern firms are transforming their operations with streamlined workflows, centralized communication, and powerful automation.  
   
Drawing from the Practice Management Playbook, Heather will share actionable insights and real-world stories of how firms are reducing administrative busywork, enhancing collaboration, and scaling sustainably. Whether you’re new to workflow optimization or ready to elevate your systems, this conversation will equip you with practical strategies to streamline processes and grow your firm with confidence.

By the end of this session, participants will be able to:

- **Identify** strategies for automating administrative tasks, standardizing workflows, and centralizing client data to improve firm efficiency.
- **Describe** how integrated platforms help accounting professionals reduce bottlenecks, improve collaboration, and enhance client communication.
- **Evaluate** current workflow practices to uncover inefficiencies and implement scalable, tech-driven improvements.

### REGISTRATION FORM

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- <https://www.woodard.com/fireside-chat-winning-workflows-registration#>
- <https://www.woodard.com/fireside-chat-winning-workflows-registration#>

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