This event was broadcast live on Wednesday, March 1st, 2023.

Watch the full replay at your convenience by registering on the form to the right.

The mid-sized accounting firms are trying to scale their operations and deliver a better customer experience. A recent study showed that 85% of mid-sized accounting firms will invest in technology to remain globally competitive.

Learn how a custom-built platform approach is a strategy that more mid-sized firms are adopting and how they are seeing productivity improvement and overall enhancement in customer experience. Hosted by Accounting Today, our panelists from Cherry Bekaert and Orion Innovation covered:

  • The technology imperative for mid-sized accounting firms​
  • Navigating new technology adoption
  • The platform approach strategy
  • Balancing strategy and tactics
  • Navigating IRIS code complexities
  • Expected business returns and impacts to scalability


Dan Hood

Accounting Today

Mike Giuli

Cherry Bekaert

Nate Regimbal

Managing Director, Digital Transformation and Enablement
Cherry Bekaert

Swati Betkekar

Sr. Business Analyst
Orion Innovation

Sachin Sinha

SVP – Delivery
Orion Innovation

Audience for this webinar: Accounting and Tax Services executives across all functions including:

  • Chief Information Officers
  • Chief Tax Officers
  • Tax Partners
  • Tax Directors
  • Tax SMEs

NASBA CPE Credit is being offered for this webinar.**

SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This seminar is not approved for IRS CPE Credit.

Orion has been serving the Professional Services industry with business solutions for over a decade.

Learn more about our expertise here.

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