Scaling New Heights

Advanced Training for Accounting Professionals

Implementing the Key Elements That Separate Thriving Businesses From Those that Fail

Speaker(s): Vanessa Vasquez

Nobody said that it is easy to have a business and survive, nevertheless, to thrive. But it seems that nobody got the memo. According to the Census Bureau, more than 4.4 million new businesses were created in the U.S. during 2020 — the highest total on record. That’s a whopping 74 percent more than in 2019. With that said, let’s learn what are the key elements of sustainability and growth. What does it take to not just start a business, but keep it energized for ongoing growth and success?

Learning Objectives: 

  • The elements that separate businesses from thriving and from surviving
  • The difference that makes the difference for your business and mine
  • Let’s learn how to rethink the unthinkable to become or maintain your business resilient

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Business Automation Processes for Superior Customer Efficiencies

Speaker(s): Vanessa Vasquez

Automation is an essential component of business success. Not only does it help businesses understand customers faster and at a deeper level, but it also helps them respond to concerns and issues rapidly, while driving meaningful engagements across the entire customer journey. Let's have breakfast together while we learn about how we can take advantage of automation and processes with clients in real-time without the hassle. Let's dive into the world of collaboration and optimum performance while helping our firm get more work done with the tools that we all need.

Learning Objectives:

  • Learn all the simple steps that, together with automation, can help you obtain better results, enabling consistency, cost-efficient, and delivery of superior level of client results
  • Learn about the available and reliable resources that can help you get your clients to collaborate with you in real-time
  • Understand the different strategies available to develop a process that helps you be more efficient and securely savvy while providing efficiencies to your clients

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