Recorded webinar
LIve webinar
LIve webinar

Strategies to expand your advisory footprint in North America

Watch this video to learn how progressive firms are embracing and expanding their Advisory footprint in a world of change and disruption.
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Building a successful advisory practice in the US and Canada certainly has its challenges, regardless of the size of your practice and resources you have. As we begin to turn the page to a new financial year, we want to highlight how progressive firms are embracing and expanding their Advisory footprint as part of their strategy to grow and remain relevant in a world of change and disruption.

Richard Francis FCA (Spotlight Reporting’s CEO) has seen this transition move full cycle globally and ran his own successful advisory practice for many years.  Richard joins our North American Team to discuss some of these trends and opportunities, with real world examples. 

We’ll be discussing and sharing:

  • How Spotlight has seen growth in other markets before and how we are seeing these trends pickup in Canada and the United States
  • Highlight what untapped areas of opportunity for Advisory you need to be thinking about (because your competitors are already)
  • Insight into features and functionality important to delivering value to customers
  • Examples of how firms are driving growth with Spotlight’s tools and other associated services right now

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June 16, 2021 1:00 PM
PDT
If you can't attend, simply register anyway and get a recording sent to you the following day

About the speakers

Richard Francis, CEO and Co-founder at Spotlight Reporting
FCA, CEO of Spotlight Reporting, ex-GM of Workpapers for Xero and a Trusted Advisor with over 20 years of advisory experience. Richard saw a need to improve analysis and forecasting for his clients, and developed Spotlight Report.
Patrick Stern, Senior Account Manager at Spotlight Reporting
Patrick's core area of expertise is providing strategic advice and nurturing relationships with advisors. He provides tactical insight for a wide range of clients and connects people with solutions to problems.
Russell Kibbee, Senior Account Manager at Spotlight Reporting
With experience working at Intuit, Deputy and Xero, Russell works with both accountants and businesses on how to use Spotlight Reporting to streamline their processes and highlight metrics that matter.

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Access the video

If you can't attend, simply register anyway and get a recording sent to you the following day
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.