Date: Thursday, September 27, 2012
Time: 12:00 PM ET / 11:00 AM CT / 10:00 AM MT / 9:00 AM PT

[Prevailing Time] Presenter(s): Connie Ledwidge and Candace Cross
Objective: At the conclusion of the TechCast, the participants will gain greater insights into practice management from the perspective of identity branding for greater public recognition, and the creation and implementation of software strategies that lead to greater operational effectiveness.
Field of Study: Business Management and Organization
Program Level: Basic
CPE Credit: 1 Credit Hour

No advanced preparation or prerequisites are required for this course.

Course Description

This TechCast will last 1-hour and the cost for this educational presentation is free thanks to our TechCast partner, Thomson Reuters.

This course gives an overview of current state-of-the-art concepts in practice management from the perspective of greater operational and organizational efficiencies. This will include concepts related to members whose firms who perform financial planning for their clients, as well as inclusion within a firm’s year-end business planning.

During the program, the presenters will detail the challenges faced by accounting firms in today’s marketplace, both from the perspective of public knowledge of a firm’s practice concentrations as well as internal organization barriers that impede a company’s ability to function effectively both internally and externally.

The presenters will then specific practice management principles in the areas of brand identity toward a greater recognition of the firm’s capabilities and tying those capabilities into practice specializations, and assessing factors that impede a firm’s practice management proficiency and recommended techniques and solutions that drive increased efficiencies and workflow processes.


Practice CS – New* User Promotion – (Valid – September 27, 2012 – October 31, 2012 – OFFER WILL NOT BE HONORED AFTER October 31st)

• Attend AWSCPA Webcast on September 27th;
• Purchase Practice CS at full retail price and receive:
o 32 GB Wi-Fi Apple® iPad® (OR $600 off)
• Additional Practice CS add-on modules as well as any network licenses must also be at full retail price
• iPad® will ship 8 weeks after order fulfillment
• Please include on the order form the following verbiage in the notes:
o “Completion of this order makes you eligible to receive a 32 GB Wi-Fi Apple® iPad® which will be shipped 8 weeks after fulfillment of order. Apple is not a participant or sponsor in this promotion.”

The Thomson Reuters contact for the AWSCPA is Marie Donley. To contact Marie, please call 800.968.8900, extension 4498. To be eligible for promo pricing incentives from Thomson Reuters, please be sure to identify yourself as an AWSCPA member or friend.

Presenter Bio(s)

Connie Ledwidge - Connie Ledwidge worked with the Tax & Accounting business of Thomson Reuters in Dexter for more than 12 years as an account representative for the inside sales team. Recently, Connie moved to the website sales group after the Thomson Reuters acquisition of Emochila. Through her role with this group, Connie specializes in helping tax and accounting firms create a professionally branded web presence. She also attends various trade shows around the country and helps educate clients through webinars about Thomson Reuters offerings. Connie especially enjoys walking firms through the process of conceiving a website from start to finish. She’s excited to have the opportunity to work with customers all over the globe. Connie is a graduate from the Eastern Michigan University Honors Program with a degree in business.

Candace Cross – Candace is a Senior Sales and Training Consultant with Thomson Reuters. During her 14 years with the company, she has drawn on her experience in public accounting, software development, training/consulting, and product support to help accounting firms evaluate and implement software solutions and strategies to improve their efficiency and workflow processes. Her seminar presentations, firm visits, and Webex demonstrations have helped many accounting firms achieve increased profitability.